Financial Reporter
Generates structured financial reports — P&L, cash flow, budget vs. actuals — directly from your ERP data. Delivers formatted reports to leadership on a defined schedule, ready for board presentation.
Billing unit
Per report generated
Pay only for the value delivered. No upfront cost.
The result
Reports are generated automatically on day 1 after month-end. The finance team spends their time on commentary and analysis, not data assembly.
What happens without this agent.
Before
Monthly reporting takes the finance team 2–3 days of data extraction, formatting, and checking. The CFO receives reports 5–7 days after month-end.
Step by step: how the Financial Reporter operates.
Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.
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Scheduled trigger fires at month-end (or on demand)
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Agent connects to ERP and extracts actuals for the period
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Calculates variances vs. budget and prior period
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Generates structured report: P&L, cash flow, KPIs, variance commentary template
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Formats output as branded Excel/PDF ready for presentation
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Posts to Finance Leadership channel and SharePoint archive
Built for your Finance team.
The Financial Reporter is designed specifically for Finance processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.
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Zero upfront cost
Development is fully covered. You pay only per report generated, starting from the first one the agent handles.
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Inside your perimeter
The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.
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Agreed metrics, transparent pricing
Before deployment, we agree what success looks like and how much each action costs. No surprises.
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Production-ready in weeks
We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.
Before vs. After
Without the agent
Monthly reporting takes the finance team 2–3 days of data extraction, formatting, and checking. The CFO receives reports 5–7 days after month-end.
With the agent
Reports are generated automatically on day 1 after month-end. The finance team spends their time on commentary and analysis, not data assembly.
Common questions about the Financial Reporter.
- What does the Financial Reporter do?
- Generates structured financial reports — P&L, cash flow, budget vs. actuals — directly from your ERP data. Delivers formatted reports to leadership on a defined schedule, ready for board presentation.
- What is the business impact of the Financial Reporter?
- Reports are generated automatically on day 1 after month-end. The finance team spends their time on commentary and analysis, not data assembly.
- How is the Financial Reporter deployed?
- The Financial Reporter is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Finance systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per report generated.
- How much does the Financial Reporter cost?
- The Financial Reporter follows theywork365's pay-per-action model: you pay only per report generated, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
Other Finance agents you can deploy.
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Invoice Processor
Reads incoming invoices (PDF, email attachments), extracts line items and totals, matches to purchase orders, flags discrepancies, and routes for approval — reducing processing time from days to minutes.
View details →
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Expense Reviewer
Analyzes employee expense reports against company policy: checks category compliance, receipt presence, amount limits, and duplicate submissions — then prepares a structured approval summary.
View details →
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Budget Forecaster
Produces rolling 3-month budget forecasts by combining actual spend, committed costs, historical patterns, and business signals — delivered to finance and department heads every month.
View details →
Ready to deploy the Financial Reporter?
Talk to an expert. We'll scope the agent to your exact processes in one call — no commitment required.