Pulls data from multiple systems, consolidates financial statements, performs variance analysis, and delivers reports on schedule—turning close chaos into clockwork precision. All on your infrastructure.
"Month-end close takes us 12 business days. Our target is 5. We have 4 people who do nothing but reporting during close. They're pulling data, rebuilding spreadsheets, checking formulas, formatting decks. The CFO gets the monthly package on day 10. By then, it's almost irrelevant—we're already 2 weeks into the next month. And every month, we find errors after the fact. A formula that didn't update. A data pull that missed transactions. We fix it, apologize, and do it all again next month. We've been 'improving our close process' for 3 years. We've gotten 2 days faster."
— Controller, SaaS Company ($150M ARR)
Deploy an AI that connects to your financial systems, consolidates data automatically, generates reports on schedule, and delivers them to the right people—turning a 12-day close into a 5-day close.
Pulls from all your systems—ERP, CRM, HRIS, budgeting tools. Consolidates automatically. Reconciles across sources. No manual data entry. No copy-paste errors.
Builds your reports automatically. P&L, balance sheet, cash flow, variance analysis. Same format every time. Numbers populate themselves. Commentary drafted from variances.
Reports delivered when you need them. Daily flash at 6 AM. Monthly package on WD+5. Board deck on WD+10. Right format. Right recipients. On time. Every time.
Core financial reports generated automatically from consolidated data.
Operational insights for leadership decision-making.
Board-ready presentations and executive summaries.
Cash management and liquidity reporting.
Detailed operational and transactional reporting.
Regulatory and audit-ready documentation.
Month-end close taking 12 business days. CFO frustrated. Team exhausted. Board getting stale numbers. Automated consolidation and report generation cut close by 7 days.
"Close acceleration results: November 2024. Prior process: 12 business days. New process: 5 business days. Time savings breakdown: Data consolidation: 3 days → 4 hours (automated pulls from SAP, Salesforce, Workday). Report generation: 4 days → 6 hours (P&L, BS, CF, variance analysis auto-generated). Review and adjustment: 3 days → 2 days (fewer errors to fix). Executive package: 2 days → 4 hours (auto-formatted, commentary drafted). Total time saved: 7 business days. Team capacity freed: 112 person-hours per month. Error reduction: 23 formula errors caught in prior month → 0 this month. CFO feedback: 'First time I've had financials before the 10th. Ever.'"
Junior analyst spent 2 days every month on budget vs. actual analysis. 200 accounts. Flag variances over 10%. Write explanations. Now automated with draft commentary.
"Variance analysis: November 2024. Accounts analyzed: 247. Variances flagged (>10%): 23 accounts. Auto-generated commentary: Marketing Spend: +$71K (+15.8%) — Q4 campaign acceleration per CMO approval (ref: email Oct 15). Digital advertising overspend offset by trade show cancellation. Travel & Entertainment: +$27K (+31.8%) — Sales kickoff event ($18K) plus unbudgeted customer visits ($9K). Recommend: Adjust Q4 forecast. Professional Fees: -$33K (-16.5%) — Deferred audit prep to January. Timing variance, will reverse. Analysis time: 2 hours 14 minutes (vs. 16 hours prior). Draft commentary accuracy: 94% (CFO made minor edits to 2 of 23 explanations). Analyst redeployment: Now focused on strategic analysis instead of data compilation."
CFO wanted daily visibility into key metrics. Team couldn't support it—too much manual work. Now automated and delivered every morning before anyone arrives.
"Daily flash report: December 8, 2024. Generated: 5:47 AM. Delivered: 5:52 AM. Recipients: CFO, Controller, VP Sales, VP Operations. Contents: Yesterday's revenue: $487,291 (MTD: $3.2M, 98% of daily target). Cash position: $8.7M (+$124K from Friday). AR collected: $234,500. AP paid: $89,200. Open orders: $1.2M (14 orders). Alerts: Large payment pending: Acme Corp $127K (due today). Cash forecast: Will dip below $8M threshold Wednesday without Acme payment. Revenue anomaly: Enterprise deal $89K closed (unforecasted). Generation time: 4 minutes 47 seconds. Data sources: SAP (GL), Salesforce (Revenue), Bank feeds (Cash), AR/AP subledgers. Prior process: Not feasible (would have required 2 hours daily). CFO feedback: 'I know more about yesterday's business at 6 AM than I used to know by end of day.'"
Board deck always finished night before the meeting. No time for review. Errors found during presentation. Now delivered 3 days early with time for proper review.
"Board deck generation: Q3 2024 Board Meeting. Meeting date: October 15. Deck delivered: October 12 (3 days early). Prior delivery: October 14 (night before). Contents generated: Financial summary (5 slides): Revenue, margins, EBITDA, cash, AR/AP. Variance analysis (3 slides): Budget vs. actual with explanations. KPI dashboard (2 slides): Operational metrics with trends. Forecast update (2 slides): Q4 outlook, full-year projection. Segment detail (4 slides): By business unit with commentary. Generation time: 3 hours 22 minutes. Manual effort (prior): 24+ hours across 3 people. Review time gained: 72 hours for CFO/CEO review and refinement. Errors in presentation (prior 4 quarters): 7 errors caught by board members. Errors (this quarter): 0. Board feedback: 'Best-prepared financial presentation we've seen.'"
Connects to ERP, CRM, HRIS, budgeting, and banking systems. Pulls data automatically.
Reconciles across sources. Handles currency conversion. Eliminates intercompany.
Builds financial statements, management reports, and executive packages automatically.
Compares actuals to budget and prior periods. Flags significant variances. Drafts commentary.
Reports delivered on schedule. Daily, weekly, monthly, quarterly. Right time, right format.
Different reports to different recipients. CFO gets the summary. Controller gets the detail.
Drafts explanations for variances and trends. Human reviews and refines.
Excel, PowerPoint, PDF. Your templates. Your branding. Consistent every time.
Checks for anomalies, missing data, and reconciliation breaks before report generation.
Reports to: Controller / FP&A
Availability: Scheduled + On-Demand
Scope: All financial reporting
Complete specification including report definitions, data mappings, and delivery schedules.
Download .docxConfigure your report templates, define data mappings, and set delivery schedules and recipients.
Pay once. Own the asset. Full source code. Deploy, modify, extend.
All GL data, consolidations, and reports never leave your infrastructure.
New report types, integration updates, and regulatory format changes.
Configure your report templates, data mappings, and delivery schedules.
Deploy the Finance Reporting Agent on your infrastructure. Every report automated. Every deadline met. Every time.
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