Manual reporting steals time, causes errors, and delays decisions.
Most companies still rely on Excel, PowerPoint, and email to produce financial, operational, and management reports. Data must be collected from multiple systems, manually validated, copied into presentations, and sent to various stakeholders. This process is slow, repetitive, and prone to mistakes.
At the same time, management, boards, investors, and regulators expect accurate, up-to-date reports — instantly, not quarterly.
The complexity increases when companies need to generate multiple versions of the same report for different roles or departments, while staying GDPR compliant and ensuring no confidential data is shared incorrectly.
How it works
Reporting SmartBoard transforms reporting from a manual, repetitive process into an automated, intelligent, and secure workflow that saves time, improves data accuracy, and enables better decision-making across the organization.
Automated and intelligent reporting: SmartBoard connects directly to data sources via RPA, APIs, or databases – eliminating manual Excel updates and ensuring that all reports are continuously up to date. With one click, users can generate reports in PDF, PowerPoint, or digital dashboard formats, all backed by automatic updates, audit trails, and version control.
Personalized insights and compliance at scale: The platform delivers live dashboards and KPIs across financial, ESG, and operational areas. It automatically creates and distributes customized reports for each recipient – such as board members, branch directors, or investors – while maintaining full GDPR compliance and data security.
Strategic value and measurable impact: By reducing manual reporting time by up to 80%, organizations can shift focus from data preparation to analysis and strategic decision-making. With accurate, trusted, and real-time data, CFOs, controllers, and management teams can act faster, make better decisions, and rely on a reporting process that is both efficient and future-proof.