Automated Financial Reporting

Automated financial reporting that rebuilds itself when the data changes

Reporting should be a query, not a project. NanoFora generates profit and loss, cash flow and management packs directly from your normalized transactions, and regenerates them the moment the underlying data changes.

Reports are rebuilt by hand every single period

The same pack gets assembled every month: export, paste, reformat, recheck the totals, fix the chart that broke. It consumes the days that should have been spent interpreting the numbers, and a single stale paste can send a board down the wrong path.

How it works

  1. 1

    Define the pack once

    Choose the statements, comparatives and commentary sections your stakeholders need.

  2. 2

    Generate on demand

    Reports are computed from normalized transactions each time, so they are never stale.

  3. 3

    Distribute and drill down

    Share as branded PDF or explore interactively, clicking any line back to its transactions.

Capabilities

P&L and cash flow statements

Built from double-entry normalized data, not spreadsheet arithmetic.

Board-ready PDF export

Branded packs with your logo, charts and commentary.

Line-item drilldown

Click any figure to see the transactions and documents behind it.

Period comparatives

Month-on-month and year-on-year movement with explanations.

Multi-currency reporting

Original and base-currency amounts shown side by side.

Scheduled delivery

Recurring reports and alerts delivered without anyone remembering to run them.

Where teams use it

  • Producing a monthly board pack in minutes
  • Giving investors a consistent reporting format
  • Answering an ad-hoc question mid-meeting with a drilldown
  • Reporting a group with entities in several currencies

Questions

Can reports carry our branding?
Yes. Company logo and details appear on exported PDF packs alongside NanoFora attribution.
Are the numbers auditable?
Every figure drills down to the transactions and source documents used to compute it.
Can reports run on a schedule?
Yes. Recurring reports and threshold alerts can be delivered automatically to your workspace.

Related solutions

Free finance calculators

Put automated financial reporting to work on your own numbers

Create a workspace, connect your data and ask the first question in minutes.

NanoFora provides AI-generated financial analysis for informational purposes and does not constitute regulated investment, tax or legal advice.