// AI Reporting
Turn recurring data into a report people can use.
Connect agreed sources, calculate defined measures and prepare readable summaries that stay traceable to the underlying information.
When the report takes longer than the discussion
Reporting often combines repeated exports, spreadsheet cleanup and manual commentary. We start by agreeing what the report is for, how each measure is defined and which source should be trusted.
What we build
- Scheduled collection from approved data sources
- Consistent definitions, date ranges and calculation rules
- A report format with source references and freshness indicators
- Draft commentary that separates observations from interpretation
Example: a weekly operations briefing
The workflow collects agreed counts and statuses, checks that the reporting period is complete and prepares a summary of changes. Calculated values come from defined rules; AI can help explain the supplied results in plain language.
Missing or stale data is flagged. A reviewer checks unexpected changes and approves the briefing before it is distributed.
Keep numbers and interpretation separate
We compare calculations with known examples and test incomplete sources, duplicate rows and date boundaries. Generated commentary must not invent a cause for a change or fill gaps with plausible numbers. Access and distribution follow the audience agreed for the report.
What to bring
Bring the report you use today, its source exports, metric definitions and the decisions it supports. Point out which parts require the most cleanup and which figures your team regularly disputes.