Pricing
Book a demo
REPORT AGENT

Set the board pack once.Re-runs itself every month.

Auto-assembled management reports. Define the structure once — exec summary, P&L bridge, KPI grid, variance, outlook —
every month it pulls fresh data, drafts commentary, and exports as PDF, PPT, or web.

1×
Set once, monthly run
PDF · PPT · Web
Multiple formats
Editable
Drafts you can refine
See the demo →Back to all agents
Auto-assembled report✦ Refreshed monthly
✦ Auto-built
Board Pack
March 2026
  1. 01 Executive summary
  2. 02 P&L bridge
  3. 03 KPI scorecard
  4. 04 Budget variance
  5. 05 Quarterly outlook
PDF · PPT · Web · 12 pages
OUTPUTReview → approve → export
— How it works

Structure once, refreshes monthly

01
Pick a template or compose from blocks
Board pack, monthly review, quarterly close — start from a standard or build with blocks.
02
AI drafts the commentary
Data-grounded narrative drafted automatically. You only refine tone.
03
Review → approve → export
Export as PDF, PPT, or web in one shot. Same structure re-runs next month.
— Use cases

Most useful for these roles

CFO
Monday morning, board pack already in draft
"Open the board pack draft for this month."
Data, charts, commentary — drafted automatically. Monthly board pack 1 week → half a day.
FP&A
Zero PowerPoint slide-gluing
"Export monthly review in standard format."
Charts, tables, commentary auto-fitted to slide masters. Slide-gluing time: 0.
Accounting
Quarterly close report, auto-built
"Q3 close report in standard format."
Numbers, footnotes, tables, KPIs auto-assembled to template. Close report 1 week → 1 day.
— Works with

Common pairings

FP&A Analytics
Analysis straight into the report
Performance
Variance becomes commentary automatically
Dashboard
Reports for periodic; dashboards for live

Set the board pack once.

5-minute live demo, or a 1:1 sales call.

See all agents