Reporting AI turns the books of every company you own into reports that management, the board and investors can read: monthly management reports, a KPI scorecard, board packs, investor updates and one consolidated view of the group in any currency. Every figure opens to its ledger lines, and the written commentary is drafted for your team to edit and approve.
What does Reporting AI do?
Reporting AI builds the reports a finance team owes the people it works for, from the same ledgers the rest of Naarvin reads. Each company stays on its own ERP and in its own currency. Naarvin maps every account to one finance model, so the companies can be read side by side and added together.
| Output | What it shows |
|---|---|
| Management reports | The month by company, line and account, where every level adds up and every figure opens to its ledger lines |
| Insights | What changed this month and why: the few items behind most of the change, followed down to the account and the company |
| KPI scorecard | Liquidity, working capital days, margins, debt ratios and returns, with your targets and the reason each one moved |
| Month-end commentary | A written explanation of the month, drafted from the ledger for your team to edit and approve |
| Board pack | The month and year to date against budget and last year, the forecast, cash runway, liquidity, working capital, receivables and payables |
| Investor update | Twelve-month revenue and growth, margins, net income, cash and net debt, revenue by quarter, and highlights worded from those figures |
| Consolidation | All your companies in one set of numbers, with eliminations, minority interests and currency translation |
| Custom reports | Your own layouts, split by company, cost centre, project, department or customer, against the prior period, last year or budget |
| Daily brief and alerts | What needs your attention, every morning |
Next to the reports sits the CFO Copilot. Ask it a question in Arabic or English, such as why EBITDA fell last month, and the answer is built from your ledgers. Every figure in it opens to its source records, and when the data cannot support an answer, the Copilot says so rather than guess.
How does a month run with Reporting AI?
Reporting runs all month, not only after the close. A typical month looks like this.
- Every morning, a briefBooks sync on schedule, and the daily brief is ready before your team starts the day: what changed and what needs attention, for each person's own companies.
- During the month, answersManagers read the dashboard and ask the Copilot. A figure that moved can be opened down to the company, the project, the supplier and the ledger lines behind it.
- After the close, the commentaryAt month end, a commentary is drafted from the ledger: why the month moved against the one before, where the movement sits, and how it landed against budget. Your team edits it, and someone other than the author approves it.
- The group viewEach company is translated into the reporting currency, intercompany balances and trading are eliminated, and minority interests are shown for companies the group does not wholly own. Each consolidated figure names the companies and the eliminations behind it.
- The board pack and investor updateBoth are assembled from the same engines as every screen. The written commentary in the board pack comes only from commentary your team approved.
- Out to the people who need itThe CFO flash goes by email weekly or monthly, only to members whose access covers every company in it. Notices to Slack and Teams carry names, references and statuses, never amounts.
Because the board pack, the KPI scorecard and the dashboard read the same ledger through the same engines, a figure is the same wherever it appears. Our guide to consolidation and intercompany eliminations explains the group steps in general terms.
Who is Reporting AI for?
Reporting AI is for the people who prepare the numbers, and it is built for the people who read them. CFOs and group finance directors use it for the board and investors. Finance managers use it for the monthly management accounts and for the questions that arrive between them. Owners, boards and department heads are its readers, each seeing only the companies they are allowed to see.
It matters most for a group: several companies, often on different ERPs and in different currencies, where combining the numbers is a monthly spreadsheet exercise. It also works for a single company that wants its monthly reporting built from the ledger rather than rebuilt by hand. If you are weighing it against the reports your ERP already has, our comparison of Naarvin and ERP reporting sets out where each fits.
What stays with your team?
The numbers come from the ledger; the judgement and the story stay with people.
- Editing and approving the month-end commentary. A draft is never published as it stands.
- Setting the KPI targets and tolerances the scorecard measures against.
- Deciding what the board and investors are told, and when.
- Confirming the group structure: ownership, and which customers and suppliers are group companies.
- Deciding who sees which companies. Access is set by role and by company, and a report section a person may not see is left out rather than shown in part.
Figures come from the ledgers through the product's own finance functions, not from the language model. In the investor update, every number in a highlight is one shown in the table. Each organization can switch external AI processing off; the Copilot then answers from the ledger only.
Which systems does Reporting AI work with?
Reporting AI reads the books of every company, from ERPs such as ERPNext, Odoo, Xero, QuickBooks Online, Business Central, Zoho Books, Oracle NetSuite, SAP, Dynamics 365 Finance, Qoyod and Wafeq, or from files, a database login or a data feed for any other system.
Results go where your team already works: live figures in Excel and Google Sheets, pulled with a key that sees only what it is allowed to; notices in Slack and Microsoft Teams; the CFO flash by email; and the daily brief and Copilot answers on Telegram or WhatsApp, once your organization connects its own bot or WhatsApp Business sender. Your own systems can read figures through the API.
How do you start with Reporting AI?
Our team connects one of your companies, maps its accounts to the finance model from suggestions a person confirms, and builds your first month of reports with you. Plans are on request; see pricing or book a demo.
Questions people ask
Can the AI make up a number in a report?
Figures come from the ledgers through the product's own finance functions, not from the language model, and every figure opens to its source records. Highlights in the investor update use only numbers shown in its table. When the data cannot support an answer, the Copilot says so.
Can a finance manager for one company see the group report?
Only what their access covers. Access is granted per company and per role, a report section a person may not see is left out, and the CFO flash goes only to members whose access covers every company in it.
Does consolidation handle different currencies and partly owned companies?
Yes. Each company is translated into the reporting currency, intercompany items are eliminated, and minority interests are shown for companies the group does not wholly own. Each consolidated figure shows the companies and eliminations behind it.
Can we build our own report layouts?
Yes. Custom reports split the ledger by company, cost centre, project, department or customer, across months, quarters or companies, and compare with the prior period, last year or the approved budget.
Are the reports available in Arabic?
Yes. The product, the Copilot, reports, reminders and notifications all work in Arabic and English.