Financial Reporting Automation

Launch AI-first workflows for financial reporting in minutes. Automate data consolidation, report generation, and distribution so finance teams can close faster and deliver accurate insights on demand.

Built for Finance, Accounting, and Leadership Teams

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Kick off flows from ERP updates, accounting closes, or monthly reports
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AI steps consolidate data, summarize insights, and highlight anomalies
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Automate report generation, formatting, and delivery to stakeholders
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430+ connectors across accounting, BI, payroll, and data visualization tools
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Credentials stay encrypted.
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Sensitive details never appear in logs due to data masking.
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 Run in our secure cloud or self-host for complete control.

Deliver Financial Insights Without the Manual Spreadsheets

Manual reporting slows decision-making and risks errors. Automating consolidation, analysis, and distribution ensures leaders always have timely, accurate financial visibility—without chasing files or formulas.
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AI-generated summaries and variance explanations
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SOC 2 Type II cloud for compliance and secure data handling
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Trusted by 100,000+ users worldwide
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Disconnected apps slow teams down and create errors.
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Activepieces fixes that by giving you 400+ integrations in one platform.
Everything You Need to Scale Automation
Data Consolidation and Validation
Trigger workflows at month-end or quarter-end. Pull data automatically from accounting, payroll, and CRM systems, then validate totals for consistency.
AI-Powered Analysis
Use AI to generate executive summaries, highlight revenue and expense trends, and explain variances between actuals and forecasts.
Reporting and Distribution
Generate formatted balance sheets, P&Ls, and cash flow reports. Distribute them automatically via Slack, email, or dashboards for leadership visibility.

Join 100,000+ users from Google, Roblox, ClickUp and more building secure, open source AI automations.
Start automating your work in minutes with Activepieces.

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