Validation & controls
Validate KPI definitions, financial totals and period comparisons. Surface missing inputs before commentary is prepared.
Management
Management Reporting
Convert financial and operational data into a decision-ready management pack every reporting period.
The work today
Convert financial and operational data into a decision-ready management pack every reporting period.
Management reporting is assembled from finance spreadsheets, operational KPIs and commentary in separate documents. Explaining a change often means restarting the investigation.
- Who it is for
- CFOs, CEOs and management teams
- Typical source data
- Validated financial data · Operational KPIs · Prior period reports
- Generated outputs
- Management Report · CEO Report · KPI Reporting
The reporting workflow
- 1Collect financial data and KPIs
- 2Apply reporting definitions
- 3Compare trends and variances
- 4Investigate exceptions
- 5Prepare management commentary
- 6Review and publish the pack
- Combine financial and operational data
- Explain material changes
- Highlight risks and exceptions
- Retain drill-down from KPI to source
Human review
Management reviews material changes and agent-prepared commentary, retaining control over the final narrative and release.
Every number has a source.
Every management figure connects to the accounting or operational data and calculation used to produce it.
Related report types
Period ComparisonAvailable →Management ReportAvailable →CEO ReportAvailable →KPI ReportingAvailable →
Supported output formats depend on the selected reporting workflow.
Related integrations
Your data already contains the report.
Give Andmera your data, rules and reporting objective. Let it handle the preparation, validation and investigation.