AI app for finance · no coding needed
Monthly reporting service
Accountant-reviewed commentary grounded in the actual reporting period.
Made for: Accounting firms offering management accounts
What it does for you
The problem
Clients receive numbers without useful explanations.
What it gives you
Branded monthly management report
What you give it
Reviewed accountsbudgetsbusiness commentary
How it works, step by step
- Compare periods
- Explain budget variances
- Link narrative to tables
- Flag missing context
- Maintain client templates
- Produce branded reports
What you see on screen
- Client dashboard
- narrative editor
- accountant approval
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Monthly reporting service with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Monthly reporting service with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links1 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare21 KB
- prompt-vps.mdThe same build on your own server (Docker)21 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria11 KB
- demo/index.htmlThe working demo on sample data200 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
For accounting firms offering management accounts, turn reviewed accounts, budgets and business commentary into branded monthly management report. Address the recurring problem: clients receive numbers without useful explanations. The pilot measures review hours and client report usage against the buyer's current method, before the larger build.
Collect a structured brief and source material, identify unanswered questions, approve an outline, generate a draft, verify claims, gather reviewer edits, approve a final version and export the agreed formats. Start with reviewed accounts, budgets and business commentary and finish with branded monthly management report.
How the AI works
Extract and organize information, propose structure, draft prose and adapt approved content to audiences. Attach evidence to factual claims. Keep names, dates, amounts and quoted wording linked to their source. Editors resolve ambiguity and approve publication.
Safeguards
Reconcile calculations to approved records. Keep proposed entries and payment actions under finance-team control. Never invent missing financial inputs. Validate source access and reviewer availability during the pilot. Maintain customer-level access, data deletion controls and a record of final approvals.
What to build first
Begin with accounting firms offering management accounts and one recurring use case. Build the first two modules: compare periods; explain budget variances. Provide operator assistance for the third module: link narrative to tables. Deliver branded monthly management report through a manual review queue. Perform other necessary full-scope functions manually during the pilot. Include all applicable access, accuracy and professional-review controls from the start.
What it can connect to
Accounting exports, invoice records and finance review processes. Document storage, word processor export, content management systems and approved publishing channels. Pilot with uploads and downloadable drafts before adding write integrations. These are candidate integration categories, not verified supported connectors.
The screens in detail
Use a project list and editorial calendar beside a document editor. Keep original material and supporting passages in a collapsible side panel. Show outline, draft, review and approved stages. Provide tracked edits, comments, version comparisons and an export preview that reflects the final delivery format. In this product, the first view is client dashboard, followed by narrative editor and accountant approval.
