AI Agent · Reporting
The agent that builds your reports for you
Data collection, consolidation and formatting: your reports arrive ready, at the frequency you choose.
Its mission
Eliminate the hours spent compiling numbers at the end of every month. The agent collects data where it lives (CRM, spreadsheets, business tools), checks its consistency and produces the report in the expected format, with a readable summary.
Control
Every figure stays traceable back to its source. The report can go through approval before it is sent, and detected anomalies are flagged rather than smoothed over.
It can
- Collect data from several tools at once
- Consolidate the numbers and check their consistency
- Generate the report in the format you want: PDF, spreadsheet, Notion
- Write a readable summary of the key figures
- Send the report to the right people, at the right frequency
- Flag anomalies: a missing figure, an unusual variance
How it works in your tools
The deadline arrives, or you ask for it
Weekly, monthly or on demand: the agent starts preparing the report on your schedule.
The data is collected and consolidated
The agent gathers the numbers from your tools, cross-checks them and flags anything missing or out of line.
The report goes out, verified
The document is generated from your template, summary included, then sent to the right people or submitted for your approval.
Before / After
What changes day to day
Before
After
Before
Half a day of compiling at every month end
After
The report ready on the 1st, without a thought
Before
Different numbers depending on the file you open
After
One source, consistent numbers
Before
Reporting done when there is time left over
After
A steady cadence, kept effortlessly
Connected tools
Frequently asked questions
Which data sources can the agent work from?
CRM, spreadsheets, databases, and business tools accessible via API or export. The assessment checks access to each source before any commitment.
Can we keep our current report template?
Yes, and we recommend it: the agent fills in your existing template (PDF, spreadsheet, slides) rather than imposing a new format.
What happens if a data point is missing?
The agent says so explicitly instead of producing a wrong report: the missing data is listed, with its source, for a quick fix.
Also worth exploring
How many hours go into your reports every month?
In 30 minutes, we list your recurring reports and estimate what the agent can prepare for you.
Book my free assessment30 minutes · No commitment