Reporting agent
An agent that collects the numbers from your tools every week, checks them and sends a short report people actually read.
Every Monday someone pulls numbers from the CRM, the accounting system and a couple of spreadsheets, cleans them up and pastes them into the same report. It takes hours, it's dull, and it's often late.
A reporting agent does the collecting and assembling. Your analyst or manager reads the result and adds what only a person can: what the numbers mean and what to do next.
What it does
- Pulls the numbers from the systems you already use
- Cleans them and lines them up the same way every time
- Checks for gaps and figures that don't add up before anything goes out
- Builds your standard report and sends it on schedule, by email, in Slack or as a document
- Adds a short summary of what changed since last time, taken from the numbers it collected
What stays with people
The commentary and the decisions. The agent shows what changed; people decide why it matters and what to do about it.
Who it suits
Teams with a regular report built by hand from more than one system: weekly sales and pipeline, monthly client reports, billing summaries.
Where it fits by industry: AI agents for law firms, AI agents for accounting and bookkeeping firms, AI agents for agencies and consultancies.
How we start
A 30-minute discovery call. Show me the report you make today and where its numbers come from, and I'll tell you honestly whether an agent fits and what it would take.