Use case · Monthly reporting

Reports that land on the first of the month — not the last

Month-end close. Management reporting. Sales pipeline. Ops KPIs. The monthly grind that swallows your analysts' best week — and still arrives too late to act on.

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The problem

The best week your analysts spend copying numbers

"Three days at month-end, copying numbers into Excel. By the time the report lands, it's already too late to act."

The data lives in five systems. The report lives in one Excel. Your best analysts spend a week copying numbers — instead of finding insights.

Pointee's AI agent pulls the numbers from your source systems, reconciles them, prepares the report, and delivers it on whatever cadence the business actually needs. No ERP swap. No new BI tool.

How it works

From five systems to one report, automatically

Consolidate the data, automatically

Numbers flow from your ERP, CRM, data warehouse, and spreadsheets into one reconciled report — no copy-paste, no broken links.

Run on whatever cadence the business needs

Weekly instead of monthly. Daily instead of weekly. The cadence is no longer limited by how long Excel takes.

Deliver where people already look

Reports land in the inbox, dashboard, or Slack channel people already check — with the commentary drafted, ready to review.

Works with the tools you already use

ERP, BI, data warehouse, spreadsheets, or no system at all. Plug in, don't rip out.

This is exactly what AI agents are built for. Pointee orchestrates them alongside your people and systems. Humans decide. The agent does the rest.

See it working on your reporting

Book a 30-minute demo and we'll walk through a live reporting workflow tailored to your use case.

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