Let agents do the repetitive work of refreshing reports, reconciling numbers, and preparing analysis-ready Excel outputs so finance can focus on interpretation.
In many mid-size enterprises, controllers and CFOs spend a large share of time on recurring reporting tasks. Each cycle, they pull data from ERP, CRM, billing, data warehouses, and BI tools, then re-apply the same spreadsheet transformations to build management reports, board decks, churn analyses, and forecasts.
These steps are structured and repeatable: run the same queries, export and clean the same CSVs, reconcile totals between systems, and recompute metrics according to an established playbook. Yet they still happen manually, leaving less time for understanding what changed and why.
A fintech company manages a lending book with data spread across a loan servicing system, ERP, and Power BI. Each reporting cycle, finance needs to ensure loan balances tie out across systems, update portfolio and churn views, and refresh a near-term cash forecast that feeds into decision-making.
Agents can pull reports from servicing, ERP, and BI, reconcile key balances, re-run the company’s custom transformations for portfolio and churn analysis, and update near-term cash views. Finance teams review the outputs and focus on interpreting trends rather than rebuilding them.
Catalog the recurring reports and analyses that consume the most time—management packs, board decks, margin bridges, churn analyses, and cash forecasts.
Connect ERPs, CRMs, billing and servicing systems, warehouses, and BI tools so agents can pull data directly rather than relying on manual exports.
Translate your existing spreadsheet and SQL logic into agent workflows, preserving definitions and guardrails while avoiding brittle one-off macros.
Schedule agent runs to refresh reports on a daily, weekly, or monthly cadence, including comparisons versus prior periods and budgets.
Reporting agents extract data from ERP, CRM, billing, loan servicing systems, and data warehouses. Where APIs are not available, they log into browser-based tools to download the necessary reports and files.
