AI Financial Reporting and Analytics
ChatFin connects to your ERP for live actuals and generates financial reports, variance commentary, board packs, and KPI dashboards automatically. Reports delivered on day four. CFO questions answered in 11 seconds.
Reports that write themselves from live data.
P&L, balance sheet, cash flow, and departmental reports generated from live ERP data. Standard management reporting package delivered automatically at close, weekly, or on demand.
Budget vs actual variance at department, cost center, and project level. Material variances ranked by impact. Commentary drafted automatically for each significant line. Controller edits, not writes.
Executive summary, financial statements, variance analysis, KPI dashboards, and supporting schedules assembled automatically from live ERP data. Ready for CFO review on day four.
Finance team and executives query live financial data in plain language. ChatFin retrieves the answer from your ERP and returns it in seconds. No ticket, no analyst, no export required.
Key finance KPIs tracked in real time from ERP data: DSO, DPO, cash conversion cycle, gross margin, headcount vs plan. Dashboards updated automatically without manual refresh.
Investor-ready financial packages, lender covenant reports, and management presentations assembled from ERP data. Formatting and narrative consistent with prior periods automatically.
Reporting that delivers itself.
What finance teams achieve with AI reporting
From manual reporting to day 4 board pack in 4 to 6 weeks
Map your reporting structure
ChatFin audits your reporting hierarchy, board pack template, KPI definitions, and ERP reporting configuration. Reporting automation scorecard at end of week two.
Connect and configure reporting
ERP connected for live actuals. Report templates configured. Variance commentary rules set. Board pack assembly logic defined. First automated report delivered.
Reports deliver themselves
Automated reporting live. Board pack delivered on day four each period. CFO queries answered in seconds. Finance team capacity freed for analysis and forward decisions.
Related reading
How AI agents generate variance commentary and board packs from live ERP data on day four.
Read articleHow ChatFin reporting compares to Pigment, Cube, and Anaplan for finance teams.
Read articleHow conversational BI on live ERP data answers finance questions in seconds without analyst involvement.
Read articleThe board pack should not take 12 days to build from data that exists in your ERP right now.
When reporting assembles itself from live ERP data, the finance team analyses the numbers rather than formatting them. Day four board packs are not a technology luxury. They are the result of connecting reporting to the data directly.
Management reports, board packs, and variance commentary generated from live ERP actuals
CFO questions answered in 11 seconds from your ERP. No analyst required.
Day 4 board pack. 94% faster report generation. Consistent format every period.
Works on NetSuite, SAP, JDE, Dynamics 365, Acumatica, Sage Intacct.