Faster reports and dashboards with prebuilt report queries

Getting a useful financial report should not require your agent to reconstruct the same accounting calculations every time you ask.

xpnAi now includes prebuilt report queries for trial balances, monthly income statements and monthly balance sheets. These give your agent a direct route to structured financial results for reports and dashboards.

Less work between the question and the answer

The built-in queries handle the report calculations in xpnAi, reducing the query-building and data processing your agent needs to do in the conversation. That makes standard reporting faster and more token-efficient, leaving more room for analysis and explanation.

Choose your organisations, reporting period and currency. Monthly statements return group subtotals by default, with account detail available when you need it. The results follow your reporting hierarchy, and whole-statement reports show unmapped activity separately so it remains visible.

Start with the report, then explore

Try this with your connected agent:

Use xpnAi's built-in report queries to produce a monthly income
statement for our connected organisations for July to September 2026.
Use our Workspace reporting currency and reporting hierarchy.
Show group subtotals, flag unmapped activity, and explain the
largest month-on-month movements.

Your agent can use the same structured results to create charts, spreadsheets or dashboards using its available presentation tools. See our finance dashboard walkthrough for an example of turning financial data into a management view.