Ai Autoreport

AI AutoReport is a data‑agnostic reporting engine that dramatically simplifies enterprise reporting by automatically ingesting, correlating and visualising data from any source, whether..

Key Features
Live Integrations

Connect via APIs or ODBC/JDBC to ERP, accounting, HR, inventory, CRM and any other operational system.

Manual Uploads & Admin Panel

Drag‑and‑drop CSVs, Excel workbooks or PDF tables, or configure sources via the admin‑panel settings—either way, the platform parses and ingests your data seamlessly.

Schema Discovery

Automatically detects relationships, join keys and hierarchies across disparate tables.

Data Cleaning & Harmonisation

Normalises formats, de‑duplicates records and flags anomalies.

Template Library & Ad‑Hoc Builder

Pre‑built layouts for financial statements, HR dashboards, inventory reports and more, plus a drag‑and‑drop canvas for custom charts, pivot tables and narrative summaries.

Any Format

Outputs can be converted on‑the‑fly to PDF, CSV or displayed as interactive dashboard tables.

Mobile Access via WhatsApp

Simply message the AutoReport bot on WhatsApp to request and receive reports on your phone—perfect for managers on the move.

Scheduling & Alerts

Automate delivery via email, Slack, WhatsApp or API webhook on a calendar schedule or when key thresholds are met.

Role‑Based Access:

Control who can view, edit or approve each report.

Versioning & Audit Trails

Track changes, comments and data‑source snapshots for compliance.

Architecture & Workflow
Data Ingestion

Live connectors poll source systems; manual uploads are parsed into staging tables.

Automated Modelling

AI engine profiles datasets, suggests joins and builds a unified data model.

Report Assembly

Users select from templates or start from scratch in the visual builder.

Rendering & Delivery

The engine generates high‑fidelity outputs and dispatches them to stakeholders.

Monitoring & Feedback

Usage metrics and user feedback loop into continuous model improvements.

Typical Use Cases
Monthly Financial Close

Pull general ledger, AR/AP and cash‑flow data into one consolidated report without manual spreadsheets.

Executive Dashboards

Combine HR headcount, sales pipeline and stock levels into a single live dashboard for board meetings.

Operational Alerts

Trigger automated “low‑inventory” reports when stock dips below predefined thresholds.

Typical Use Cases
Monthly Financial Close

Pull general ledger, AR/AP and cash‑flow data into one consolidated report without manual spreadsheets.

Executive Dashboards

Combine HR headcount, sales pipeline and stock levels into a single live dashboard for board meetings.

Operational Alerts

Trigger automated “low‑inventory” reports when stock dips below predefined thresholds.

Complex Multi‑Source Use Cases

(Each scenario pulls in data from 3+ systems spanning multiple departments.)

Manufacturing Group Operational Review
Data sources:
ERP (production output), Inventory system (raw‑material levels), Maintenance logs (machine downtime), HR timesheets (labour hours), Finance ledger (costs)
Departments involved:
Production, Maintenance, HR, Finance
Retail Chain Omnichannel Performance Dashboard
Data sources:
POS terminals (in‑store sales), E‑commerce platform (online orders), CRM (customer segments), Warehouse WMS (stock levels), Marketing automation (campaign spend)
Departments involved:
Sales, Logistics, Marketing, Finance, Customer Service
Healthcare Service Quality & Cost Analysis
Data sources:
Electronic Medical Records (patient outcomes), Pharmacy system (medication dispensed), Billing system (costs/reimbursements), Staffing roster (nurse/doctor shifts), Supply‑chain portal (critical consumables)
Departments involved:
Clinical, Pharmacy, Finance, HR, Procurement
Hospitality Group Profitability & Utilisation Report
Data sources:
Property‑management system (room occupancy), POS (F&B revenue), CRM (guest profiles), Payroll (staff costs), Events booking platform (conference bookings)
Departments involved:
Operations, Food & Beverage, Sales, HR, Events
Financial Services Risk & Compliance Monitor
Data sources:
Trading platform (position data), KYC database (client profiles), Compliance logs (audit trails), HR access‑logs (user activity), Market‑data feeds (pricing)
Departments involved:
Trading Desk, Compliance, IT Security, HR
Construction Project Health Dashboard
Data sources:
Project‑management tool (milestones), Timesheet system (labour hours), Procurement system (material deliveries), Financial‑control system (budget vs. actual), Safety‑audit reports
Departments involved:
Project Management, Procurement, Finance, HSE (Health & Safety)
Pharmaceutical R&D Portfolio Tracker
Data sources:
LIMS (lab results), Clinical‑trial database, Finance (R&D spend), Regulatory‑filing tracker, IP management system
Departments involved:
R&D, Clinical Operations, Finance, Regulatory Affairs, Legal

Each of these examples would traditionally require cross‑functional meetings, spreadsheet consolidation and manual data wrangling—tasks that AI AutoReport automates end‑to‑end.

Administration & Security

(Each scenario pulls in data from 3+ systems spanning multiple departments.)

Single Sign‑On (SSO):
Integrate with corporate identity providers (LDAP, OAuth).
Encryption & Compliance:
Data encrypted at rest and in transit; supports GDPR, SOX and ISO 27001 workflows.
Governance Controls:
Data‑access policies and report‑approval workflows ensure that only vetted, accurate insights are published.

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  • 02 If needed, we sign an NDA to ensure the highest privacy level;
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