AI & AGENTS · REPORTING AGENT
The month-end report,
written before month-end.
Project and business data gathered, summarised and shaped into stakeholder-ready reports — automatically, on your cadence.
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TODAY
How this job is done now — and why it wears people out.
- Copy-paste season: Numbers are pulled from several systems into a deck, by hand, every cycle.
- Narrative from memory: The 'what happened and why' gets reconstructed from recollection days after the fact.
- Different asks, same scramble: The bank, the board and the PM all want different cuts — each one is a fresh effort.
HOW THE AGENT TAKES OVER
Trigger → gather → draft → your confirmation.
- Trigger: A reporting cycle arrives — weekly site report, monthly board pack, ad-hoc request.
- Gather: The agent pulls live figures from the operational and financial systems.
- Draft: It assembles the report in the recipient's format, with narrative summaries of movements.
- Confirm: The owner reviews and releases. Nothing leaves without a human sign-off.
FOUNDATIONS
Built on live reporting infrastructure.
The agent sits on our reporting & dashboards system and — for groups — the consolidated data of the group platform. It reports from the systems where work actually happens, not from stale extracts.
Reporting & dashboards · The group platform