Financial Narrative Generation from Meeting Transcripts
Turn meeting transcripts and financial data into polished board reports automatically. AI financial report writing for finance teams and CFOs.
How long does it take your finance team to turn a week of meetings into a month-end report?
What is the problem?
Every month, the same pattern: meetings with department heads, notes taken by hand or in a shared doc, then someone sits down to synthesise all of it into a structured financial narrative that makes sense to stakeholders who weren't in the room. It's not analysis - it's translation. And it's slow, especially when the inputs are inconsistent and the format requirements are exacting.
How does AI solve this?
We build an AI reporting system trained on your organisation's specific context: your internal terminology, your report structure, your stakeholder audience. Feed in the transcripts or notes from your departmental meetings and the AI generates a formatted, consistent financial narrative ready for review. Not a rough draft, but a properly structured report using your language.
How does this work in practice?
1. Capture your meetings
Transcripts from department heads, leadership sessions, project reviews. Accepts recordings, AI-generated transcripts, or rough notes - whatever your team already produces.
2. Load your context
AI trained on your internal glossary, acronyms, business units, and reporting conventions. It knows what 'GM' means in your context, not the generic interpretation.
3. Generate the narrative
Synthesises information across all inputs into a structured report following your standard headings and format. Consistent language, correct structure, every time.
4. Sense-check against actuals
Where you have financial data, AI cross-references qualitative commentary against the numbers, flagging inconsistencies before they reach a stakeholder.
5. Review and distribute
Finance team reads through, makes adjustments, and distributes a polished report in a fraction of the usual time. No blank pages, no assembly work.
What are the benefits for your team?
Cut report preparation time significantly
A full day of writing reduced to an hour of review. Your team's time goes where it actually matters: interpreting the numbers, not describing the meetings.
Eliminate the blank-page problem
AI produces a structured first draft from your inputs. Your team improves and refines rather than creating from scratch under deadline pressure.
Maintain consistent language and format
Right terminology and structure every time, regardless of who handled the inputs or where the meetings happened.
Free your finance team for actual analysis
Stop skilled people spending their time on document assembly. The insight work is what they were hired for.
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