FinReport AI Automator
FinReport AI Automator handles end-to-end monthly financial reporting without manual work. On schedule, it computes prior month and year, queries your database for YTD vs month performance, departmental P&L, project WIP, and headcount stats. It formats data into HTML, then uses Google Gemini to generate narrative analysis, recommendations, and summaries. Finally, it sends polished HTML reports via Outlook to stakeholders. It empowers finance leaders to replace tedious analyst hours with automated insights and timely decision support
Trusted by
Built on SQL querying, Gemini 2.5 for data analysis, and Outlook email — all proven, enterprise-grade components used in real-world finance workflows
Success Story
A mid-sized company cut its month-end reporting time from 3 days to 3 hours using Gemini-driven automation
Integrates with
Problem
Finance teams waste hours each month running SQL queries, formatting tables, writing commentary, and emailing reports. This manual burden delays insights and risks errors
Solution
FinReport AI Automator streamlines the full cycle—SQL extraction, HTML tabulation, AI narrative analysis, and Outlook email delivery. It transforms raw metrics into executive-ready reports without human intervention
Result
Teams gain fully automated monthly reports in minutes, reduce report prep time by over 90 %, and increase consistency and insight quality
Use Cases
FinReport AI Automator handles end-to-end monthly financial reporting without manual work. On schedule, it computes prior month and year, queries your database for YTD vs month performance, departmental P&L, project WIP, and headcount stats. It formats data into HTML, then uses Google Gemini to generate narrative analysis, recommendations, and summaries. Finally, it sends polished HTML reports via Outlook to stakeholders. It empowers finance leaders to replace tedious analyst hours with automated insights and timely decision support
Integrations
Connect to your existing tools seamlessly
Technology Stack
Automation
Automation
Infrastructure
Implementation Timeline
Schedule & Logic Setup
0.3 dayConfigure daily or weekly trigger, define reporting date logic, and confirm timing accuracy
Database Integration
0.3 dayConnect SQL database, authenticate access, and validate data retrieval with test queries
HTML Template Design
0.3 dayBuild HTML report templates with tables and visual elements for structured, readable output
AI Analysis Configuration
0.3 dayConfigure Gemini prompt logic for automatic insight extraction and trend analysis
Email Dispatch Setup
0.4 daySet up Outlook email node, map report fields, and test personalized email formatting
End-to-End Testing & Refinement
0.4 dayRun full workflow, verify data accuracy, formatting, and schedule reliability; refine as needed
Support Included
Setup guide, sample prompts, template HTML and email examples
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