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With FinanzDash, you can create AI-generated financial reports. The AI agent 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)
  • Activation by the super administrator (the report feature must be enabled for you)
  • At least one uploaded data source

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Client users

Client users can view reports created by administrators via the dashboard of their assigned company. For the view, they can choose from 5 different chart types and color schemes, change the chart title, and show or hide the legend.

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Create a report (administrator)

  1. Click “Reports” in the sidebar
  2. Click “New report”
  3. The report editor opens:
    • Report name - Enter a descriptive report name
    • Company - Select a company
    • Selected data sources – Select the primary data source
    • Additional files – Optionally, you can add up to 4 more data sources (maximum 5 data sources total)
    • Data source preview - After selecting at least 1 data source, a preview of the content of each data source appears below
    • Prompt – Describe what the report should contain (for example, “Create a quarterly revenue report as a bar chart”)
  4. Click “Create report”
The AI agent analyzes the data and creates a report. This process can take a few seconds.

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Finalize the report (administrator)

After generation, the report appears as a draft. You receive a chart and a report in the form of a management summary. You can:
  • View – The report changes from draft to a finalized report
  • Refine – Adjust the prompt or the data and regenerate the report
After you click “View”, the finalized report appears with the following components:
  • Prompt - By clicking “Prompt”, you can see the prompt that was used again
  • Management summary - A brief, concise description of the content and results of the report
  • Chart - The report result shown as a chart (5 different chart types are available)
  • Report - From the chart view, you can switch to a table view
  • Customize chart - You can change the chart’s color scheme (5 schemes are available), change the report title, and show or hide the legend

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Publish a report (administrator)

  1. In the finalized report, click “Publish” at the top right, or later in the report list
  2. Confirm the publication by clicking “Save”
Published reports can be viewed by the client users assigned to the company.

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Edit a report (administrator)

  1. Click the edit icon on a report in the card or list view
  2. Select the data sources
  3. Click “Create report”

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Clone a report (administrator)

  1. Click the clone icon on a report in the card or list view
  2. Change the report name (optional)
  3. Select the company for which you want to clone this report
  4. Select the corresponding data sources
  5. Revise the copied prompt (optional)
  6. Click “Clone report”

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Delete a report (administrator)

  1. Click the delete icon on a report
  2. Confirm by clicking “Delete”

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Filter and search reports (administrator)

In the report list, you can:
  • Switch between card and list views
  • Search by report name or user
  • Filter by “All” or “My reports”
  • Sort by columns in the list view

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Token usage (administrator)

Each report generation consumes tokens. At the top of the report view, you see a bar showing your monthly usage relative to your quota. Below that, the currently used AI model is displayed. Token quotas are assigned in tiers:
  • Starter – 500,000 tokens for occasional use
  • Standard – 1,500,000 tokens for regular use
  • Professional – 4,500,000 tokens for intensive use

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AI settings (super administrator)

Only the super administrator who configured the AI can change the settings:
  1. In the report view, click “Settings”
  2. Select the AI provider, such as 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 the 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
In addition, there is an admin dashboard that gives the super administrator an overview of all reports and token usage.