How to use Financial Report Generator
What does it do?
Creates a management-ready financial report from your figures: summary, metrics, changes and recommendations.
What you need
Financial figures, Report type, Language.
Steps
- Fill in the fields: Financial figures, Report type, Language.
- Press “Load example” to try ready inputs.
- Press “Run tool”.
- Copy or download the result and adjust it as needed.
What you get
An executive summary, a metrics table with changes, highlights and concerns, drivers and recommendations.
Tips for better results
- The tool organises and analyses; it does not replace an accountant or adviser.
- Double-check the figures you enter.
Requirements
AI tool included in Creator or Studio plans. Your input is sent to the AI service for processing and is not stored in your account.
Top 4 uses
1Monthly reports
A management report in minutes.
2Partners
Show performance clearly.
3Investors
A tidy periodic update.
4Owners
Understand the business numbers.
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