Generate client-ready reporting packs directly from the ledger (financial statements, fixed assets, and AI-drafted narrative notes), every figure traceable to source, approved through the same human gate before publishing.
The agent builds the P&L, balance sheet and GST summary from the reconciled ledger and drafts the narrative notes and policies, then you review and refine.
Narrative notes written from the actual numbers.
Trace any line back to its source.
Your firm's cover, pages and disclosures.
The pack carries a clear status and the agent's flags. You confirm the statements and the drafted notes, then publish or export, recorded in the audit trail.
It surfaces comparatives that differ from last year.
Client-ready output in a click.
Reuse a pack for the next period or client.
Draft a client's pack from reconciled data and review it the same day.