AI that turns raw data into actionable insights.

Your AI reporting agent aggregates data across tools, identifies patterns, and generates insights that drive better decisions - automatically.

Trusted by teams at

WiredCo
Fundvice
ScrollStop

How your AI Reporting agent works

From raw data to actionable insights - four stages of intelligent reporting.

Unified data pipeline

Connects to all your data sources - CRM, analytics, databases, spreadsheets - and handles ingestion, cleaning, and modeling. Single source of truth, no manual ETL.

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Data pipeline

PostgreSQL

Salesforce

Google Analytics

Google Sheets

Unified Dataset

4 sources · 12 tables · Clean

Intelligent analysis

Doesn't just show metrics - analyzes trends, identifies anomalies, and highlights insights worth your attention. Learns what KPIs matter to your business.

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Trend analysis

Live

Monthly Active Users

↑ 24% YoY

Anomaly detected: Oct drop (-44%)

Correlated with pricing page change on Oct 3

Insight: Recovery after reverting pricing - recommend A/B testing new tiers

Automated reporting

Schedule reports for weekly updates, monthly reviews, or quarterly analyses. Formatted reports with charts, narratives, and insights - delivered to the right people.

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Weekly Report

Generated

$284k

↑ 18%

Revenue

1,247

↑ 12%

New Users

2.1%

↑ 0.3%

Churn

Executive Summary

Revenue grew 18% driven by enterprise deals. Churn ticked up slightly - recommend proactive outreach to at-risk accounts in fintech segment.

Sent to 5 recipients
Mon 8:00 AM
Conversational access

Your team can query data through chat without SQL or analyst support. Ask a question, get an instant answer with supporting visualizations.

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Data assistant

What's our churn rate by segment this quarter?

Here's your Q4 churn by segment:

Enterprise
1.2%
Mid-market
3.4%
SMB
5.8%

💡 SMB churn up 1.2% from last quarter - linked to pricing change

Your reporting workflow

From data sources to stakeholder-ready insights - here's how your AI reporting agent operates.

AI Reporting and Insights Workflow

The agents powering your reporting system

Four specialized agents working together to transform your data into decisions.

Data Ingestion Agent

Connects to multiple data sources, handles authentication, pulls fresh data on schedule, and manages data quality checks.

e.g. Syncs Salesforce, HubSpot, and Google Sheets data nightly, resolving duplicates and format differences.

Data Modeling Agent

Cleans, transforms, and structures data into a unified model that supports both reporting and ad-hoc analysis.

e.g. Normalizes revenue data from 3 different billing systems into a single consistent format for analysis.

Inference Agent

Analyzes data to identify trends, anomalies, and patterns, then generates insights and narratives that explain what's happening and why.

e.g. Discovers that companies in the fintech vertical close 40% faster and recommends adjusting targeting.

Delivery Agent

Generates dashboards, sends scheduled reports, handles conversational queries, and delivers notifications when metrics hit defined thresholds.

e.g. Sends a Slack alert when daily sign-ups drop below the 7-day average by more than 20%.

Key Capabilities

Built for teams who need insights, not just dashboards.

Multi-Source Data Integration

Connects to databases, CRMs, analytics platforms, and spreadsheets to pull data from wherever it lives.

e.g. Pulls Salesforce pipeline data, Google Analytics traffic, and Stripe revenue into one weekly executive report.

Intelligent Analysis

Identifies trends, anomalies, and patterns in your data, then surfaces insights that matter to your business.

e.g. Spots that customer churn spikes 60 days after onboarding and recommends a proactive check-in workflow.

Automated Report Generation

Creates formatted reports, dashboards, and summaries on schedule or on-demand with context-aware narratives.

e.g. Generates a Monday morning summary with key metrics, wins, risks, and recommended actions for leadership.

Conversational Insights

Chat interface lets stakeholders ask questions and get instant answers backed by real data - no SQL required.

e.g. "What's our churn rate by segment this quarter?" gets an instant, accurate answer with supporting chart.

Why this isn't just another BI tool

Traditional BI

Your AI Reporting Agent

Dashboards you have to interpret yourself

Analyzes data and tells you what matters, not just what changed

Scheduled reports with no flexibility

Handles ad-hoc questions conversationally without analyst support

Charts and graphs without context

Generates narrative insights that explain the story behind the numbers

Static automation with fixed rules

Learns what matters to your business and proactively surfaces patterns

Frequently Asked Questions

Common questions about AI Reporting & Insight Generation.

We support integrations with most popular tools including Salesforce, HubSpot, Google Analytics, Stripe, PostgreSQL, BigQuery, Google Sheets, and many more. Custom integrations are built during setup.

Can't find what you're looking for? Email sachi@thinklylabs.com.

Ready to turn data into decisions?

Book a demo to see how AI-powered reporting can transform your decision-making.