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Data & reporting agents

Reporting agents pull numbers from your invoicing, shop, CRM and bank, explain what changed in plain language, warn about anomalies within hours, forecast cash flow weeks ahead and let managers ask questions of their own data in Hungarian.

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New to this? Start herespreadsheets, tidying data and reportsThis is what happens to your spreadsheets and lists: a program tidies up and merges the files somebody now copies together by hand, answers questions about your own numbers in plain Hungarian, and writes the weekly summary on its own.

How it runs, in three steps

  1. 1The files come in as they are: exports from the webshop, the invoicing tool and the bank, plus five to ten supplier price lists, each one in a different shape.
  2. 2The program repairs the broken accented letters and the three different phone number formats, recognises that “Kovács és Társa Kft.” and “Kovacs es Tarsa Kft” are the same partner, merges everything into one list, and compares the new prices with the old ones.
  3. 3You get a tidy table, a plain answer to a question you typed in everyday words, and a Monday morning summary written in sentences; every number can be traced back to the file it came from.

A Tuesday morning todayTuesday morning goes on merging four exported files in a spreadsheet, and that the supplier put the price of copper pipe up by fifteen percent only comes out weeks later, once four products have been sold at a loss.

The same morning, automatedTuesday morning the merged table was ready by seven with a warning that copper pipe went up fifteen percent and four products would now sell at a loss, and the question “which customers have not ordered for sixty days” is answered in ten seconds.

Worth it when: It pays off first where the numbers sit in several systems at once, in webshops, wholesalers and anyone juggling many supplier price lists, and where somebody now spends half a day a week in spreadsheets. It only works if the data exists somewhere at all: from figures nobody ever recorded, nothing can be worked out.

Related questionsHow can a B2B wholesaler or distributor use AI?How do I know whether the automation is actually working?Is a general AI chat tool enough, or do we need something built for us?Related termsText-to-SQL (chat with your data)Executive brief (daily AI digest)LLM (large language model)ServicesData & reporting agentsCustom AI integrationsWorkflow automation
  • A Monday 7:00 executive brief with the why, not just the numbers
  • Liquidity warnings 2–3 weeks ahead from partner payment habits
  • Text-to-SQL answers in seconds, read-only and logged

Start with these

Open this set in the configurator
  1. 01

    Predictive cash-flow & liquidity alarm

    Warns 2–3 weeks ahead of a liquidity dip based on past payment discipline and fixed costs such as VAT and payroll.

    2–4 h/week

  2. 02

    Natural-language database search (text-to-SQL)

    Ask about company data and spreadsheets in plain Hungarian; the AI answers with charts in seconds.

    3–6 h/week

  3. 03

    Weekly & monthly autonomous executive reports

    Every Monday 7:00 it combs finance, sales and CRM data and delivers a formatted executive PDF brief to decision-makers.

    3–5 h/week

  4. 04

    Monday morning digest

    One email at 7:00: what came in over the weekend, what is due this week, which deals and invoices need a nudge.

    1–3 h/week

  5. 05

    Competitor & price watch

    Checks competitor pages, prices and job ads weekly and sends a short brief with what changed.

    1–3 h/week

  6. 06

    Customer feedback & sentiment analysis

    Reviews, survey answers and support emails are grouped by topic and mood; recurring complaints reach you before they reach the reviews.

    1–3 h/week

Workflows

  1. Daily executive inbox briefAt 8:00 and 18:00 the owner gets a one-minute digest on their phone: urgent decisions, new quote requests with estimated value, and support stats such as emails answered and average response time.
  2. Predictive cash-flow and liquidity dashboardLearns each partner's payment habit ('Partner Kft always pays 6 days late'), counts fixed outflows (payroll, contributions on the 12th, VAT on the 20th, rent, software) and warns 2–3 weeks ahead: 'Balance will be minus 1.4M Ft on 20 April unless the three largest receivables land.
  3. Autonomous data cleaning, normalisation and deduplicationCSV and Excel from different sources with different formats (+3630…, 06-30…, 30/…; 2026.03.19, 19/03/2026, March 19).
  4. Natural-language database and Excel search (text-to-SQL)No more dependence on a programmer or the Excel guru.
  5. Real-time anomaly detection and business alarm (AI anomaly guard)24/7 data patrol on your KPIs.
  6. Self-generating weekly and monthly executive reportsEvery Monday 7:00 the AI runs the full analysis across finance, marketing, stock and sales.
  7. Predictive modelling: LTV and churn predictionWho is about to leave? The AI watches order frequency and login habits; a monthly buyer silent for 45 days moves to the 'at risk' segment and a personal outreach task goes to sales.

Frequently asked questions

Does it need a data warehouse?

A small one that we set up: Supabase or PostgreSQL, synced from your systems. Sheets work as a source.

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