AI Financial Reports
Send your financial data by text, call, email, or Slack. Receive formatted financial reports, variance analysis, and executive summaries delivered to any screen.
Chatari generates financial reports when you delegate the task by text, call, email, or Slack. Send raw data, describe the analysis you need, and Chatari uses GPT-4o for data processing, Claude for narrative analysis, and structured formatting to produce executive summaries, variance reports, and financial dashboards. Reports are delivered as formatted documents you can share with stakeholders. A financial document costs 10 credits. Adding data analysis costs 150 credits.
A financial report that normally takes half a day of spreadsheet work and narrative writing can be delegated by emailing Chatari your raw data.
Financial Reporting Eats Up Valuable Hours
Finance teams spend significant portions of their week pulling data, building spreadsheets, calculating variances, and formatting reports for stakeholders. The actual analysis often gets squeezed into whatever time remains after the mechanical work is done.
- Pulling data from multiple sources and reconciling formats takes hours before analysis can begin
- Monthly and quarterly reporting cycles create predictable crunch periods with overtime
- Stakeholders want both detailed numbers and clear narrative summaries in the same report
- Ad hoc requests from leadership interrupt planned reporting work and create bottlenecks
How Chatari Handles It
Share your data and describe the report
Email a spreadsheet, text the key numbers, or describe verbally on a call what financial report you need. Include the time period, comparison benchmarks, and who the audience is.
Data is processed and structured
GPT-4o processes the raw numbers, calculates key metrics (margins, growth rates, variances), and organizes the data into presentation-ready tables and charts.
Narrative analysis is added
Claude generates an executive summary explaining what the numbers mean: trends, anomalies, risks, and recommendations. The narrative is written for your specified audience.
Report delivered to any screen
The formatted financial report is pushed to you as a shareable link or PDF attachment. Ready for board meetings, investor updates, or internal reviews.
Example Workflows
Real examples of how you can delegate this task across different channels.
"Q4 revenue was $2.3M, up from $1.8M in Q3. COGS was $920K. OpEx was $1.1M. Generate a quarterly P&L summary with margins and QoQ trends for our board meeting."
Formatted P&L statement with gross margin (60%), operating margin (12.2%), QoQ growth analysis (27.8%), and an executive summary highlighting key trends. Delivered as a report link. 10 credits.
"Subject: Monthly Financial Report. Body: Attached is our January revenue spreadsheet and expense tracker. Please generate a monthly financial report with: revenue breakdown by product line, expense variance vs. budget, cash flow summary, and a 2-paragraph executive narrative for the leadership team."
Comprehensive monthly financial report with revenue breakdown tables, budget variance analysis (highlighting items over 10% variance), cash flow summary, and a clear executive narrative. Delivered as a PDF attachment in your email reply. 10 credits (document) + 150 credits (data analysis) = 160 total.
"@chatari Our MRR just hit $180K. Last month was $165K. Churn was 3.2%. Generate a quick SaaS metrics dashboard: MRR growth, ARR run rate, implied churn analysis, and LTV/CAC if our CAC is $1,200."
SaaS metrics summary with MRR growth (9.1%), ARR run rate ($2.16M), net revenue retention, LTV ($37,500 at current churn), LTV/CAC ratio (31.25x), and commentary on unit economics. Delivered in your Slack channel. 10 credits.
"I need to put together a financial summary for our investors. We did $8.5M in revenue last year, growing 45% year over year. Our burn rate is about $400K per month. Can you build an investor-ready financial summary?"
Investor financial summary with annualized metrics, growth trajectory, runway analysis, and key financial ratios formatted for investor readability. Delivered as a report link via text. 56 credits (2-min call) + 10 credits (document) = 66 total.
What Gets Delivered
P&L Summary
Profit and loss statement with revenue, COGS, gross margin, operating expenses, and net income. Includes period-over-period comparisons.
10 per reportVariance Report
Budget vs. actual analysis highlighting line items exceeding threshold variances with explanatory notes.
10 per reportExecutive Financial Summary
One-page narrative summary of financial performance with key metrics, trends, and action items for leadership.
10 per summarySaaS Metrics Dashboard
MRR, ARR, churn, LTV, CAC, LTV/CAC, net revenue retention, and runway calculations from your input data.
10 per dashboardFrequently Asked Questions
Can Chatari process financial spreadsheets?
Yes. Email a spreadsheet to Chatari and describe the report you want generated. Chatari processes the data, calculates key metrics, and produces a formatted financial report. Supported formats include data shared in the email body, CSV attachments, or key numbers provided inline.
Is my financial data secure?
Chatari processes data through encrypted channels and does not store your financial data after the report is generated. For sensitive financial information, consider using aggregated or anonymized figures. Chatari is not a replacement for your accounting software or financial compliance systems.
What types of financial reports can Chatari generate?
P&L summaries, variance reports, executive financial summaries, SaaS metrics dashboards, cash flow analyses, budget comparisons, investor updates, and ad hoc financial analyses. Describe what you need and Chatari determines the best format.
How accurate are the financial calculations?
Chatari uses AI models for calculation and formatting. The accuracy depends on the input data you provide. Always verify critical financial figures before presenting to stakeholders or investors. Chatari is a productivity tool for drafting reports, not a replacement for audited financials.
Can I get a financial report by text message?
Yes. Text the key numbers to Chatari along with what report you need. For example, 'Q4 revenue $2.3M, COGS $920K, OpEx $1.1M. Generate a P&L summary.' The report is delivered as a link you can open on any device. 10 credits per document.
How much does an AI financial report cost?
A formatted financial document costs 10 credits. Adding data analysis for complex calculations costs 150 credits. On a Starter plan ($19/month, 1,100 credits), you can generate dozens of financial reports per month. Monthly reporting for a small business typically uses 20-40 credits.
Sources
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Related Workflows
Reviewed by Chatari Editorial Team. Last updated: 2026-02-26.