What starts it
- Month end, once the agreed exports are available.
Illustrated conceptFinance
Reporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.
Reporting assistantSECTIONS 4
Revenue and margin
Cash position
Pipeline
Headcountexport missing
from agreed exportschanges flagged
When it runs
What it reads
- The agreed exports and source documents
- Last month’s report
- The reporting template
How the work changes
Today
- Someone assembles the same report by hand each month
- Missing figures are found late, in review
With the workflow
- The template is filled from the exports by defined rules
- Missing or inconsistent figures are flagged
- Commentary is drafted with a source for each point
What it produces, and who checks it
Outputs
- A report draft in your template
- Flags for missing or inconsistent information
- Source-linked commentary for the reviewer
Accounting judgments, repairs to source systems and unreviewed figures are outside it.
What a person does
- The finance owner checks the figures
- They approve the report before it’s shared
What it needs
If these aren’t in place, they become the first part of the work.
Exports with stable definitions
One agreed report format
A named reviewer
Where this workflow fits
- Service
AI Agents
For one defined job
- Business need
Finance operations
Close the month with less assembly.
Microsoft Copilot
AI inside Microsoft 365: Word, Excel, Outlook and Teams, plus Copilot Studio for agents.
- Industry
Private equity
Portfolio operations, and work inside the firm
Discuss this workflow.
Tell us how the work runs today. We’ll tell you what it would take to set this up in your tools.