How to Generate Financial Reports with AI

"Show me the P&L for Q2." That's it. That's the whole process.

Cheery ERP's AI agent generates professional financial reports in seconds — no report builder, no spreadsheet formulas, no waiting for your accountant.

Step 1: Ask for a Report

Open the AI chat and type:

Show me P&L for Q2 2026

The AI generates a formatted Profit & Loss statement with:

Revenue breakdown by category
Cost of goods sold
Gross profit and margin
Operating expenses by category
Net profit
Comparison to previous quarter (if available)

Step 2: Drill Down

Want more detail?

Break down operating expenses by department

Or:

Compare Q2 revenue to Q1, show variance

The AI updates the report in real-time.

Step 3: Export

When you're happy with the report:

Export as PDF

Or:

Export as Excel

The system generates a branded PDF or Excel file with your company logo and formatting.

Available Reports

Financial Reports:

Profit & Loss (Income Statement)
Balance Sheet
Cash Flow Statement
Trial Balance
General Ledger

Sales Reports:

Revenue by customer
Revenue by product
Sales by region
Outstanding invoices (AR aging)

HR Reports:

Headcount by department
Payroll summary
Leave balance report

Inventory Reports:

Stock levels by warehouse
Inventory valuation (FIFO)
Low stock alerts

Step 4: Schedule Reports (Optional)

Email me the P&L every Monday at 9 AM

The AI sets up a recurring report delivery. You'll get a fresh report in your inbox every week.

Pro Tips

Custom date ranges: "Show me expenses from January to March 2026"
Comparisons: "Compare this month to same month last year"
Filters: "Show me revenue excluding returns"
Template reports: Upload your own Word/Excel template → AI fills it with live data

What Happens Next

Report is generated from live database (always up-to-date)
PDF/Excel includes your company branding
Full audit trail (who generated, when, what filters)
Can be shared with stakeholders (export and email)

Stop building reports manually. Start your free trial and generate your first report in 10 seconds.