Financial Analysts
Monday morning is for reformatting last month’s report. Again. The data is correct. The model is solid. You are spending the first day of the week on work that has nothing to do with analysis.
Use case
Publish the model once. The platform handles the per-recipient formatting and file naming automatically, every cycle, so Monday starts with analysis instead of cleanup.
Build in the Excel you already know. Your models and templates stay exactly as built.
Excel, PowerPoint, PDF, or HTML email.
Your planning system and your SQL databases combine into a single output.
Contributors fill in structured Excel forms, and their numbers load straight into the model.
Proof
Every cycle, a Synovus finance employee spent two full days extracting and formatting reports before emailing hundreds of them. The platform took over distribution entirely.
“What once took two days of manual effort each week is now handled automatically with greater accuracy and security.”Strategic Finance Officer, Synovus Bank
FAQ
Yes. It brings together data from leading planning platforms, SQL databases, Excel files, and other enterprise sources into a single governed reporting process. Eliminate manual consolidation while ensuring every report is built from trusted, up-to-date information.
No. Your cubes, models, dimensions, subsets, hierarchies, and existing reports stay as they are. Your finance team can continue working exactly as they do today while gaining automation and governance.
Personalized Excel, PDF, and PowerPoint reports go out automatically through Email, Microsoft Teams, Slack, SharePoint, or other supported destinations, based on your schedule and security rules.