AI automation for financial and executive reporting
The team spends hours collecting data from CRM, spreadsheets, and accounting systems to build a report that arrives late and is already outdated. Xenturia connects data sources, consolidates relevant metrics, and delivers plain-language reports on a configured schedule — with automatic alerts when indicators deviate.
Evaluate my reporting processThe problem with manual reports
Management reports in many companies are built like this: someone exports data from one system, pastes it into a spreadsheet, cross-references with another source, formats it, and sends it by email. That process takes hours, generates transcription errors, arrives late, and when management receives it, it already reflects data from the previous period. Meanwhile, nobody is watching the indicators in real time.
How Xenturia helps with financial reporting
We connect the data sources your team already uses (CRM, accounting software, spreadsheets, ERP). The AI agent consolidates key metrics, calculates variations vs. the previous period, identifies anomalies, and generates the report in plain language. The report arrives via Slack or email on the configured schedule. If any indicator exceeds the alert threshold defined by the team, the notification arrives immediately.
Example workflow
- 1Team defines which metrics to include, at what level of detail, and who receives each report.
- 2Xenturia connects data sources (CRM, Siigo/Alegra/QuickBooks, Google Sheets, etc.).
- 3On the configured schedule, system automatically extracts and consolidates data.
- 4AI agent generates the report with variations, trends, and anomaly alerts.
- 5Report arrives via Slack or email to defined recipients.
- 6If a key indicator exceeds the alert threshold, notification arrives in real time, not in the next report.
Typical integrations
Human control and oversight
The team defines which metrics to include, who receives what report, and what the alert thresholds are. The agent generates and delivers according to those rules — humans define the business logic and review the results. No report containing sensitive data is distributed without the team having explicitly configured who has access.
Operational benefits
- Reports available without manual data collection and formatting work
- Up-to-date information for management decisions, not previous-period data
- Immediate alerts when indicators deviate from target
- Team redirects report-preparation time toward analysis and intervention
- A single consolidation point instead of multiple spreadsheets
- Report history accessible without searching email chains
Frequently asked questions
Can the agent make financial decisions?
No. The agent collects, consolidates, and presents data. Decisions are made by the human team with information organized and available on time.
What accounting software does it work with?
Siigo, Alegra, and QuickBooks are the primary ones. For other systems, we evaluate API options or data export methods before starting.
How long does implementation take?
For a basic report with one or two data sources, 2–3 weeks. More complex flows with multiple sources or advanced metric logic take longer.
Do the reports adapt to the format we currently use?
The goal is to replicate and improve the reports your team already produces manually. We start with what exists and optimize so it arrives on time without manual work.
Can the system generate automatic alerts?
Yes. We configure thresholds: if a metric falls below the defined minimum or exceeds the maximum, the team receives an immediate notification via Slack or email.
Evaluate your reporting process
We review how much time is spent collecting and formatting reports today, and show you what to connect and automate first.