AI agent · Productivity

Smart Reports

See how report building is evolving in organizations with AI agents.

Prebuilt agent Ready to use, we do not start from scratch.
Best practices Built in from day one.
Configured by experts Functional and technology consultants.
Agent platform Workforce AI.
Process experience Processes + technology + enterprise software.
GIITIC software ecosystem The tools the agent needs.

Let's talk about your process See how the process changes

The current challenge

How it is done today, and why it is no longer enough

Teams spend more time gathering data than analyzing it: in the FP&A Trends 2024 survey, only 35% of financial planning professionals’ time went to high-value tasks such as generating insights.

Data in several systems
Fragile spreadsheets
Numbers that don’t match
Charts with no explanation
Reports that arrive late
Questions that wait

Meet your agent

Smart Reports agent

I'm an artificial intelligence agent trained by experts, ready to use and built with best practices. I am here to build your reports: I find and consolidate information from your systems, reconcile differences, analyze variances and trends, and write insights and conclusions with charts and the source of every figure. Anything I can’t explain with the data, I ask about or flag for you.

Prebuilt, but adaptable to each organization.

How I work

I detectReport needI understand which report you need, for whom, for what period and which questions it must answer.
I understandData from your systemsI find and consolidate information from your ERP, CRM, spreadsheets and documents.
I analyzeVariances and trendsI reconcile differences and analyze changes by period, region, product or customer.
I decideInsightsI identify what weighs most on the result and propose explanations based on the data.
I executeReportI write the report with insights, conclusions and charts in the format you use.
I verifySources and validationI cite the source of every figure, ask about what the data doesn’t explain and flag what you should validate.

Results

Results you can achieve

less time writing with AI: −40%
already use AI for automated insights: 50%+
of analytics content with AI by 2027: 75%

Reference values based on benchmarks and comparable scenarios. Results depend on the characteristics of each operation and are not guaranteed results.

Greater speed, higher quality, lower costs

Greater speed
Automate tasks and connect your information so your team responds sooner and your processes move forward without waiting.
- Consolidates information from several systems in minutes
- Delivers the report the same day the figures close
- Explains variances without waiting for each department to respond
- Prepares recurring reports automatically
Higher quality
Standardize the work and control every step so your information is reliable and your results are consistent.
- Reconciles differences between sources before writing
- Cites the source of every figure so it can be reviewed
- Explains why the results happened, not just what happened
- Uses the same structure and criteria in every period
Lower costs
Reduce rework, errors and manual work so your operation delivers more with the same resources.
- Reduces the hours spent exporting, merging and formatting data
- Avoids spreadsheet errors that lead to bad decisions
- Cuts information requests between departments
- Frees analysts to interpret and recommend

Before and now

Artificial intelligence in report building

Before

8:00 a.m.8:00 a.m. · MilestoneManagement asks for the month’s sales report for the committee
8:00 a.m.8:00 a.m. · Lost timeWaits for accounting to close the month’s figures6 h
2:00 p.m.2:00 p.m. · PersonExports sales, CRM and receivables to spreadsheets1 h
3:00 p.m.3:00 p.m. · PersonCross-checks the sources and fixes the differences1 h 30 min
4:30 p.m.4:30 p.m. · Lost timeAsks two regional managers to explain their variances and waits18 h
10:30 a.m. · day 210:30 a.m. · day 2 · PersonWrites the insights and conclusions and builds the charts2 h
12:30 p.m.12:30 p.m. · Lost timeTheir manager reviews the report in the afternoon3 h
3:30 p.m.3:30 p.m. · PersonAdjusts the report with their manager’s comments30 min
4:00 p.m. · day 24:00 p.m. · day 2 · MilestoneReport ready for the committee

Now

8:00 a.m.8:00 a.m. · MilestoneManagement asks for the month’s sales report for the committee
8:00 a.m.8:00 a.m. · Lost timeWaits for accounting to close the month’s figures6 h
2:00 p.m.2:00 p.m. · AgentConsolidates sales, CRM and receivables and reconciles the differences between sources5 min
2:05 p.m.2:05 p.m. · AgentAnalyzes variances by region, product and customer and explains their causes with the data5 min
2:10 p.m.2:10 p.m. · AgentOne region shows a drop the data doesn’t explain; asks its manager for context< 1 min
2:11 p.m.2:11 p.m. · Lost timeThe regional manager responds1 h
3:11 p.m.3:11 p.m. · AgentIncorporates the explanation and writes the insights, conclusions and charts5 min
3:16 p.m.3:16 p.m. · Lost timeTheir manager finishes their current task30 min
3:46 p.m.3:46 p.m. · PersonReviews the report and adjusts one conclusion20 min
4:06 p.m.4:06 p.m. · MilestoneReport ready the same day

Tangible results in your operation

Indicator	Before	Now	Factor
End-to-end cycle time	≈ 32 h	≈ 8.1 h	×4
Human work time	5 h	20 min	×15
Waiting time	27 h	7.5 h	×3.6
Human intervention	100%	≈ 40%	÷2.5
Team capacity	1×	≈ 2.5×	×2.5

Illustrative reference scenario. Times depend on each operation and are validated with your data.

How work evolves

Your team moves from operating to deciding

The capacity the agent frees up goes to analysis, decisions, relationships, exceptions, improvement and innovation.

No more low-value manual tasks
- Exporting data from several systems to spreadsheets
- Cross-checking sources and fixing differences by hand
- Chasing explanations for every variance
- Formatting charts and tables every period
- Redoing the same report every month
The team adds value to the operation
- Interpreting the insights and recommending actions
- Digging deeper into the questions the report leaves open
- Supporting leadership in decision-making
- Improving indicators and data quality
- Designing new analyses for the business
Your team's professional growth
- Business analytics partnerTurns the agent’s insights into recommendations for leadership.
- Agent supervisorReviews the quality of the reports, adjusts sources and criteria and governs the agent’s knowledge.
- Data quality ownerKeeps the sources and definitions the agent uses reliable.

Enterprise knowledge

Agents are only as good as the knowledge and context they handle

It is one of the great challenges of enterprise artificial intelligence (AI): an agent without clear rules, reliable data and business context makes mistakes or stops. That is why knowledge is prepared, governed and improved as part of the project.

Company indicators, definitions and formulas
Data sources and their equivalence across systems
Report structures and formats by audience

The knowledge this agent handles

Targets, budgets and comparison periods
People to ask in each department or region
Confidentiality and distribution rules for each report

60%

of AI projects without AI-ready data will be abandoned through 2026, according to Gartner. Gartner, “Lack of AI-Ready Data Puts AI Projects at Risk,” February 2025

Workforce AI helps you prepare, govern and improve it

Instructions prebuilt by experts
Process best practices
Tools to create and capture knowledge
Knowledge management
Integration with your current sources
Enrichment of existing knowledge
Ongoing updates
Knowledge governance
Continuous learning and improvement

Integration

We integrate with your environment

We connect the agent with virtually any application, API, service or data source in your company, whether GIITIC or third-party systems.

Integrations this agent requires

ERP, CRM and operations systemsYour ERP or CRM (SAP, Salesforce or others) or GIITIC: sales, finance, receivables, inventory and operations.
BI and data toolsData warehouses, spreadsheets and BI dashboards your company already uses.
Email, chat and documentsChannels to ask the people responsible and to publish or distribute the report.

Your agent, connected to your operation

Base systems for agents

If you do not have the base system, we provide reduced versions of GIITIC modules with the capabilities the agent needs to work.

Executive management for agentsA reduced version of GIITIC Integrated Executive Management System: leadership’s indicators, targets and dashboards.
Accounting for agentsA reduced version of GIITIC Accounting: closed figures, cost centers and financial statements.

Applications and ERP
APIs and web services
Databases and files
MCP (Model Context Protocol), when applicable

An agent needs software tools to query information and carry out actions. Without them, it stays a conversation. That is why we cover both paths: connecting to what you already have or giving you what you are missing.

See GIITIC integrations

95%

of organizations struggle to integrate AI into their existing processes. MuleSoft (Salesforce), Connectivity Benchmark Report 2025, study sponsored with Vanson Bourne and Deloitte Digital

Workforce AI · Central governance platform

Today it is one agent, tomorrow dozens

Every area will add agents working at the same time. Workforce AI is the control center of your digital workforce, not an isolated script.

Explore Workforce AI

Agent creation and management
Security, identities and permissions
Policies and human oversight
Traceability and audit
Observability, quality and results
Models, tokens, usage and costs
Continuous updates to new AI models and features

Map of the Americas with the United States, Mexico, Guatemala, El Salvador, Costa Rica, Panama, Dominican Republic, Colombia, Venezuela, Ecuador, Peru, Bolivia, Chile and Argentina connected from Colombia

Our track record

Global experience at your service

Years of experience: 15+
Companies in Latin America: 850+
Countries: 10+
Integrations: 100+
ERP and ERP+ modules: 40
AI agents: 20+

Learn more about us Why is GIITIC the ideal partner?

Companies that trust GIITIC

Frequently asked questions

Questions about Smart Reports

What reports can the artificial intelligence agent build?

Management, sales, finance, operations, project or service reports, recurring or on demand, with insights, explanations, conclusions and charts. Sources, formats and audiences are confirmed when the project is scoped.

Where do the figures come from, and how do I know they’re correct?

From your systems, with the permissions of the person requesting the report. The agent reconciles differences between sources, cites the origin of every figure and flags what you should validate before publishing.

Does the agent make forecasts or predictions?

No. It explains what happened using the data, and why. Forecasts and detection models belong to GIITIC Analytics; the agent can include their results in the report.

Do I need GIITIC, or can I use my current systems?

You can use your current systems. The agent integrates with your ERP, CRM, data warehouses and BI tools through APIs, services, files or MCP where applicable. If you don’t have the base system, we provide agent modules with the capabilities it needs.

What knowledge does it need, and who maintains it?

Your indicators, definitions, sources, formats and the people responsible: it’s the context the AI needs. We help you capture it, organize it and keep it up to date with the Workforce AI knowledge tools, with defined owners.

Who controls what the agent does?

Workforce AI centralizes permissions by agent, human approvals, traceability of sources and conclusions, statuses and errors, auditing and usage control. You define which reports it publishes and which require approval.

How long does implementation take, and how much does it cost?

It depends on your data sources, reports and volume. Starting from a prebuilt agent avoids developing from scratch. First we talk and scope the project with you; then we prepare the proposal. We don’t publish prices.

What happens to my analysts?

They stop exporting, merging and formatting data, and spend their time interpreting, recommending and supporting leadership. The agent expands their capacity; it doesn’t leave them without control.

Next step

Ready to see your agent work in your process?

Let's talk about your operation. A consultant will review your process, your systems and your knowledge, and show you how the agent would work with your rules.

Demo of the agent with cases from your process.
Review of your systems and the available knowledge.
Estimate of the scope and the next step.

Let's talk about your process

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Smart Reports

How I work

Greater speed, higher quality, lower costs

Greater speed

Higher quality

Lower costs