Finance
Monthly report
A draft with figures and charts in place, you write the conclusions, so the three days become a morning.
How you work it in Colleag
- 1
Ask the colleague to draft the monthly report for the period.
- 2
The colleague reads results, order intake, backlog and stock from the business system.
- 3
Review the figures and write the narrative.
- 4
Approve; the report is archived versioned.
A worked example
“Assemble the monthly report for October.”
A draft in your structure: revenue, order intake, backlog, margin and stock value with comparisons against the previous period, charts ready. You write the analysis; the figures have a source per row.
Screenshot from Colleag. The example uses invented figures.
The material
- Monthly data from the business system
- Order intake and backlog
- Previous reports in the archive
You approve
Everything the colleague produces is a proposal with sources. Nothing is published, sent or saved to the archive without a human approving it, and every figure traces to its material.
More from Finance
Curious what it feels like?
We run pilot programs with a few manufacturing companies at a time. Tell us about your business and we will show what the colleagues can do with your documents and your data.