Monthly Reporting Automation Agent
Automates recurring monthly reporting, assembling report content and reducing the manual cycle each period.
Where it fits
Sits at the monthly reporting step (e.g. after the financial close clears), assembling the report so analysts review rather than rebuild each period.
Value & ROI
Capacity released every reporting cycle.
KPI it moves
≈ 1 FTE-day saved per month.
Risk & compliance posture
L2, assembles from existing data for review and approval before publication. Low risk.
Pain points it removes
- An analyst loses a day every month assembling the same report.
- Manual copy-paste between sources introduces errors each cycle.
What the L2 · Draft tier means
Produces a work product (a document, a query, a report, an outreach message) for a human to review and approve. Nothing the agent makes is used until a person signs off. Human role: Reviews & approves.
How you adopt it
Ships pre-built for Microsoft Copilot Studio, Power Automate and Azure. You connect it to your environment, certify it on the CAI Score, and it runs in your own tenant: no rebuild, no data leaving your walls.
Deployment & data
Agents run inside your own Microsoft Copilot Studio, Power Automate and Azure environment. Colleague AI hosts only the control plane: scores, policies and audit metadata. No customer data is ever processed on our side. Your data stays in your tenant.
What you get
- Copilot Studio connect package
- Microsoft 365 Copilot package
- Agent dossier (PDF)
One-time purchase. Your connect packages unlock as soon as secure checkout completes.
About Colleague AI
Colleague AI is the trust layer for enterprise AI. It certifies AI agents against the CAI Score (a five-tier risk classification from L1 to L5) documenting each agent’s controls and producing an audit trail. Agents run inside your own environment; we host only the governance control plane. So you deploy AI you can defend.