Automate the monthly report: done before the meeting begins
The monthly report rarely needs a new idea, but every month it needs the same two days of exporting, reconciling and formatting. Onagero takes over those days. You keep writing the comments.
- Runs on your server
- Reads only, never writes
- GDPR ready
- First result in weeks
In short
Onagero compiles your monthly report from the posted data: revenue, costs, contribution margins, deviations from the previous month and from the plan. Calculations use fixed code according to your definitions, not the language model. Every figure can be traced back to the posting, and the report shows the data as-of date.
How your team describes it
Your experts say what they need in their own words. Onagero finds the right data and builds the tool in a test stage; after your release it runs in operation.
„Build the monthly report for me from the postings, with deviations from the previous month and the plan. I write the comments myself.“Automate the monthly report, as a tool in the browser
What the tool takes over
Three steps done by hand today. The tool your team builds with Onagero then does them itself.
Fetching data
Postings, orders, plan values and the Excel files that are part of it today are read automatically. Changing file formats are flagged instead of silently producing wrong calculations.
Calculating
KPIs according to your written definitions, as tested code. Reversals, credit notes and accruals according to fixed rules.
Preparing
Deviations are flagged and explained with the largest individual items. The assessment and the comment stay with controlling.
Typical situations
This is what the value looks like day to day.
Two days after month-end
Instead of exporting, controlling checks a report that is already there and writes the comments.
“Where does this figure come from?”
Management asks during the meeting. One click shows the postings behind it.
New cost center
The cost center structure changes. The mapping is adjusted once in the tool, not in twelve spreadsheet tabs.
Cover during vacation
The report no longer depends on the knowledge of one person. The rules are in the tool.
Which data is needed
- Postings from financial accounting or the ERP
- Orders and revenue per customer or item
- Plan values, often as an Excel file
- Cost center and account mapping
Only what your IT releases is read. Names are masked in the development stage. How the data path works
What you end up with
A monthly report in the browser and as a PDF that is ready the day after the data as-of date, with deviations, the largest individual items and a field for your comments. Plus the fixed definitions of every KPI.
Start with one problem.
Keep the capability.
No AI transformation. One real process, solved on your data in a few weeks. Your team solves the next one itself.
How your price is formed
After the demo you get a fixed offer. Scope, goal and price are set in writing before it starts.
One real problem, the data sources it needs, your Onagero environment on your server, and the first solution, built with your team and measured against the agreed goal.
- Scope, goal and price in writing before the start
- First running solution in a few weeks
- Your data and results stay exportable at any time
Operating the platform on your server: monitoring, reviewed updates, backup and rehearsed recovery, and maintenance of the connections when systems change.
- Begins only once the start has reached its goal
- Your team builds further solutions itself, in the same environment
- Roles, releases and logs included
What you can rely on
The tool reads, computes and shows. These things it never does, and that is in the contract.
- Onagero posts nothing and changes no data in your accounting.
- The language model generates no figures in the report. It helps with building and with explanations.
- The report does not replace annual financial statements or a tax audit.
Questions about Automate the monthly report
How much time does this save?
We measure that in the pilot, on the same report, before and after, in hours. You can estimate your current effort in a minute with our effort calculator.
Can the tool handle our chart of accounts?
Yes. The mapping of accounts to report lines is a table in the tool, maintained by your controlling team.
What happens with late postings?
The report shows its data as-of date. If postings are added later, it can be regenerated; the earlier version is kept for comparison.
Can we define the layout ourselves?
Yes. You define the design, based on your current template if you like.
How secure is financial data here?
The data stays on your server. Only what a single request needs goes to the model provider, and only in released form. The tool itself calculates without a model.
Does this also work for the quarterly or annual report?
Yes, with the same rules. We begin with the report that occurs most often, because it ties up the most time.
A direct line
Write two sentences about Automate the monthly report. You get an answer from a person who builds the tool themselves.
Prefer something structured? The fit check asks seven questions and tells you right away whether a pilot fits.
Which problem would
your team solve first?
Show us a real process. We will show you how it could look with Onagero.
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