In your format
The one your management already knows how to read. Nobody has to learn to interpret something new.
Export, paste, reconcile, format and send. Eight hours a month nobody was hired to spend on that. It's built once and keeps going out on its own, with live data from the system.
Before: 8 hours of one person's time building the income statement by branch.
After: on the first day of the month the report lands in management's email on its own, with the same numbers and the same format. Zero hours.
It's not a generic dashboard. It's the report you already use, automated.
The one your management already knows how to read. Nobody has to learn to interpret something new.
It's generated against the system at the moment it's requested. Never against a file exported last week.
Download it whenever you want, or have it sent automatically on the day you choose, to whoever you choose.
The hard part isn't generating the PDF. It's making the numbers match exactly the ones your accountant produces by hand today.
And we see how they really do it, including the manual adjustments that are never in the manual. That's where most automations fall apart.
Against the real numbers from the last close. If it doesn't match to the cent, it doesn't get delivered.
It runs alongside the manual one, and they're compared. Only when they match does the person stop doing it.
No monthly fee on either one.
Price per report.
The package comes to $458 per report and is scoped in a single session with your team
If what you want is a snapshot of the business on a screen and not a document, that's the KPI Dashboard.
Thirty days of adjustments are included. After that, minor changes go into the hour bank; redoing it entirely would be a new report.
For internal ones, yes. For financial statements under accounting standards with formal comparatives, you need the financial reporting module, which is a different scope.
Because the expensive work is the session where we define what each department needs. That's done only once for all five.
Just by seeing it, we'll tell you whether it can be automated and how long it would take. Sometimes the answer is that first you have to fix how the data gets entered.
You're talking to Génesis, Valtriom's AI