Capability · AI Reporting
AI Embedded Reporting—Explain, Detect, and Distribute
Automatically generate commentary, detect anomalies, and schedule report packs with full auditability.
Audience:
CEO CFO Finance Director Audit Committee BI/Analytics Lead
Business Outcomes
Outcome‑led Value
Explain, detect and distribute — AI-written commentary, anomaly alerts and scheduled report packs, all governed.
Narratives on Demand
CEO, CFO commentary from KPIs and variances.
Anomaly & Risk Alerts
Outliers, spikes, missing data, IC breaks.
Automated Report Packs
Scheduled PDFs/Excels with distribution lists.
Governed & Secure
Prompt guardrails, redaction, reviewer approvals.
Platform Capabilities
Feature Stacks
A narrative engine, detection and distribution — governed by Azure OpenAI content filters and full audit logs.
Narrative Engine
- Templates for Board/Management/Lender packs; entity‑aware narrative blocks.
- Data citations (source, period, filter context).
Detection & Insights
- Statistical & ML flags (z‑score, trend breaks), IC mismatches, cash anomalies.
- Explainability panel (which drivers caused the variance).
Templates & Distribution
- Pack builder (select pages/sections), bookmarks, scheduler (Functions + Storage).
- Channels: Email, portal, SharePoint/OneDrive.
Security & Azure
- Azure OpenAI with content filters, prompt shields, and PII redaction.
- Key Vault secrets, Managed Identity to SQL, AD SSO, RLS by company/role.
- Full event/audit logs for generated content.
Let AI write the first draft.
See AI embedded reporting generate board-ready commentary, flag anomalies and schedule report packs — with prompt guardrails and reviewer approvals.