AI Enablement
Business AI that finance controls.
Zero-waste AI: every query works from data your team already trusts. Connecting AI directly to enterprise systems creates two problems: exposed data outside governance controls, and answers no one can validate. A finance-controlled layer solves both.
Request a Demo →
IntegrationDistributionContributionOne platform. Four capabilities.
Governed AI in practice
AI on your numbers, with finance in control of what it sees.
AI works only from the reports finance has approved, never your raw systems or live databases. Every answer traces to approved content, and every interaction is audited.
AI answers from finance-approved reports
Finance decides which Excel reports are published to AI. Every answer comes from approved financial content, not live databases or unrestricted models, so people always receive trusted, explainable answers.
One content platform, end to end
Distribution and business contribution run on the same finance-approved content that AI draws from, under one set of security and permission rules.
Every interaction is auditable
Every AI interaction is recorded, including who asked the question, when it was asked, which approved reports were used, and the exact answer returned. Finance and IT gain complete visibility into how AI is being used across the organization.
Governed AI access
5 principles of governed access
Security
Raw data stays untouched.
Governed access
Access follows your roles.
Controlled data sharing
Finance sets the limits.
Business context
One consistent definition.
Auditability
Traces to a verified source.
Works with what you run
Meet your team where they already work.
Your AI assistants
Your team can work in the AI assistants they already use, including Copilot, Claude, and ChatGPT. They connect to Reportworq once, then explore the numbers.
Your planning systems
Connects to IBM Planning Analytics, Workday Adaptive, Anaplan, Pigment, Vena, and other planning systems, along with Excel and 250+ other data sources.
Inside Reportworq
Every AI answer, logged and auditable.
Real Reportworq screenshot: the AI Interactions audit, every question and answer logged.
FAQ
AI Enablement questions
How do finance teams use AI without creating a governance problem?
Reportworq gives AI access only to finance-approved content. Business definitions, role-based security, and governance rules are enforced before AI ever sees the data. Every response is fully traceable back to the original report, so finance remains in complete control.
Does AI access to financial data increase security risk?
No. AI never connects directly to your ERP, planning models, or transactional systems. Instead, it works exclusively from governed financial content that finance has already reviewed and approved, using the same security model your organization already trusts.
How does Reportworq keep AI costs predictable?
Reportworq delivers governed content to the business. Because AI sources its answers from these curated reports instead of querying massive datasets, each question requires fewer tokens, helping keep AI usage efficient and predictable.
Can AI-generated answers be trusted for board or audit purposes?
Yes. Every answer includes traceability back to the approved report and underlying source information that produced it. Users can verify exactly where an answer came from, providing the transparency and confidence finance requires for executive decision-making and audit support.
Can we use our preferred AI model?
Yes. Reportworq is AI-model agnostic. Whether your organization standardizes on OpenAI, Anthropic, Microsoft Copilot, Google Gemini, or another enterprise AI platform, Reportworq provides the governed financial content layer that enables trusted AI answers while keeping finance in control.
