Does this replace our ERP?
No — it's designed to sit on top of your existing stack, orchestrating data and narrative workflows rather than replacing core finance systems.
Built for
Close faster. Report faster.
Finance teams shouldn't spend weeks reconciling spreadsheets after the books close. Annual Reports AI is designed to connect ERP and Excel sources, validate figures before narrative work, and route sections to owners — so annual and quarterly packs ship on schedule.
Reconciliation without the fire drill
Designed to pull from ERP exports, FP&A models, and BI dashboards into one layer — surfacing mismatches before they reach the board pack.
Quarterly rhythm, not quarterly panic
The same workflow runs for Q1 through Q4 — templates, validation rules, and approval gates carry forward so each cycle starts from structure, not scratch.
Built for lean finance teams
No enterprise minimums. Founding-team pricing for teams that need professional reporting workflows without a full agency retainer.
Frequently asked questions
Can we use our existing Excel models?
Yes — Excel is a first-class source in the workflow design, alongside ERP and BI connectors.
Shorten your next reporting cycle
Join the founding batch and help shape the AI reporting workflow built for your team.
Join the founding batch