We produce yourboard packs.investor decks.deal memos.expert reports.dashboards.From raw data to boardroom-ready.

Brief the work in plain English — or hand it to our team entirely. Connect your data, describe what you need, and get back a fully cited, publication-quality report with you in control at every step. Use the platform yourself, or let us run the whole process end to end.

Q3 2026 — Board Reporting Pack
Executive Summary
Prepared for the Audit & Risk Committee
Revenue Variance

Group revenue of £42.1m exceeded budget by 4.8%[1], driven primarily by stronger APAC performance and the timing of enterprise renewals[2].

Cost Position

Opex tracked 2.1% below forecast[3], with headcount savings offsetting a modest overspend in professional services.

Source — Management Accounts
“Total revenue Q3 FY26 — £42,104,233”
Sage_Export_Sep26.xlsx, row 47
Section approvedby M. Byrne, 20:51

Three things happen, in order. Or we handle all three for you.

No training courses. No technical setup. You brief the work like you'd brief a colleague — and review what comes back, section by section.

First, you connect the source material. Management accounts, contracts, research, customer emails, meeting notes — uploaded directly, or pulled live from a shared drive, your CRM, an accounting system or a direct database connection. Structured or unstructured, it all comes in.

Next, tell us what you want. A board pack. A deal memo. A dashboard your team can re-use every week. Or just a straight answer to a question. Brief it in plain English — if you have a past version that shows the format you want, provide it, and we match your structure, tone and layout exactly. Most clients start by briefing work themselves. Within a week, they've asked our team to take over the full cycle.

Then review, refine and approve. Read the draft, chat with the underlying data, or drill into any number to see its source. One sentence of feedback is enough to rework a section. Everything you approve becomes a re-usable building block — whether you produced it or we did.

Sources connectedShared drive · Accounting system · Email inbox · CRM · Q2_Pack.pdf
Brief"Board pack with variance commentary. Match last month's format."
Ask"Why did APAC revenue spike in week 37?"
DashboardWeekly Sales Pulse · re-used across 3 business units
Status4 of 6 sections approved · audit trail complete
Managed delivery4 reports produced this month · next delivery Thursday 9am

Most teams start with one report. Within a month, we're running the entire cycle.

The pattern is the same almost every time. A CFO signs up to test it on a single board pack. The first draft lands in eight minutes. They refine it with a sentence of feedback and approve it inside the hour. By the following month, they've handed us three more reports — variance commentary, cash flow narrative, KPI dashboard — and asked our team to produce them on a recurring schedule.

That's how Dannan works. The platform is fast enough to use yourself, and good enough that you'll want us to run it for you. We set up your templates, connect your sources, match your existing formats, and deliver finished reports to your inbox on the schedule you set. When you need something the platform doesn't do out of the box — a bespoke layout, a new data source, a workflow that's specific to your business — we build it.

There's no “enterprise upgrade” conversation. No sales call to unlock features. You tell us what you need, and we scope it.

  • Use it yourself

    Sign up, connect your data, brief the work, review the output. Everything you need is in the platform.

  • We do it with you

    Our team sets up your templates, sources and first reports, then hands it over. You run it from there.

  • We do it for you

    Fully managed reporting. You approve. We deliver. Weekly, monthly, on any schedule you need.

One platform, every answer.

Reports, dashboards, direct answers — drawn from any data source you can connect. Each capability is built to stand on its own, and to compound in value the more your team uses it.

Report Generator

Board packs, deal memos, expert reports and investment papers — drafted directly from your data, matched to your existing format, with every claim cited. Use the platform yourself or hand the brief to our team.

For finance, PE, consulting and legal teams.

Dashboards On Demand

Spin up a live dashboard from any data source in minutes. Save, share and re-use across the business — each one updates the moment new data lands. Need something more bespoke? We design and build it for you.

For teams who need the same view, every week, without rebuilding it.

Chat With Your Data

Ask a question in plain English, get an answer backed by the numbers. Drill in, change the angle, cite the source — without waiting on analyst time.

For executives and operators who need answers faster than a meeting.

Universal Connectors

Pull from email inboxes, shared drives, knowledge bases, CRMs, accounting systems or a direct database connection. Structured or unstructured — it all comes in. If you need a connector we don't have, our team builds it.

For real businesses where the data lives in ten different places.

Slide Pack Composer

Converts an approved report into a polished deck with native charts and editable layouts. Exports to PowerPoint or Google Slides.

For when the work needs to be presented, not just read.

Redline & Review

Compares drafts, marks up contracts and documents, and produces tracked-change outputs with reasoning attached to every suggestion.

For legal, compliance and contract review workflows.

Built for every report that matters.

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

Finance & CFOPrivate Equity

Deliverables that hold up to scrutiny.

Your clients pay for insight, not time spent formatting decks. We turn your interview notes, workshop outputs and research into structured, cited deliverables — or produce them for you on a recurring schedule.

Typical reportsStrategy reviews · Due diligence · Market studies · Client updates · Workshop outputs
  • Turn discovery-phase research into structured, cited findings decks in hours rather than days.
  • Re-use proven templates across engagements for consistent output quality across every partner.
  • Keep clients confident with citations that link directly back to interview notes and primary sources.
  • Free senior time for interpretation and client conversations, not drafting.
Tell us what you need →

Built for your standards. Delivered on your schedule.

01

You'll never wonder where it came from.

Every sentence, number and chart links back to the exact source document, cell or record. Click any claim to verify it in one second. No more wondering where a figure came from.

02

Your format. Your style.

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

03

Dashboards that pay back every week.

Build a dashboard once, re-use it forever. Weekly sales pulse, monthly OpCo, live KPI view — saved, shared across the team, and refreshed automatically the moment your data updates.

04

Chat with your data, get straight answers.

Ask the question you'd normally email the analyst. DannanAI reads across every source you've connected and comes back with a cited, defensible answer. Keep drilling in until you're satisfied.

05

Fix it with a sentence.

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

06

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.

What it actually saves you.

Early users move from upload to a first draft in minutes, not days. Every claim arrives fully sourced and cited. And because feedback is one-sentence — revision cycles run roughly three times faster than the manual equivalent.

From upload to draft
~8 min

The time between connecting your sources and reading a professionally structured first draft.

Every claim, verified
100%

Sourced and cited — with a link back to the exact document, row or quote behind every figure.

Revision cycles
3×faster

One-sentence feedback — “shorter”, “add YTD context” — against a manual rewrite.

Based on early user feedback across finance, consulting and legal engagements.

Enterprise-grade, by default.

Your data stays yours. DannanAI never trains on client content — and every action across the platform is logged.

  • Data trainingNever on your content
  • EncryptionEnd-to-end, at rest and in transit
  • Access controlRole and document level
  • Audit logsEvery action, every user
  • AuthenticationSSO & SAML ready
  • HostingEU or US regions

Tell us what you need reported.

Send us an example of a report your team produces manually — a board pack, a deal memo, a KPI dashboard, anything. We'll show you how Dannan produces it, and what it looks like when our team manages the whole process. Most conversations start here. We typically reply within one working day.

Email — [email protected]

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