Finance · Agent · Advanced package
Annual report agent
Prepares the annual report pack from your books: financial summary, ratios, charts, year-on-year explanations and draft narrative sections for review by your CA or auditor.
A guided session with our team.
Video demo coming soon
How it works
- 1Year's figures pulled from Tally, Zoho Books or Excel, with last year for comparison
- 2Financial summary, ratios and charts assembled
- 3Pack and board deck handed to your CA or auditor for review and sign-off
What you receive
- Annual report draft pack
- Ratio and trend analysis
- Year-on-year variance explanations
- Board presentation deck
Tools and connections
5 tools listed for this solutionWorks around the tools you already use
Your tools
- Tally
Zoho Books- Microsoft Excel
Google Sheets
Google Drive
How they connect
- Direct connection, where the tool allows it
- Regular import or export of files
- Assisted workflow your team runs
The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.
Full workflow · 5 steps
- 01Year's figures pulled from Tally, Zoho Books or Excel, with last year for comparison
- 02Figures checked to tie up and unusual movements flagged
- 03Financial summary, ratios and charts assembled
- 04Draft narrative sections and management commentary written for review
- 05Pack and board deck handed to your CA or auditor for review and sign-off
Everything included · 5 deliverables
- Annual report draft pack
- Ratio and trend analysis
- Year-on-year variance explanations
- Board presentation deck
- Data-gap and tie-out checklist
What we’ll need from you
- Year's figures pulled from Tally, Zoho Books or Excel, with last year for comparison
- Access to the relevant tools and a sample of real data
- A named owner on your team to review outputs
Human review
Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.
Delivery and support
- Package
- Advanced · price shared on enquiry
- Tentative build time
- 5–8 weeks, confirmed after your demo
- Maintenance & support
- WhatsApp + Slack within 2h, in your SUITE AI Workspace
- Billing
- One-time build fee plus monthly maintenance in your SUITE AI Workspace
- Availability
- Built and scoped for each business — not an off-the-shelf product.
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