Solutions
AI reporting for business
Bring figures and documents together into useful reports, with less manual preparation. We design the sources, calculations and commentary to help your team see changes, ask better questions and decide priorities.
Where it helps
Who it suits
Businesses repeatedly assembling reports from several sources, with consistent definitions and someone accountable for checking them. Poor or inaccessible source data should be addressed before relying on a dashboard or summary.
What it does
Spend less time assembling reports and more time reviewing performance and deciding priorities. Bring several departments into one business view when that serves your goals.
What we need to assess
- Report audience, decisions it supports and agreed metric definitions
- Permitted sources, reporting periods and data ownership
- Examples of reconciled figures and the review/approval process
- 01Permitted sources and agreed definitions
- 02Compare figures and flag assumptions
- 03Deliver the scheduled report with exceptions flagged
Example workflow
How it could work
A reporting workflow could gather permitted pipeline and revenue figures, highlight missing data and draft commentary for a weekly review.
01
Collect the agreed evidence
A weekly review gathers permitted marketing activity, sales pipeline and finance figures for the same reporting period. Missing sources are identified.
02
Prepare a reconciled view
The workflow checks definitions and calculations, then drafts commentary with assumptions visible. An incomplete period is not presented as a complete result.
03
Review and decide
A person reviews the report and decides what action to take. Departmental contributions can be brought together in a leadership review where that fits the business need.
Limitations & approvals
Validate source quality, calculations and definitions. People retain financial advice, budgets and material decisions; forecasts are scenarios, not promises.
Read about permissions, checks and human oversight →Test before launch
Compare outputs against known reconciled examples. Test inconsistent dates, duplicate records, unavailable sources and misleading comparisons. Check that uncertainty and missing data remain visible rather than hidden behind confident commentary.
Your proposal sets out the implementation, itemised price and ongoing support. Our Process explains subscriptions and how additional work is agreed.
See discovery, design, testing and support →Questions worth asking
Can AI reporting replace financial advice?
No. A report can help assemble and interpret information; financial advice, budgets and material decisions remain with authorised people and appropriately qualified advisers.
Is reporting the same as a connected AI workforce?
Reporting prepares a useful business view. A connected AI workforce lets people work across business areas such as Marketing, Sales and Finance in one conversation, according to their access. Reporting can be useful on its own or as part of that.
Can a report predict future revenue?
Scenario analysis may be considered with appropriate sources and assumptions. Forecasts are scenarios, not guarantees, and should be checked for uncertainty and limitations.
A service, or part of a workforce?
Use this service for a focused need or connect it with other capabilities across your business. We design the combination around your goals, information and team.
Where could your business get time back?
Tell us where time gets lost, customers wait or information is hard to find. We’ll explore how AI support and connected workflows could help, and discuss a practical next step for your business.
Request a call and MindFish will follow up to arrange a time.