Stop making decisions on data that's already a week old.
An agent that monitors your KPIs in real time, assembles every report from live source data, and delivers it on schedule, so leadership operates on current intelligence instead of last week's snapshot. No manual pulls, no assembly time.
By the time the report is built, the data has moved
Reporting is manual, repetitive, and slow. Teams spend hours pulling from scattered systems, assembling spreadsheets, and reconciling numbers, and by the time the report lands, the moment to act on it has often passed. Anomalies surface weeks late. Leadership decides on lag, not on what is true now.
Live data in, finished reports out
One agent that connects your systems, watches your numbers, and delivers the reporting your team builds by hand today.
Scheduled report generation
Pulls data from every connected source, validates it, formats it to your template, and delivers it to the right recipients on schedule.
Real-time KPI monitoring
Watches your configured KPIs and sends an alert the moment a metric crosses a threshold, so leadership can act, not react.
Unified data layer
Connects your CRM, ERP, accounting platform, and operational tools into a single reporting layer, pulling current data from each.
Live executive dashboards
Updates dashboards continuously as the underlying data refreshes, so leadership always sees current performance.
Financial modeling
Generates scenario models, variance analyses, and forecast updates using your assumptions, freeing finance for interpretation.
Compliance reporting
Assembles required reports from live data, validates completeness, and delivers them on the regulatory schedule with a full audit trail.
From live source to the right inbox
The agent runs the full reporting cycle continuously, in the background.
Connect
It connects to your CRM, ERP, accounting, and operational systems as live data sources.
Monitor
It watches your KPIs continuously and flags anomalies the moment a threshold is crossed.
Assemble
It pulls current data, validates it, and formats reports and dashboards to your templates.
Deliver
It sends each report to the right recipients on schedule, with a complete audit trail.
Built for data-heavy reporting cadences
Any operation where leadership needs current numbers across multiple systems, on a fixed schedule.
Alternative lenders and financial services
Portfolio performance, AR aging summaries, collections-rate tracking, investor reporting, and regulatory submissions on schedule.
Equipment leasing and factoring
Lease portfolio reports, payment-status dashboards, and delinquency alerts without manual aggregation across systems.
Professional services
Utilization reports, project profitability, billing-pipeline dashboards, and client performance reviews delivered on schedule.
Multi-location organizations
Performance data across every location consolidated into one automated executive report, same format and cadence.
Healthcare and clinics
Patient-volume reports, revenue-cycle dashboards, collections tracking, and compliance metrics without pulling staff off clinical work.
Growing SMBs
Replace the spreadsheet reporting your team has outgrown with automated dashboards that scale as your data volume grows.
Runs on the same operating layer as every CXO system
Reporting automation inherits the full Axon stack: enterprise data connectivity across your CRM, ERP, accounting, and operational tools, multi-step assembly and validation, anomaly detection, and scheduled delivery, all with a complete audit trail.
Often deployed alongside
Financial Back-Office Automation
AP, AR, reconciliations, and reporting handled by agents that work around the clock.
Explore →Collections & AR Automation
Recover receivables faster with consistent follow-up that never forgets a payment.
Explore →Custom Agentic Workflow
If a person does it repeatedly, we can build an agent to run it. Designed around your process.
Explore →Start with your most time-consuming report.
In a discovery call we map your reporting workflows and show you which one an agent can take off your team first, with a clear path to a working system.
Book a discovery call →