How do I turn spreadsheets and partner files into clear reports?

The AgentScore Data Analyst Agent takes the data your company collects, from spreadsheets, partner files and exports, checks that each file adds up, and turns it into clear reports. Your team asks it questions in plain English, and every number shows where it came from. When someone sends an updated file, it tells you what changed.

The Data Analyst Agent, at work.

#financethe AgentScore Data Analyst Agent: every number tied to the file it came from

Sam3:09 PM

@AgentScore Data Analyst Agent vendor invoices for the june close

XLSXJune-Vendor-Invoices.xlsx

AgentScore Data Analyst AgentAgent3:10 PM

Hey Sam, read them. June against May: vendor spend up modestly, and the mover is compute.

  • One subscription is billed twice, same invoice number on two line items. Counted once, and flagged for the vendor thread.
  • The cloud bill carries a credit that expires next month, so July will look like a jump that is not real. Noted on the close.

One question before I book the total: with the credit applied, or gross with the credit shown as its own line? I will not pick silently.

Sam3:11 PM

@AgentScore Data Analyst Agent gross, credit as its own line

AgentScore Data Analyst AgentAgent3:12 PM

Booked that way. The double-billed line stays flagged for the vendor thread, and every number in the close traces back to the invoice line it came from.

✓ June close booked · one duplicate caught · flagged for follow-up

Sam3:13 PM

@AgentScore Data Analyst Agent perfect. can you turn that into a chart for the board meeting?

AgentScore Data Analyst AgentAgent3:14 PM

Here you go, in the deck style. The numbers are the booked close, so it matches what the board sees everywhere else:

Vendor spend, first halfmonthly · June gross, expiring credit in grayAgentScore$15K$10K$5K$9.8KJan$11.2KFeb$10.5KMar$12.9KApr$12.4KMay$14.1KJun

Sized for a slide, with the real mark placed on it; I never draw the logo. Ask and it lands in the deck.

Sam3:15 PM

@Jake before this goes in the deck, what do you think?

Jake3:16 PM

@AgentScore Data Analyst Agent close. round the labels, and dash in last year so the growth reads at a glance

AgentScore Data Analyst AgentAgent3:17 PM

Done: labels rounded, last year dashed underneath.

Vendor spend, first halfmonthly · last year dashedAgentScore$15K$10K$5K$10KJan$11KFeb$11KMar$13KApr$12KMay$14KJun
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An example of the work, shown the way it looks in Slack. The company and the people in it are made up, and what the agent does is set up for each company.

What it does

  • Reads each new kind of file on its own, and tells you plainly when it cannot
  • Makes sure each file adds up before it uses a number from it
  • Tells you what changed when someone sends an updated file

What you get back

  • A short answer with a table, and the file each number came from
  • A spreadsheet, when you want to work on the numbers yourself
  • What is missing and which file would answer it, when the data cannot

What you give it

  • Spreadsheets, partner files and exports, sent in Slack or forwarded by email
  • Your team’s notes on what the data means, like a location that is really a warehouse

What stays with your team

  • What a question means. When it could be read two ways, it asks which one you mean.
  • Where files go. What it makes stays in your Slack, privately, and never behind a public link.

Questions about the Data Analyst Agent

What kinds of files can an AI data analyst work with?

The spreadsheets, partner files and exports your company already gets, sent in Slack or forwarded by email. When it cannot read a file with confidence, it tells you why instead of guessing at it.

How do I know a number from the Data Analyst Agent is right?

Every number names the file it came from, and each file is kept exactly as it arrived, so anyone can go back and check it. If a figure looks wrong, it reads the file again and tells you what it actually says.

Can my team ask the Data Analyst Agent questions directly?

Yes, in plain English, in Slack. When a question could mean two different things, it asks which one you mean before it answers.

We build it for your company, then stay on.

A business expert from our team learns how your company works first. We build the agent around that, launch it in the Slack your team already uses, and keep improving it after launch.

The other agents we build

Start with one workflow.

We quote a price for each workflow before we build anything.