Client reporter
Super Agent · YP
Builds each client’s periodic report from the ledger and drafts the commentary.
Each reporting date · ran 1h ago
Run nowFinancial services
Client reports, built from the ledger
Pulls the figures from the ledger, builds each report in the format the client expects and explains the main movements. Your client manager checks every report and sends it.
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When
At each reporting date
Systems
XeroExcelPower BIOutlookMode
Drafts only. Your client manager sends
Problem
Clients expect their reports at fixed moments, each in an agreed format. Every period someone exports the figures, updates the template, compares them with the previous period and the budget, and writes the commentary.
What it does
YP pulls the period’s figures from the ledger, fills each client’s report template and compares the results with the previous period and the budget. It drafts commentary on the main movements, each figure linked to the ledger accounts behind it.
How it works
See exactly how the work gets done.
The work starts on each client’s reporting date. The reporting calendar per client starts the run, and the period’s figures are read from the ledger.
Every report follows the format the client expects. YP uses the template agreed with that client, in Excel, PDF or Power BI.
The results are compared with the previous period and the budget. YP then writes a draft explanation of the main movements in the results.
What does not tie out is flagged and not smoothed over. This applies to a period that is not yet booked, a missing budget or a balance that does not reconcile.
Your client manager sends the report to the client. The client manager reviews the report and the commentary, and no report reaches a client without their approval.
The outcome
Your client managers check reports instead of building them. Every figure can be traced to the ledger.
01
1 report per client
In the agreed format, at each reporting date
02
Movements explained
Against the previous period and the budget
03
Client manager sends
Every report, after checking figures and commentary
For your numbers
YP drafts each client report and its commentary from the ledger, so your client managers serve more clients and deliver on time.
How it runs
Designed for enterprise.
Private
Runs on your infrastructure. Drawings, prices, client and claims data never train a model.
Explainable
Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.
Traceable
Every value links to the document, rule or record it came from. Every step is logged. A named person approves anything that leaves the building.
Your systems
Works in your ERP, CargoWise, policy system, GIS and file shares. Nothing is replaced.
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