The platform for enterprise finance
AI, Governed by Finance.
It is already reaching into your numbers. Decide what it sees.
Request a Demo →What changed
Governed content, across the business.
What started as a way to get finance's reports out the door has grown into the governed content the business runs on, and that AI can now safely use. Finance keeps the control it always had, and its content now reaches further than ever.
Where it started
- Built for the administrator: author in Excel, automate the send.
- Recipients received what was sent.
- The report ended at the outbox.
Where it is now
- Roles for every stakeholder, beyond just the administrator.
- A self-serve content portal that reaches past the inbox.
- People ask questions of the data and act on the answers, within finance's rules.
Governed AI in practice
Put AI to work on your numbers, with finance in charge 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.
Bring your own model
Connect your own OpenAI, Azure OpenAI, Amazon Bedrock, or Reportworq Hosted AI account. Your model, your key.
Connect your assistant
Point Microsoft 365 Copilot or Claude at your governed report catalog. Every answer is scoped to that user's permissions.
Narrative on the real numbers
AI writes tailored commentary into each recipient's email and files, generated at run time from the actual figures.
Every call audited
The AI Interactions log records provider, model, user, tokens, and duration, exportable to Excel. Your models and keys stay fully audited.
Finance sets the limits
Role-based access decides what each connector and each AI query can reach, so every assistant works within finance's rules.
The foundation
The governed content behind the AI.
Everything here keeps finance's content governed, so the AI built on it stays trustworthy.
A self-serve content portal
Stakeholders pull the reports they need the moment they need them, without waiting on an email.
Roles for every stakeholder
Everyone gets a role with exactly the reach they should have. Administrators keep control while authors build the content.
Modern sign-on, secure by default
Single sign-on for any standards identity provider, with secrets encrypted at rest and HTTPS on by default.
Accountable audit surface
One log for every run and file, including AI calls, exportable to Excel.
Refreshed PowerPoint add-in
Link data into the decks you already build, under the same governance as the rest of your reporting.
Where to next
Pick your path.
Already a customer
See what governed AI and the wider platform mean for the reporting you already run.
See what's changed →Evaluating Reportworq
Twenty focused minutes on automating your own reporting cycle.
See it in your environment →FAQ
Common questions about governed AI
Can AI make up numbers, and how does Reportworq prevent it?
AI answers only from the financial reports finance has already approved, never your raw systems or live databases, so it works from real numbers instead of hallucinating an answer. Every answer traces back to that approved source, so people can verify exactly where it came from.
How do finance teams use AI without exposing raw ERP or planning data?
AI never connects directly to your ERP or planning systems. It works only from a finance-controlled layer of approved reports, using the same role-based security your organization already trusts.
Who decides what the AI can see?
Finance does. Role-based access decides what each connector and each AI query can reach, and report-level secured lists decide who sees which output. An assistant can never surface a report a user cannot already access.
Is every AI answer auditable?
Yes. Every interaction is recorded: who asked, when, which approved reports were used, and the exact answer returned. The log exports to Excel for cost attribution and compliance.
What happens when AI reads raw financial data?
Ask AI to calculate gross margin from raw data. The math looks simple: revenue minus cost of goods sold. But which costs belong there? Customer support, or the commissions your reps earn? AI can run that math perfectly and still hand you the wrong number, because the definition lives with your finance team. Answer through Reportworq instead and the figure comes from the report finance already approved, with that definition built in.
Put AI to work on your numbers. Finance stays in control.
Twenty minutes on your own reports, no canned demo.
Request a Demo →