Automate reports and figures
Every month the same reports: revenue, costs, outstanding items, utilization. The data is in different systems, and someone has to collect it, check it, and prepare it. This page shows which steps can be automated.
What happens today
It's month-end. Someone opens three different systems, exports data, enters it into Excel, totals it up, creates charts, and sends the report. Next month: the same. The numbers change, but the work doesn't. This takes two hours every time, even though the logic is always the same.
What can be automated
Automatic data consolidation
Replaces: Manually collecting data from different systems — the system fetches the data via API, merges it, and prepares it.
Dashboard with live figures
Replaces: Waiting for the monthly report — a dashboard shows the key metrics live and current, with no export and preparation.
Report generation from template
Replaces: Manually creating reports — the system populates a template with current figures and presents a PDF or Excel for review.
Plausibility check and variance warning
Replaces: Manually checking whether the figures are plausible — the system warns of anomalies, gaps, or unusual variances.
What stays human
- Interpretation of figures and decisions from them
- Review of plausibility when anomalies appear
- Strategic planning and forecasting
- Communication of results to stakeholders
A real-world example
In a logistics company, utilization, route costs, and delivery times need to be monitored. The data comes from the route planner, the billing system, and manual records. A report is created once a month, by hand. A system fetches the data automatically, merges it, and shows the metrics in a dashboard. The manager sees at any time where the company stands.
Data protection & security
Data is anonymized and pseudonymized before being processed by AI language models. Reports and metrics are stored encrypted and are GDPR-compliant. The EU AI Regulation is met through documented human oversight in interpretation and approval of reports.