AI-powered report generation

Turn your data intoboard packs.investor decks.expert reports.deal memos.

Connect your data sources, set your goal, and get a fully cited, professionally structured report. You review and approve each section before it's final. Expert-in-the-loop, always.

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"Hours lost manually pulling reports together every month"

Done in minutes

"No audit trail for where the numbers actually came from"

Every claim, fully cited

"Three rounds of revision before it's close to right"

Fix it with one sentence
How it works

Three steps.
One polished report.

No training courses. No technical setup. Brief it like you'd brief a colleague — and review what comes back.

01

Connect your source material

Board packs, data exports, research, contracts, meeting notes — any format. Upload or connect directly to your data sources.

02

Brief it like a colleague

Write what you need in plain language. Optionally provide a past report to show the format you want — it'll match your structure and style exactly.

03

Review, refine, approve

Read the report. Click any claim to see where it came from. Type one sentence of feedback to request changes. Approve section by section when you're satisfied.

Solutions

Built for every report that matters.

Whatever your industry, whatever the audience — if it needs to be accurate, cited and professional, this is your tool.

Finance & CFO Teams

Board packs that write themselves.

Monthly OpCo · Board reporting · Variance analysis · Investor updates

You're producing the same reports every month, pulling from the same sources, under the same deadline pressure. This tool doesn't replace your judgement — it eliminates the grunt work.

What you can do
  • Connect management accounts, forecasts and prior period data — get a variance commentary drafted with cited figures in minutes
  • Brief it to match your existing board pack format — it learns your style from a past example
  • Approve the sections you're happy with, refine the ones you're not — with a full audit trail of every change
  • Reduce the time from data close to report-ready from days to hours
Typical reports

Monthly OpCo pack · Board reporting · Variance analysis · Budget vs actuals · Cash flow narrative · KPI dashboards · Investor updates

What this means for you

Designed around the
way you actually work.

"You'll never wonder where it came from."

Every sentence in your report links back to the exact source document, quote, and page number. Click any claim to verify it in one second. No more "where did that number come from?"

"Your format. Your style."

Upload a past report. The AI matches your structure, tone and layout exactly. You'll get back something that looks like it came from your team — because effectively, it did.

"Fix it with a sentence."

Type "make this shorter" or "add more data points". The AI revises and re-cites instantly. Iterate until it's exactly right — without starting from scratch.

"A complete audit trail, always."

Every approval, change request and revision is logged with a timestamp. Who reviewed what, when they approved it, and what changed. Built for teams where accountability matters.

The difference it makes

Numbers worth noting.

Based on early user feedback

8 min
Average time from upload to first draft
100%
Of claims sourced and cited automatically
Faster revision cycles with AI feedback loop
Get started

Your next report is
8 minutes away.

No setup. No training. Connect your data and go.

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Contact

Get in Touch

Request early access, schedule a demo, or ask us any questions.

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