Management Reporting for SME Finance Teams
Bring finance evidence, AI-assisted narrative, review status and a versioned PDF into one repeatable client and reporting-period workflow.
The problem
Monthly reporting often breaks across spreadsheets, chat prompts, email edits and PDFs. That makes evidence difficult to trace and recurring delivery hard to scale.
What you get
- One client and period record for the work
- Draft, review, approval and delivery controls
- A reusable PDF process without a mandatory analyst handoff
How it works
- Create the client and reporting period
- Import and verify finance data
- Run the relevant finance missions
- Assemble, approve and export in Report Studio
Templates
- Board Meeting Finance Pack Template
- Investor Update Finance Template
- Finance Reconciliation Review Checklist
Common questions
Can an outsourced finance practice use this?
Yes. Client workspaces keep each SME and reporting period separate, with optional recurring practice plans and white-label reporting.
Can I edit the AI narrative?
Yes. Report sections remain editable and must pass through review and approval before delivery.
Does this replace statutory reporting?
No. It is designed for internal management decisions and does not provide statutory, audit, legal or tax opinions.