SynthesisLogic

AI agent for automated reports

An agent that gathers the numbers from your systems and spreadsheets each day or week, checks them, fills your Excel or Word report, adds a short note on what changed, and sends it to the people who need it.

Book an intro call How it works
A morning with this agent
  1. Yesterday's sales and stock read from the ERP and 3 spreadsheetsDone
  2. Branch 2 has not sent yesterday's figuresAsks a person
  3. Daily management report built in ExcelDone
  4. Report sent to 5 managers with a short summaryDone

An example. Your agent is built around your own work.

How it works

  1. Gather

    On schedule, the agent pulls figures from your accounting system, ERP, CRM, shop and shared spreadsheets, using the same sources your team copies from by hand.

  2. Check

    Before anything goes into a report, it checks that totals match the source, that no branch or day is missing, and that no figure is far outside its usual range.

  3. Build

    It fills your existing Excel or Word template, or writes a short email report with tables and charts, and adds a few lines on what moved since last time, citing the figures.

  4. Send

    A person approves the first reports. After that the agent sends them on schedule to the list you set and logs every run. If a check fails, the report is held and you are told why.

New to AI agents? How they work, in plain words

Real examples, setup steps and tool connections for this agent

An example conversation

An example of how a conversation runs. The grey lines show what the agent does in your systems meanwhile.

  1. CustomerMorning. Is the weekly sales and stock report ready for the 10 o'clock meeting?
  2. Refreshed the weekly report: read sales from the ERP for all 6 branches, cash and receivables from the accounting system, leads from the CRM.
  3. Checked totals against the source for each branch. Five of six match. The Al Ain branch has no sales after Thursday.
  4. AgentGood morning. The weekly report is built but not sent. Al Ain shows no sales after Thursday, which looks like missing data and not a quiet weekend. Should I send it without that branch or wait?
  5. CustomerWait. I'll ask them to run the export again.
  6. Marked the report as held. Will re-check the Al Ain data at 09:00.
  7. 09:00. Al Ain sales for Friday to Sunday are now in the ERP. All six branch totals match the source.
  8. AgentThe Al Ain figures are in and all totals match. Sales are up 4% on last week, mostly the Dubai branch. Receivables over 30 days rose by 45,000, from two customers. I have not tried to explain why.
  9. CustomerSend it to the managers.
  10. Sent the report as an Excel file and a one-page summary to 9 recipients on the list. Logged the run.

How it is built

Start with the reports you already make
We list the reports people build by hand today, who reads each one, how often, and which systems and sheets feed them. The agent then rebuilds those, in the same template and layout, so your managers see no change.
Where the numbers come from
From your systems through APIs or exports: accounting software such as QuickBooks or Xero, an ERP, a CRM such as Salesforce or HubSpot, an online shop, analytics, and shared spreadsheets. Figures are read at the moment of the run, not from the model's memory.
Calculations are done by code, not by the model
Totals, percentages and comparisons are computed by ordinary code and queries. The language model writes the sentences around them and never produces a figure itself. A model that does arithmetic in its head can be wrong.
Checks stop a wrong report
Totals are compared with the source, missing branches or days are detected, and figures far outside the usual range are flagged. A report that is wrong but on time is worse than a late one, so a failed check holds the send.
Short commentary, limited to the data
The note on what changed states what moved and by how much, citing the figures. Managers add the why. The agent does not state causes the data does not show.
Templates and a fixed list of actions
One master template is kept and versioned so copies do not drift. The agent can read data, fill templates, refresh Excel queries or Power BI datasets, and send the result by email. It cannot change the source data.
Approval, logs and hosting
A person approves the first reports. After that, runs go on schedule and each run is logged with the sources, checks and recipients. It runs in the cloud or on your servers.

What you can connect to it

Excel and Power Query
Refreshes data queries and fills your report templates.
Google Sheets
Reads and writes ranges through its API, for source data or the finished report.
Power BI
Refreshes datasets and exports reports through its REST API.
QuickBooks Online
Pulls profit and loss, balance sheet and other reports through its API.
Xero
Pulls its report endpoints such as profit and loss and aged receivables.
Salesforce or HubSpot
Reads pipeline, deal and activity data through their APIs.
ERP (Odoo, SAP, NetSuite and others)
Reads sales, stock and production figures by API or export.
Online shop (Shopify and others)
Reads orders and stock for the sales report.
Gmail or Outlook
Sends the finished report and answers questions about it.
Word templates
Fills a document with generated text and tables while keeping the layout your managers know.
Book an intro call

Connects to your tools. You stay in control.

Works with what you have
Excel, Power Query, Google Sheets, Power BI, QuickBooks Online, Xero, Salesforce, HubSpot, ERP systems, online shops, Gmail, Outlook, Word templates.
A person approves what matters
Payments, orders, discounts or anything you choose wait for approval. Every action is logged.
Can run on your own servers
The agent, its data, its logs and even the language model (open models such as Llama, Qwen or Mistral) can run on your servers, so documents and customer data stay inside your network. How that works

What it does not do

  • It does not invent figures. Every number comes from a system or a file, and it can show you the source.
  • It does not explain why a number moved unless the data shows it. Managers add the reasons.
  • It does not send a report that fails its checks. It holds it and tells you what failed.
  • It does not change the source data in your systems.
  • It does not decide what the numbers mean for the business. It reports what changed.

Questions

Do we have to change our report format?

No. The agent fills the Excel or Word templates you already use. We can improve them later if you want.

Can managers ask it about the numbers?

Yes. They ask by email or message, and it answers from the same data, showing where each number came from.

How do you automate reports in Excel?

A fixed template with tables and charts is refreshed from your data on a schedule, using Power Query or a script. The agent adds the checks and the short written summary, and sends the file to the list.

Can it fill Word reports?

Yes. It fills a Word template with generated text and tables, so the layout stays the one your managers know.

What if the data is wrong or missing?

Checks compare totals with the source and look for missing branches or days. If one fails, the report is held and you are told which one, as in the example above.

Can the AI get the figures wrong?

The figures are calculated by ordinary code from your data, and the model only writes the sentences around them. Totals are checked against the source, and a person approves the first reports.

What kinds of reports does it make?

The common ones are a daily sales and stock report, a weekly cash and receivables report, a monthly management pack, and a production report per shift. If your team builds it by hand, it can be listed and rebuilt.

How much does an agent like this cost?

It depends on the task and the systems it connects to. After a first call we give you a clear estimate of cost and time.

Want this agent built around your work?

Tell us in a few lines what the job looks like today and we will set up an online intro call.

Type of organisation