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, classify it on the CAI Score, and it runs in your own tenant. Customer business content remains in the customer-controlled Microsoft environment; ColleagueAI processes separate governance-layer metadata as described in the Trust Center.
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. Customer business content remains in the customer-controlled Microsoft environment. ColleagueAI processes separate governance-layer metadata as described in the Trust Center.
What you get
- Copilot Studio connect package
- Microsoft 365 Copilot package
- Agent dossier (PDF)
One-time purchase. Access to your connect packages is arranged after your access request is approved and commercial setup is confirmed.
Price
$7,900 one-time for a perpetual licence to this version, plus $99 / month for Continuous Certification — recommended, and the only route to updated certified releases.
The version you buy is yours forever. The rules it was built against are not: without an active subscription a newer certified release is a new licence purchase, and you follow the covered scope yourself. With it, the package stays listed as a current Colleague AI Certified Release, you get the updated release when a change inside the covered scope requires one at no further licence fee, and you get a Certificate ID a reviewer can check.
Colleague AI’s own programme — not third-party accreditation, and it does not certify how you use the agent. What it covers.
About Colleague AI
Colleague AI is the trust layer for enterprise AI. It classifies 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.