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Home » Solutions » ReportBotz:

ReportBotz:

Agentic Report and Data Handling

Automate Your Entire Reporting Pipeline

ReportBotz uses AI-powered agents to retrieve, analyze, and deliver reporting insights fast, with full compliance and no-code configuration business users can manage themselves.

The Work It Takes Over

Retrieving data from SAP, Oracle, Salesforce, Excel, SharePoint, and cloud databases

Formatting and validating standard and ad hoc financial reports

Delivering morning reports before the start of the business day

Feeding clean, formatted data downstream into ReconBotz for full close automation

How It Works with APM

Workflow orchestration

Orchestration

ReportBotz connects seamlessly with ReconBotz to close the loop between reporting and reconciliation

Policy fidelity and consistency

Fidelity

reports are validated against source systems before delivery, not after

Data stewardship and access control

Stewardship

no-code configuration means business users manage changes without IT after initial install

Governed legal data foundation

Data Foundation

built to handle any system format without custom integration work, keeping data clean at the source

Results

$2.2M saved annually (case study)

$100K saved annually for a retail wholesaler

Morning reports delivered before the start of the workday, every day

Integrations

SAP, Oracle, Salesforce, Excel, SharePoint, cloud databases, and more.

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What makes ReportBotz “agentic”?

It uses intelligent agents to extract, analyze, and route data-based on best-fit AI models and business logic.

How soon will we see ROI with ReportBotz?

Most clients see automation ROI within the first 90 days from labor savings, fewer delays, and streamlined reporting processes.

Can my team use this without IT support?

Yes. ReportBotz is designed for business users with no-code configuration and an intuitive interface. IT is only needed for initial installation.

What systems does it connect to?

SAP, Oracle, Salesforce, Excel, SharePoint, cloud databases, and more. We’ve never met a system that we couldn’t work with.

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