Turn tasks, processes, meetings and KPI signals into a management summary — so leaders see what needs attention without assembling a report by hand.
Operating reality is scattered across tools and inboxes.
Someone spends hours each week building the same summary.
Leaders only see problems when it’s already late.
A clear operating picture, prepared automatically and refreshed continuously.
A morning briefing on what changed and what needs a decision.
A structured weekly view across the company.
Overdue approvals, stalled work and escalations highlighted.
Key metrics tracked with movement called out.
Review packs assembled for leadership meetings.
Ask questions of your operating data in plain language.
A short demo: the agent runs a real process inside d8n — from request to result.
Data is gathered and reconciled by hand — up to 85% of the team's time goes here; then reconciliations, journal entries, consolidation and report assembly. Only about 15% is left for actual analysis. The median monthly close is around 6 days; laggards take more than ten.
Agents collect and validate data from the systems, run reconciliations and recurring entries, consolidate and draft the narrative with insights. Time spent gathering data drops by about 65%, and the team spends it on analysis and decisions instead of spreadsheets.
Agent data sources: ERP/GL, BI platform, data warehouse (DWH), reconciliation module, FP&A software; sources: bank, sub-ledgers, sales, HR; an AI layer for insights and narrative.
Benchmark sources: APQC — Monthly Close (median 6 days) · Eagle Rock CFO — Close Benchmarks 2026 · McKinsey/Accenture — data prep −65%
Reporting runs through a pipeline of agents: data collection, reconciliation, narrative and delivery. Most of the work is automatic; the person gets a finished result.
The Reporting agent connects to the ERP, CRM, bank and sub-ledgers and collects the needed metrics; in parallel, Finance validates the key figures, checks completeness and flags discrepancies. This removes the 85% of manual work that used to go into spreadsheet exports.
The agent runs reconciliations between ledgers, posts recurring journal entries and consolidates data across departments and entities. Discrepancies that need a decision are surfaced to a person as a separate list.
The Executive agent turns the figures into a briefing a leader can read: key plan-vs-actual variances, trends, risks and recommendations. The team spends its time not on gathering but on interpretation and decisions.
The leader gets the briefing in chat on request ("the week's results") or automatically on a schedule — every Monday morning. The agent also sends alerts on anomalies: a spike in costs, a dip in a metric, a risk of overrunning the budget.
The agent reads tasks, processes, meetings and KPIs.
It builds the daily and weekly briefing.
Overdue and at-risk items are highlighted.
Leaders get it in chat, email or a review pack.
AI agent: The Executive agent prepares the briefings, surfaces escalations and assembles review packs.
From your own processes, tasks, meetings and connected systems — not generic sources.
Yes — the summary is shaped to the metrics and exceptions your leaders care about.
In the d8n Messenger, by email or as a meeting-ready pack.
Yes — each person sees only what they’re allowed to.
See daily and weekly briefings assembled from your real work.