The impact
Shorten the reporting cycle
Structured data, calculations and recurring presentation steps are brought into one repeatable workflow.
Standardise the management pack
Metrics, mappings and commentary follow the same agreed definitions rather than changing with the preparer.
Put variances in context
The Application surfaces differences, trends and risk narrative alongside the underlying numbers.
Keep interpretation with finance
Finance reviews and approves the figures and commentary before they are relied on by management.
The problem
Finance teams spend significant time turning trial balances and accounting extracts into management packs, dashboards and written commentary. Reporting quality can vary by preparer, while month-end insight arrives later than the business needs it.
What the Application does
AIMAI built the Application to turn structured finance data into a governed management reporting workflow. It validates the input, applies agreed account mappings, KPI definitions and thresholds, calculates the required metrics, creates dashboard views and produces written management commentary. Users can then ask follow-up questions against the same controlled reporting context.
How it works
- Finance data received
- Input validated against agreed structure
- Accounts mapped to reporting definitions
- KPIs and variances calculated
- Dashboard and commentary produced
- Finance reviews figures and interpretation
What it uses
- Trial balance or accounting extracts
- Chart of accounts and reporting mappings
- KPI definitions and thresholds
- Prior-period or budget data where available
What it produces
- Management dashboard
- MI pack and written commentary
- Variance and risk narrative
- On-demand finance questions and summaries
Where people stay in control
Definitions, mappings and commentary rules are governed. Finance retains responsibility for approving reported figures, interpretations and the management message that goes out.
The result
The finance team starts from a repeatable reporting workflow rather than rebuilding the management pack each month. Figures, mappings and commentary follow agreed definitions, variances are easier to surface and finance keeps control of the final interpretation.
Could something similar work in your business?
It is likely to be relevant if:
- Your team repeatedly turns accounting extracts into management packs.
- Reporting depends on spreadsheets, manual mappings or copy-and-paste commentary.
- Different preparers produce inconsistent dashboards or narrative.
- Management wants quicker access to month-end insight and variances.
- Finance needs human approval to remain over reported figures and interpretation.
Have a workflow like this?
Tell us how management information is produced in your business today. If the workflow has similar accounting extracts, mappings, KPIs and review stages, we can show you how an Application could be configured around your reporting process.