The governed platform for enterprise finance
AI, Governed by Finance. Finance stays in control.
AI is already reaching into your finance data. Decide what it sees.
Request a Demo →What changed
Governed content, across the business.
What started as a way to get finance's reports out the door has grown into the governed content the business runs on, and that AI can now safely use. Finance keeps the control it always had, and its content now reaches further than ever.
Where it started
- Built for the administrator: author in Excel, automate the send.
- Recipients received what was sent.
- The report ended at the outbox.
Where it is now
- Roles for every stakeholder, beyond just the administrator.
- A self-serve content portal that reaches past the inbox.
- People ask questions of the data and act on the answers, within finance's rules.
Governed AI in practice
Put AI to work on your numbers, with finance in charge of what it sees.
AI works only from the reports finance has approved, never your raw systems or live databases. Every answer traces to approved content, and every interaction is audited.
Bring your own model
Connect your own OpenAI, Azure OpenAI, Amazon Bedrock, or Reportworq Hosted AI account. Your model, your key.
Connect your assistant
Point Microsoft 365 Copilot or Claude at your governed report catalog. Every answer is scoped to that user's permissions.
Narrative on the real numbers
AI writes tailored commentary into each recipient's email and files, generated at run time from the actual figures.
Every call audited
The AI Interactions log records provider, model, user, tokens, and duration, exportable to Excel. Your models and keys stay fully audited.
Finance sets the limits
Role-based access decides what each connector and each AI query can reach, so every assistant works within finance's rules.
New in the Excel add-in
Charts and maps that refresh themselves.
Waterfall and Combo charts, plus real maps, authored right in the Excel your team already uses. They re-render on every scheduled run, so the visual travels with the report and updates unattended.
The foundation
The governed content behind the AI.
Everything here keeps finance's content governed, so the AI built on it stays trustworthy.
A self-serve content portal
Stakeholders pull the reports they need the moment they need them, without waiting on an email.
Roles for every stakeholder
Everyone gets a role with exactly the reach they should have. Administrators keep control while authors build the content.
Modern sign-on, secure by default
Single sign-on for any standards identity provider, with secrets encrypted at rest and HTTPS on by default.
Accountable audit surface
One log for every run and file, including AI calls, exportable to Excel.
Refreshed PowerPoint add-in
Link data into the decks you already build, under the same governance as the rest of your reporting.
Where to next
Pick your path.
Already a customer
See what governed AI and the wider platform mean for the reporting you already run.
See what's changed →Evaluating Reportworq
Twenty focused minutes on automating your own reporting cycle.
See it in your environment →Put AI to work on your numbers. Finance stays in control.
Twenty minutes on your own reports, no canned demo.
Request a Demo →