Report Builder
Professional visual reports generated automatically
How it works
Select your data, choose a template, and generate the report. Charts, tables, KPIs, and narrative comments are generated automatically. Schedule recurring reports to eliminate manual work.
Types of reports
- Sales: performance by period, product, area, sales rep
- Financial: P&L, cash flow, budget variance
- Operational: process KPIs, efficiency, trends
- Custom: combine any data into a tailored format
Frequently asked questions
How does the free trial work?
Start with a free trial on Starter and Business plans. Connect your software, explore every feature, and cancel anytime during the trial at no cost.
How long does setup take?
Most users are operational in under 5 minutes. Connect your accounting software (QuickBooks, Xero) or upload a file — the AI analyzes your data and generates first forecasts immediately.
Can I cancel anytime?
Yes. Cancel your subscription at any time without penalties. Monthly plans keep access until the end of the billing period.
Do you sell my data?
Never. Your financial data belongs to you. We are fully GDPR and CCPA compliant; export or delete your data at any time.
Where is my data stored?
All customer data is stored on secure servers in Germany, fully compliant with GDPR and European data-protection regulations.