Automatic completion of the monthly report.
I develop setups that fill your firm's recurring report template with figures from agreed exports. You receive a draft for review before sending.
Free call with Kevin.
Updated
From exports to your report template.
The accountant puts the export file in an agreed folder. The setup then fills in the Excel template and saves a new draft report in the same folder.
What the automation does
- Reads the export fileOne file for the agreed company and month.
- Fills in the Excel templateInserts figures and updates recurring tables.
- Saves the draft reportPlaces exceptions in a separate review tab.
The accountant checks the figures, writes explanations and decides when the client receives the report.
Example AS · draft report
May 2026
- Operating revenue
- NOK 916,000
- Operating expenses
- NOK 684,000
- Operating profit
- NOK 232,000
Keep the report your clients know.
I start with the template you use. First, we clarify which figures the systems can supply and how much the template already updates automatically.
- Recurring figures and tables
- Update agreed parts of the template from the accounting export. Direct retrieval from the system must be investigated before it is included in the quote.
- Check the month and agreed fields
- The setup checks that the file covers the agreed month and contains the fields we specified. Exceptions appear in a review tab in the Excel draft.
How we build it for you.
We review the current work.
Bring the report template and the names of the data sources. In the meeting, we choose one task and clarify what needs investigating before I can quote.
You receive scope and a fixed price.
A written quote describes the task, systems and deliverables. You approve before building starts.
I build, test and show you the setup.
We test with cases you know before the setup goes into use. Hosting, support and later changes are agreed and priced separately.
Questions about monthly reporting.
Can we keep our report template?
Yes, that is the starting point. I check how it is filled in today and which parts can be updated automatically.
Does AI write the report commentary?
That is not necessary to automate collection and completion. If you want draft commentary, it must be agreed separately. The accountant checks the explanations before the client receives them.
What if a figure is missing or belongs to the wrong month?
Then the missing information must be flagged so it can be resolved before the report is approved. We agree on the checks the setup should perform before it goes into use.
Which report do you create again every month?
Bring the report template and system names. We look at what can be updated automatically.
Map one task in 20 min
Kevin BjorvandDeveloper and founder