99.5%
Reporting Accuracy
Month-End Management Accounts Agent
Automated management accounts with live P&L, balance sheet, 13-week cash flow, and AI-generated board commentary.
110K/yr
Cost Savings
22 days
Faster Control and Consistency
The Problem
Preparing monthly management accounts is a gruelling manual process—pulling data from multiple systems, building P&L and balance sheet packs, forecasting cash flow, and writing commentary. It takes days, delays decision-making, and the numbers are often stale by the time they reach the board.
The Solution
An AI agent that automates the entire month-end management accounts process - generating P&L, balance sheet, and 13-week rolling cash flow forecasts with live BI dashboards and AI-written commentary, ready for directors in hours, not days.
What This Agent Does
Pulls data from accounting systems, bank feeds, and ERPs to prepare month-end packs automatically
Generates Profit & Loss, Balance Sheet, and 13-week rolling cash flow forecasts
Builds live BI dashboards with drill-down by department, cost centre, and project
Writes variance commentary automatically - highlighting key movements and trends
Compares actuals vs. budget vs. forecast with visual trend analysis
Produces board-ready PDF packs and interactive dashboards simultaneously
How Sensys Delivered
01
Mapped the client's full month-end process across 3 entities and identified days (each month) of manual data wrangling
02
Built automated data pipelines from Sage, bank feeds, and payroll into a unified reporting layer
03
Designed live BI dashboards showing P&L, balance sheet, and 13-week cash flow with department-level drill-down
04
Trained the AI commentary engine on 18 months of historical board packs to match the firm's tone and focus areas
05
Reduced month-end delivery from day 22 to day 3 - giving directors extra days of decision-making time
We went from internal bookkeeping, financial controller and fragmented systems with no single source of truth & confidence to the sensys AI agent and dashboards which are easy for everyone to understand and take action quicker.
Financial Director
Want This Agent for Your Business?
Every deployment is tailored to your systems, data, and workflows. Let's discuss how we can build this for you.
