Off-the-shelf AI for company reporting
The reports you need, built from the data you already have.
Most companies are sitting on data they cannot easily use, and an in-house AI team is out of reach for all but the largest. SummaBrief is the off-the-shelf alternative: it connects to the systems you already run and turns what is inside them into executive-ready reports.
Describe the report you want, and SummaBrief builds it.
Most of what you need to know is already in your own systems, scattered across an Enterprise Resource Planning (ERP) system, a folder of spreadsheets and whatever databases run the day to day. The work is in the assembling of it, and in doing that again the following month.
Describe the report you want instead, hand SummaBrief the files, and what comes back is an executive-ready PDF. The only work left for a person is verifying it, not assembling or rewriting it.
Examples:
- A daily production report that aggregates the last twenty-four hours by itself and is on a manager's desk by 8am, untouched by anyone.
- A quarterly briefing for deciding which product lines to back, drawing twenty-four months of trends into one PDF alongside market conditions and competitor analysis.
Reports on a schedule
Weeklies, monthlies, quarterlies and annuals are the easiest to automate end to end. Set one up once and it arrives every cycle without anyone assembling it.
Your data, as it is
We work with the systems and file formats you already have, and we do not ask you to reorganize any of it before we begin.
Nothing to build in-house
You do not need anyone on staff who understands AI, and you do not need an IT project. The integration work is ours.
How trust works
Every number is computed from your data, not written by an AI.
The AI pulls your data out of whatever files it lives in, shapes it into one dataset, builds the visualizations and writes the report around them. What it never does is produce a number that cannot be verified. All analysis is computed from your own data, then checked by a person.
AI + you
Your files, pulled together
The AI works through your exports, spreadsheets and databases, with your input where it needs it, and turns them into one dataset.
Code
Figures computed
Every figure is produced by code running against that dataset, and the charts are plotted from those same values.
AI
Visuals and narrative
The AI decides how the data is best shown, builds the visualizations and writes the report around them.
You + AI
Your review and revisions
You say what needs changing and the AI revises. Nothing is final until a person has checked the numbers against the source and signed off.
You + AI
Questions after the fact
Once a report is finished you can carry on talking to it, asking follow-up questions the way you would with any chat assistant.
The AI does the gathering, the shaping and the writing. The figures are never its invention, so no number in a SummaBrief report is hallucinated.
Click-through lineage
Any number can be followed back to the query that produced it and the source it came from, so when a figure looks wrong you can check it yourself.
Marked when unverified
A document that has not been verified carries a watermark saying so, so an early draft is never mistaken for a report someone has approved.
Insights, checked the same way
Every Insight is computed from real statistics on your data and tested against it before it appears, so a takeaway never rests on a pattern that is not there.
Insights
The takeaways, in plain English.
Insights are a SummaBrief deliverable that ships with your reports: short, plain-language observations about what your data is doing, whether that is a trend beginning to form, a figure that has moved further than usual, or a month unlike the ones on either side of it.
Each is computed from real statistics when the report is generated, and checked against your data before anyone sees it.
You do not see them straight away, though. SummaBrief asks what you make of the figures first, then shows you what it found. Reading someone else's conclusion before reaching your own invites confirmation bias, and a reader who has already committed to a view is better placed to spot what the software missed.
Working together
Take the software on its own, or take the help with it.
The software runs perfectly well without us in the building. Setup is where some companies want a hand, and how much of it we do is up to you.
An audit of your reporting, if you want one
We can sit down with how your reporting works today: which reports matter, where their numbers come from, and how much time they consume.
Setup and staff training
We can handle the integration across your ERP, spreadsheets and databases, build your first reports and train your staff to run them. Or do this part in-house and call us when you would rather not.
The software, whichever way you got here
Once you are set up, you move to our standard ongoing subscription, and we add new reports as your questions change.
We are looking for companies to build with.
We are looking for additional partners: companies eager to bring AI into how they operate and willing to work closely with us through this initial development period. In return you get our hands-on attention, and reporting built around how your business actually runs rather than how software assumes it does.
If that sounds like your company, get in touch.