All playbooks
Spend report
A board-ready spend report on demand. Name a period and the assistant assembles the narrative, the key figures, the period-on-period comparison and the charts in one answer - the recap that normally costs an analyst half a day.
How it works
- Pulls the period's spend and compares it to the one before.
- Builds the story: what moved, what drove it, and what is unusual.
- Adds the charts and key figures, ready to paste into a board pack.
- Flags open items it noticed along the way, without clearing them.