Demo · Tikis Steakhouse (fictional)
This is what lands on your desk.
A full October report for one client. Select any line marked Investigated to see what caused it and the ledger row behind each amount.
Monthly Finance Report
October 2026 · actuals vs budget · run #0007 · finished Nov 4, 7:06 AM
Waiting for your approval
4 variances investigated
| Line | Actual | Budget | Effect on profit | % | Last month | Open |
|---|
Each line shows its effect on profit against budget: ▲ green helps profit, ▼ red hurts it. Select an investigated line to see what caused it; every amount links to the exact row in your files.
Workflows
Each workflow is one company's monthly reporting.
Monthly Finance Report
Version 3 · last run Nov 4, 7:06 AM
- Runs
- When you add a new month's files and click Run.
- Uses
- General ledger detail, trial balance, FY2026 budget, last month's P&L
- Delivers
- Excel report pack and variance memo with source links
- Investigates
- Any line off budget by at least $20,000 and 5%, or by $100,000
- Approval
- Nothing is sent anywhere. You download the pack and share it yourself.
- Limits
- 10 minutes and 5 run credits per run
Run steps
Files
Originals are kept unchanged. Each number remembers its file, sheet and row.
Drop Excel or CSV files here
In this demo, files stay in your browser and are not read.
In this demo, files stay in your browser and are not read.
Why Agentlyze
A chat assistant helps you do the report.
Agentlyze does the report.
| General AI assistant | Agentlyze | |
|---|---|---|
| Does the whole job | Answers one prompt at a time | One click builds the full report |
| Math | Often estimated by the model | Calculated by code, then checked again |
| Proof | Ask it and hope | Every number links to its source row |
| Learning | Starts fresh each chat | Remembers each client's column layout |
| Control | Copy and paste | Never sends anything on its own |
| Output | Text in a chat window | The finished report pack, PDF and Excel |
Get next month's reports done for you.
Try it on your own clients' books for 14 days. No card needed.