ReportX Agent™
A product by EvolveX Technologies
Your weekly, monthly and board reports assembled from every system, summarised in plain language and delivered on schedule, without anyone building them by hand.
ReportX Agent™ is a reporting automation product from EvolveX Technologies. It gathers the numbers for your recurring reports from every system they live in (ERP, CRM, helpdesk, spreadsheets, databases, ad platforms), builds the report or dashboard in your template, writes a plain-language summary of what changed and why it matters, and sends it to the right people on schedule. The Monday report arrives on Monday morning, built by an agent, reviewed by you.
Why We Built ReportX Agent
Every manager we work with has a report that eats the first day of the week or the first three days of the month: exports from four systems, a spreadsheet with fragile formulas, charts pasted into a deck, and a paragraph of commentary written at the last minute. We automated financial reporting for a client and the same pattern turned up in sales, operations, support and marketing. ReportX Agent is that automation as a product, covering the gathering, the building and the narrative.
What ReportX Agent Does
- Multi-source gathering. Data pulled from ERP, CRM, helpdesk, HRIS, ad platforms, databases and spreadsheets on a schedule, with validation that the numbers reconcile.
- Report and dashboard assembly. Reports built in your Excel, PowerPoint, Google Slides or Word templates; dashboards refreshed in Power BI, Looker Studio or Tableau.
- Narrative summaries. Plain-language commentary on movements, variances and exceptions, in your tone, with the numbers cited and anomalies flagged.
- Scheduled distribution. Delivered by email, Slack, Teams or a shared drive to the right audience on the right day, with per-recipient versions where needed.
- Review step. Optional approval before sending, with the summary editable and the edits learned for next time.
- Audit trail. Every figure traceable to its source query and extraction time, so questions in the meeting have answers.
How ReportX Agent Works
Gather. Data is pulled from every source system and checked for completeness.
Build report. Charts, tables and KPIs are assembled in your template or dashboard.
Summarise. A narrative explains the key movements, variances and exceptions.
Distribute. The report is approved (if you choose) and delivered on schedule to each audience.
Who ReportX Agent Is Built For
- Finance teams producing month-end packs, board reports and management accounts.
- Sales, operations and support leaders who need weekly performance reporting without a day of spreadsheet work.
- Agencies and service providers sending recurring client reports at scale.
Works With the Systems You Already Run
SAP, NetSuite, Dynamics 365, QuickBooks, Xero and Tally; Salesforce, HubSpot and Zoho; Zendesk, Freshdesk and ServiceNow; Google Ads, Meta and LinkedIn Ads; SQL databases, Google Sheets and Excel; output to Excel, PowerPoint, Google Slides, Word, Power BI, Looker Studio and Tableau; delivery by email, Slack, Teams and SharePoint. Where a system has no API, an RPA bot exports the data from its screens.
What You Get With ReportX Agent
- Pre-built product. Extraction models, rules, workflows and connectors that already work, configured to your documents and systems rather than built from scratch.
- Pilot on your own data. You see results on your real files before committing to a rollout.
- Deployment and integration. Set up in your cloud environment or one we manage, connected to your systems by our team.
- Training and handover. Your team learns the review workspace and exception handling in a few sessions.
- Support and improvement. Monitoring, maintenance and model updates as your documents, systems and volumes change, under an agreed support plan.
- Security by default. ISO 27001:2022-certified delivery, encrypted credential storage, full audit logging, NDAs and data processing agreements as standard.
Results You Can Expect
- Recurring reports delivered on time, every time, without manual assembly
- Commentary that explains the numbers instead of just presenting them
- Hours per week returned to analysts and managers
- Consistent figures across teams, from one governed pipeline
- Anomalies surfaced before the meeting, not during it
Read our financial reporting automation case study.
ReportX Agent FAQs
Does ReportX Agent replace Power BI or Tableau?
No. It feeds and refreshes them, and it builds the document-style reports (Excel packs, decks, PDFs) that dashboards do not cover, plus the written commentary.
Can we trust the narrative?
The summary is generated only from the figures in the report, cites them, and flags anything it is unsure about. You can require review before sending, and your edits teach it your tone and priorities.
What sources can it pull from?
ERP, CRM, helpdesk, HRIS and ad platforms through APIs; SQL databases; Google Sheets and Excel; and legacy systems through RPA exports. During the pilot we map every figure in your report to its source.
How is data kept secure?
Connections use read-only credentials stored in encrypted vaults, data is processed in your environment or a dedicated one we manage, and distribution lists are yours to control. EvolveX Technologies is ISO 27001:2022 certified.
How do we get started?
Send us the report you build most often and where its numbers come from. We run a pilot, produce the next edition side by side with yours, then schedule ReportX Agent to take over. Request a demo or book a call from the button in the header.
See ReportX Agent on Your Own Documents
Send us a sample batch and we will show you what ReportX Agent extracts, checks and posts on your real files, then scope a pilot. No slide decks, no generic demo data.
