Finance / intelligent agents
Reporting Agent
Combine agreed data sources into recurring draft reports with changes and exceptions highlighted.
Built around your workflow.
Combine agreed data sources into recurring draft reports with changes and exceptions highlighted.
Starts with
Validated reporting data
Delivers
A draft report with source references
Measure what improves
Preparation time and reconciliation errors.
Your data boundary
Read-only finance connections; restrict report recipients.
A prebuilt workflow is a starting point. Connections, model choice, access and acceptance tests are configured for your deployment.
- 01
Receive
Validated reporting data through an approved connection.
- 02
Prepare
Combine agreed data sources into recurring draft reports with changes and exceptions highlighted.
- 03
Check
Validate against source material and agreed rules.
- 04
Review
A person reviews uncertain or consequential output.
- 05
Record
Record the outcome under the agreed retention policy.