The reporting agent that makes numbers talk
Instead of copying tables together: the agent gathers KPIs from your systems, creates weekly or monthly reports and points out anomalies. You review before anything goes further.
The agent identifies itself as AI – transparent and traceable.

Reporting agent
- Numbers come from your source systems
- Anomalies are flagged, not invented
- Reports for review before sending
- Traceable calculation
Guideline values and concept – not results of real customers.
Reporting agent: What the work looks like in the dashboard
Everything important at a glance: what the agent has handled, what needs your approval and what was handed to a person.
Automatic where it is safe – with a person where it matters
Every step is visible and traceable. In special cases or when unsure, a person decides.
- 1Data is availableSystems, spreadsheets
- 2Combine figuresReconcile sources
- 3Check the rulesPlausibility
- 4A person checksAnomaliesA person decides
- 5Report & deliveryReport, recipients
Concept illustration. We define the exact flow together with you in the analysis call.
See the dashboard and flow for your case?
In the demo we show both using your processes – no obligation, 30 minutes.
From data set to summary
Invented example without real numbers.
- Comparison with prior period
- Anomalies visible
- Approval before sending
What the agent may do – and what not
The agent handles itself
- Fetch and combine data
- Create reports
- Flag deviations
- Provide reports on schedule
Submitted for approval
- Sending to third parties
- Recommendations and conclusions
- New data sources
Never does
- Invent or estimate numbers without labelling it
- Access systems that are not approved
- Make business decisions
Where the agent can connect
- Spreadsheets
- CRM
- Ticket system
- Accounting
- Databases
Which systems can be connected is clarified in the analysis call – it depends on the interfaces of your software.
Typical fields of use
Retail
Weekly report on orders and returns.
Service providers
Utilisation and enquiries.
Manufacturing
KPIs from production and maintenance.
Calculate with your own numbers
A thought model for reporting work.
You stay in control
AI agents only work within the rules you define together with us.
People decide
Important steps are submitted for approval. You decide what may run automatically.
Traceable
Every action is logged so you can always see what happened.
Privacy from the start
Built with GDPR in mind: data minimisation, processing agreements and deletion concepts are planned from the beginning.
AI disclosure
Agents identify themselves as AI towards customers, as the EU AI Act (Art. 50) envisages for interaction with AI systems.
Legal requirements depend on the individual case. We do not replace legal advice.
How the rollout works
Manageable, in stages, with clear decision points.
Analysis
Joint conversation, document the process, define goal and limits.
Pilot · 4–8 weeks
Limited deployment with real but non-critical cases.
Go-live
Step-by-step release, training, hand-off rules.
Optimisation
Evaluation, adjustment, controlled expansion.
Answers to the most common questions
How reliable are the numbers?
The numbers come from your source systems and are calculated, not estimated. The AI formulates the explanation; you review before sending.
Can the agent create forecasts?
It can describe simple trends. Forecasts are always assumptions and are labelled as such.
Which systems can be connected?
Depending on interfaces and export options. We clarify this in the analysis.
Who sees the reports?
Only the people you define.
Is there a dashboard?
On request, yes – as part of a web application. That is a separate service.
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Learn moreLet’s talk through your case in 30 minutes.
We show you what an AI agent or software solution can take on in your business – and what it cannot. No obligation, no sales pressure.
- Usually a reply within 1 business day
- No sales pressure
- A personal contact
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