AI Advisory Report Generation Agent
Automating Advisory Report Generation with AI
Evidence-Linked Reporting That Traces Every Figure to Its Source
Every metric, variance, and narrative assertion connects directly to supporting workpapers and source documents, creating drill-to-evidence traceability that stands up to peer review.
Human-in-the-Loop Review Gates for Partner Oversight
AI-drafted commentary and anomaly flags route through role-based approval workflows, ensuring managers and partners review, redline, and sign off before any deliverable reaches the client.
Compliance-Ready Documentation Built Into Every Cycle
The system captures acceptance checks, scope documents, reviewer notes, and immutable timestamps automatically—aligning to firm Quality Management policies and AICPA Consulting Services Standards.
How Cassidy automates management reporting using AI
Step 1: Trigger on period close or scheduled cadence
The Workflow activates automatically when the close checklist completes, a calendar date arrives, or a manual trigger signals that data is ready for reporting.
Step 2: Ingest and normalize financial data
Cassidy pulls trial balances, subledger exports, bank reconciliations, and budget files from connected systems, then standardizes chart of accounts mappings and flags data anomalies for review.
Step 3: Generate variance analysis and KPI calculations
The Agent computes budget-vs-actual variances with rate/volume/mix drivers, calculates industry-specific KPIs, and surfaces outliers that warrant narrative explanation.
Step 4: Draft executive commentary with evidence links
Cassidy generates narrative summaries—highlights, lowlights, root-cause analysis—and automatically inserts cross-references and tickmarks that trace each assertion back to supporting schedules and source documents.
Step 5: Route for Human-in-the-Loop review and approval
Draft reports flow through role-based review gates where managers and partners redline commentary, validate evidence drillbacks, resolve questions, and record sign-offs with timestamps.
Step 6: Finalize and distribute the reporting package
Once approvals complete, Cassidy locks the version, compiles the management reporting package (financials, KPIs, forecasts, board deck), and distributes it to the client portal or scheduled MBR/QBR meeting—while archiving workpapers and audit trails for retention and peer review readiness.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
