For CEOs
Keep the business priorities in view.
Discuss the performance measures, trends and operating priorities that belong in your management review, with the context your leadership team needs.
For CEOs & CFOs · US, UK & Europe
Management insight, shaped around your business.
Custom executive dashboards and management reporting built around the decisions you need to make, the measures you use and the data you can provide.
Send your requirements through our contact form.
Begin with the decision
A reporting view with a clear purpose.
Define what leadership needs to understand, then agree the measures, sources and reporting period that support that view.
For CFOs
Bring structure to financial reporting.
Define the financial measures, comparisons and review requirements for your reporting cycle, including cash flow or profitability where relevant to the agreed scope.
Two ways to work
Choose the approach your data can support.
The right reporting model depends on the access available, the quality of the inputs and the rhythm of your management decisions.
Connected Dashboards
Connect through customer-authorized APIs or agreed direct data access. Source compatibility, permissions and refresh frequency are confirmed before implementation.
- Data accessYour team authorizes the agreed sources and access arrangements.
- Reporting rhythmUpdates follow the refresh frequency agreed for each source and use case.
- ScopeWe agree the measures, views and review responsibilities around your requirements.
Scheduled Reporting
Your team submits or uploads the agreed data to an agreed location by the reporting deadlines. Management reports are prepared from those submissions on the agreed schedule.
- Data handoffAgree the format, submission location, responsible person and deadlines.
- Delivery dependencyReporting depends on complete, usable customer data arriving on time.
- ExceptionsMissing or late inputs are reviewed with you before confirming any revised delivery plan.
Data access, submission arrangements, refresh frequency and reporting scope are agreed for each engagement.
A practical working process
Agree the scope. Review the output.
- 01 / DEFINE
Start with your questions.
Identify the audience, management decisions, measures, reporting periods and outputs that matter to your business.
- 02 / AGREE
Confirm the data approach.
Choose connected access or scheduled submissions. Agree permissions, formats, data ownership, reporting frequency and responsibilities.
- 03 / REVIEW
Build and review together.
Review the definitions and sample outputs with your team, resolve questions and agree the delivery process for the approved scope.
Start a conversation
What should your next management report help you decide?
Tell us about your company, your role, your reporting goals and how your data could be made available. We can then discuss a suitable scope.
Opens our contact form. Your enquiry is emailed to FinAI when you submit it. Data access and submission arrangements are agreed separately.
Explore the wider FinAI platform.
The FinAI platform is in development alongside our existing services and custom reporting work. Development includes accounts payable, general ledger and financial reporting workflows. Contact us to discuss your requirements and the platform's current scope.