AI reports

With FinanzDash, you can create AI-generated financial reports. The AI analyzes your uploaded financial data and produces a structured report with text and charts.

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Prerequisites

To create AI reports, you need:

• The administrator role (or super administrator)
• Approval by the super administrator (the report feature must be enabled for you)
• At least one uploaded data file

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Create a report

1. Click “Reports” in the sidebar
2. Click “New report”
3. The report editor opens:
   • Prompt – Describe what the report should contain (for example, “Create a P&L analysis with a comparison to the previous year”)
   • Main data file – Select the primary data file
   • Additional files – Optionally add more files
4. Click “Generate”

The AI analyzes the data and creates a report. This process can take a few seconds.

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Token usage

Each report generation consumes tokens. At the top of the report view, you see a bar that shows your monthly usage relative to your quota. Token quotas are assigned in tiers:

• Starter – Small quota for occasional reports
• Standard – Medium quota
• Professional – Large quota for frequent use
• Custom – Set by the super administrator

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View and edit a report

After generation, the report appears as a draft. You can:

• Preview – View the report in preview mode
• Edit – Adjust the prompt or data and regenerate
• Charts – The report can contain charts (bar, pie, and line charts)

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Publish a report

1. In the report, click “Publish”
2. Select the companies the report should be visible to
3. Confirm the publication

Published reports can be viewed by the assigned companies.

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Filter and search reports

In the report list, you can:

• Switch between card and list view
• Search by title
• Filter by “All” or “My reports”
• Sort by columns

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Delete a report

1. Click the delete icon on a report
2. Confirm the deletion

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AI settings (super administrator only)

Only the super administrator who configured the AI can change the settings:

1. In the report view, click “Settings”
2. Select the AI provider: OpenAI, Anthropic (Claude), or Google (Gemini)
3. Enter the API key
4. Select the model
5. Save the settings

The API key is stored encrypted. Other administrators only see the provider and model, not the key.

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Manage report access (super administrator)

The super administrator can set for each administrator:

• Whether the report feature is enabled or disabled
• Which token quota (tier) is assigned
• For the “Custom” tier, a user-defined limit

In addition, an admin dashboard provides an overview of all reports and token usage.