AI-06 — The AI Platform
Reporting pipelines that read your ERP, not just your instructions
We connect the Anthropic Claude API directly to your ERP data to draft the first version of your management commentary, variance narratives, and IFRS disclosures — reviewed and signed off by a qualified practitioner before anything reaches you.
How It Works
Five steps, from raw ledger to signed-off report
The pipeline shortens the distance between "books closed" and "report ready" — without shortening the review that makes a report trustworthy.
ERP Data Extraction
Trial balance, GL detail, and prior-period data extracted directly from Zoho, QuickBooks, or SAP.
AutomatedVariance & Pattern Analysis
Claude analyzes period-over-period movements and flags anomalies and material variances for attention.
AutomatedDraft Narrative Generation
Management commentary, variance narratives, and IFRS disclosure language drafted directly from the analyzed data.
AutomatedPractitioner Review
Every draft is checked line-by-line against source data and IFRS requirements by a qualified practitioner.
Human-ReviewedSign-Off & Delivery
Corrected, finalized reporting is signed off and delivered — the only version that ever reaches you.
Human-ReviewedWhat's Automated, What Isn't
The line we don't move
Speed comes from automating the drafting. Trust comes from never automating the judgment. Here is exactly where that line sits.
| Reporting Task | Automated (First Draft) | Human-Reviewed (Always) |
|---|---|---|
| Data extraction from ERP | Yes | Spot-checked against source |
| First-draft variance commentary | Yes | Reviewed & edited |
| IFRS disclosure language (first draft) | Yes | Reviewed & edited |
| Numerical accuracy & tie-out | — | Always verified against source |
| Technical accounting judgment | — | Practitioner-only |
| Final sign-off before delivery | — | Practitioner-only |
| Filing / submission to authorities | — | Practitioner-only |
Why It Matters
Built for lean finance teams
Most growing businesses don't have a reporting team large enough to produce board packs and disclosure-quality commentary on a fast cycle. The AI pipeline exists to close that gap — not to remove the practitioner from the process.
In production use, the pipeline has cut manual reporting effort by 90%+ — hours of first-draft commentary and disclosure writing compressed into minutes, freeing practitioner time for the parts of the job that actually require judgment: reviewing, challenging, and standing behind the final number.
The output you receive has always passed through a human review step. We're not asking you to trust an AI model's accounting judgment — we're asking you to trust a practitioner who reviews faster because the first draft is already on their desk.
Data Handling
Your data, handled with the same discipline as your numbers
ERP data used in the pipeline is handled under standard client confidentiality terms set out in every engagement agreement. We integrate directly with your existing ERP and reporting tools rather than asking you to duplicate data into a separate system, and access is scoped to what each engagement requires.
See It On Your Numbers
Ask us to run a sample report on your last close
The fastest way to evaluate the pipeline is to see it against a period you already know the answer to.