Live demo · Dashboard
AI Reporting Assistant
Turns business data into summaries, KPI explanations, charts and reports.
Try it: AI Reporting Assistant prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- KPI cards with change vs. the previous period
- Trend chart by date range and segment
- Detail tables with status
- Plain-English summaries
Added in the full build for your business
- Live data from your systems
- User roles and scheduled reports
- Alerts when numbers cross thresholds
- Drill-down and exports
Overview
What it does
Turns business data into summaries, KPI explanations, charts and reports.
Who needs it
Managers who spend hours building reports.
Problems it solves
- Reports take a day to compile
- Numbers without explanation
- Stakeholders don't read dashboards
Use cases
- A manager gets a weekly summary of sales and key numbers.
- Questions about the data are answered in plain language.
- Board reports are drafted from dashboards.
Key features
- Converts data into summaries
- KPI explanations
- Charts
- Management reports
Possible integrations
- Email inboxes and shared drives
- Accounting and ERP systems
- HR and recruitment tools
- Spreadsheets and databases
- Document storage (Drive, SharePoint)
Business benefits
- Hours of reading and data entry removed
- Fewer errors, with uncertain cases sent for human review
- Faster answers from your own documents
Before and after
An illustrative example of the change, not a specific client's result.
Before
A spreadsheet emailed with no commentary.
After
A plain-English report explaining what changed and why.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does an AI Reporting Assistant do?
Turns business data into summaries, KPI explanations, charts and reports. Typical features include converts data into summaries, kpi explanations, charts.
Who is it for?
Managers who spend hours building reports.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the dashboard and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Is the AI safe to use with customers?
We limit the AI to your approved information, log every conversation or action, add human approval for anything sensitive, and set usage limits. Outputs that affect money, legal, HR or health decisions are reviewed by a qualified person.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
- AI Document ProcessorReads invoices, forms, contracts and receipts, extracts fields and sends unsure results for review.
- AI Invoice AssistantExtracts invoice details, matches records, flags discrepancies and prepares entries.
- AI Bookkeeping AssistantCategorises transactions, explains variances and prepares reconciliations for review.
- AI Spreadsheet AssistantCleans data, writes formulas, explains anomalies and summarises.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.