Insights
in minutes
Automatically generate a report from financial statements in minutes, with insights and recommendations
More added value
for your clients
Sector data and internal best practices built in
Auto-generated talking points
Know what to discuss with your client, what other solutions to offer
Love
your work
Add your creative thoughts. Focus on what you are good at and have the boring basics done for you!
Insights Reports, generated by AI
Three simple steps can transform financial statements or any numerical data into an insightful report, ready to present to your client.
Step 1:
Link Raw Data
Upload any Excel or other source with numerical data, such as the financial statements of your client.
Step 2:
Select Analysis
Chose the types of analyses you want to perform
Step 3:
Finished Report
The data is analysed, insights are discovered automatically and conclusions are written. Your full report is ready for download in minutes.
Capabilities
⚙️ Automatic Insight Generation
Turns large datasets into digestible summaries and conclusions.
🧠 Built-in Best Practices
Aligns output with your company’s internal guidelines and industry norms.
⏱ 90% Time Saving
Drastically reduces the time spent analysing data and writing reports.
🔄 Cross-Sell Opportunity Detection
Suggests additional products or services based on customer and transaction patterns.
📊 Any Numerical Data
Works with performance metrics, financials, survey results, POS data, and more.
🤝 Customised, Team-Ready Output
Delivers branded, editable, presentation-ready reports your team can share.
Works well with most data sources
(and Excel!)
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