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Use Case · Cross-Industry

Reporting
& Management Information

Automatic generation of reports from any number of source systems. No manual exports, no copy-paste, no stale figures. Reports that write themselves.

Why Reporting Is a Lever

200-500 hours per month on copy-paste

Every month the same ritual: month-end close. Quarterly report. Board pack. Compliance report. Every report starts the same way, and is equally frustrating. Export data from 4-8 systems. Consolidate in a spreadsheet. Transfer into PowerPoint. Review round. “The figures don’t add up.” Back to the beginning.

A mid-market organisation spends 200-500 hours per month on reporting. That is 2-4 full-time roles doing nothing but transferring data from one system to another. The error rate in manual consolidation runs at 5-8%. And the reports are already out of date by the time they are finished, because the data is 2-3 weeks old.

The real problem: nobody has time for the analysis. The question “What do these figures mean?” goes unanswered, because everyone is occupied with “How do I get hold of these figures?”

How the Process Changes

Before / After

⏱ Vorher — Manuell
Berichtsanforderung
Monatsabschluss, Board-Deck, Compliance
Daten aus SAP/ERP exportieren
System 1: Finanzdaten
⏱ Manueller CSV-Export
Daten aus CRM exportieren
System 2: Vertriebsdaten
Daten aus HR exportieren
System 3: Personaldaten
Weitere Quellen einsammeln
Excel-Files der Standorte, QM, Produktion
🔄 4–8 Systeme insgesamt
Excel-Konsolidierung
Formate angleichen, Zeiträume abgleichen
❌ 5–8% Fehlerquote
Bericht manuell erstellen
PowerPoint, Tabellen, Grafiken
⏱ Stunden pro Bericht
Abstimmungsrunde
"Die Zahlen stimmen nicht" → zurück
🔄 2–3 Runden pro Bericht
Bericht fertig
Daten 2–3 Wochen alt
📊 Bereits veraltet
⚡ Nachher — Mit Lunatec
Berichtsanforderung oder Zeitplan
Automatisch oder auf Abruf
AI-Agent zieht alle Daten
Parallel aus allen Quellsystemen
⚡ Minuten statt Tage
Automatische Konsolidierung
Formate harmonisiert, Zeiträume synchron
✅ Fehlerfreie Datenbasis
Plausibilitätsprüfung
Abweichungen automatisch markiert
✅ Keine Überraschungen
Bericht automatisch erstellt
PowerPoint, PDF, Dashboard — formatiert
⚡ Fertig in Minuten
Anomalien hervorgehoben
AI markiert, was Aufmerksamkeit braucht
📊 Analyse statt Suche
Review & Freigabe
Management analysiert, statt zu formatieren
👤 Fokus auf Entscheidungen
4 Tage 2 Stunden

pro monatlichem Board-Report

2h (Nachher) 32h / 4 Tage (Vorher)
The Solution in Detail

How We Automate Reporting

01

Data Connection & Automatic Export

The AI agent connects to all relevant source systems and pulls the required data automatically, at a configured time or on demand. No manual CSV exports, no copy-paste, no forgotten systems.

RPA bots and API connectors for SAP, Dynamics 365, Salesforce, DATEV, HR systems, production systems. Configurable data fields per report type. Incremental data retrieval.

02

Consolidation & Harmonisation

Data from different systems is automatically harmonised: periods synchronised, formats aligned, currencies converted, duplicates removed, missing data points identified.

Rule-based transformation and mapping. Automatic detection of format inconsistencies. Historical comparison. Full audit log for traceability.

03

Report Generation & Formatting

From the consolidated data, the AI agent produces the finished report as PowerPoint, PDF, Excel or web dashboard. Including tables, charts and commentary on variances.

🔴 Executive Summary – Highlights, trends, action items
🟠 Operational Report – KPIs, variance analysis
🟢 Compliance Report – Evidence structure, audit-ready

04

Anomaly Detection & Analysis Support

The AI agent automatically detects deviations from expected values, trends and prior periods. It flags anomalies with context, so management and controllers can focus on analysis rather than searching.

Statistical variance analysis against historical data. Trend detection. Automatic commentary generation for material changes.

UiPath
SAP / Dynamics 365 / Salesforce
DATEV
Power BI / Power App
Azure AI
Python
Results

What Reporting Automation Typically Delivers

80%

Less effort
per report

100%

Consistent
data foundation

Echtzeit

Instead of 2-3 week
old data

<4 Mo.

ROI at high
reporting frequency

The greatest lever is not the time saved, but the quality of decisions. Reports built on current, error-free figures lead to better decisions than manually consolidated data that is 3 weeks old.

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Ready?

How many hours does your team spend per month on reporting?

Let us calculate in 30 minutes what reporting automation would deliver for your organisation, in time saved, in data quality and in better decisions.

No sales pitch. Just an honest assessment.

120+ Clients.   100% Satisfaction.   7 months to Profitability.

WHAT YOU GET IN THE DISCOVERY CALL

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Identify your best use cases
Based on your industry and process landscape

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Calculate concrete ROI
In Euros, FTE equivalents and time savings

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Show examples from your industry
Real results of comparable companies

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Define timeline and next steps
Concrete roadmap, no vague promises