Reporting Intelligence
Intelligence that lives inside your financial reports and ERP data
Connect your ERP and let AI monitor your numbers around the clock. Reporting Intelligence surfaces what needs attention before your team has to go looking.
The intelligence layer—AI built for finance teams
Automated alerts
User-defined, rule-based notifications that monitor key metrics and trigger the moment thresholds are crossed. Set it once—Reporting Intelligence watches 24/7 so your team catches point-in-time changes before they become problems.
Autonomous insights
Fully autonomous analysis that proactively identifies patterns and anomalies across your ERP data—no configuration required. Surfaces problems and opportunities your team didn't know to look for, before they compound into something bigger.
AI data assist
Spot trends and anomalies in real time without running manual analysis. Get instant trend and anomaly summaries—automated or on-demand—while keeping human judgment in the loop and your team focused on decisions, not data prep.
Enhanced reporting
Everything your finance team needs in one platform
Your 24/7 AI companion
Automatically surfaces hidden patterns and insights in your data. Smart alerts highlight what changed, why it matters, and what to do next.
From ERP data to insights
Go from ERP connection to insights in 60 minutes. Build and manage structured views of your ERP data directly inside Reporting Intelligence. No IT ticket required.
Reports from anywhere
Access ERP reports from any device or browser—no VPN required. Office Online support keeps your data current and sharable from wherever you work.
Automated KPI monitoring
Set rules once and let Reporting Intelligence watch your KPIs. Trigger alerts the moment thresholds are crossed—nothing slips between cycles.
ERP connected
Connect to the ERPs & tools your team already uses
Built on 25+ years of ERP expertise, Reporting Intelligence connects to your cloud ERP and gets up and running fast, with more ERPs and integrations added on a rolling basis.
Choose the right package for your team
Essential
Automate your Excel reporting anywhere
- Core reporting
- Excel desktop add-in
- ERP data connection
- AI doc assist & data assist
- Lineos Platform
Professional
Integrate AI With everyday reporting
- Core reporting
- Excel desktop add-in
- ERP data connection
- AI doc assist & data assist
- Cloud storage & organization
- Cloud automation
- Scheduling & distribution
- Excel online add-in
- Intelligence layer
- User-configured threshold monitoring
- Autonomous pattern/anomaly detection
Upgrade
Current customer? Move from Spreadsheet Server or Jet Reports to Reporting Intelligence
- AI-generated insights
- Rules-based intelligence
- Known Excel environment
- Modern cloud architecture
- Access reports anywhere
Built for every finance role on your team
AI monitoring
AI that watches your KPIs around the clock and surfaces anomalies early—so you spend less time in the weeds and more time driving strategy.
Close automation
Build reports once, refresh automatically, and let AI flag what's changed. Fewer manual reconciliations, faster close cycles, fewer surprises.
Variance analysis
Stop chasing variance explanations. Lineos surfaces what moved and why—so your team focuses on what the numbers actually mean.
Self-service reporting
Access ERP data directly in Excel, generate reports on demand, and validate data without depending on IT or BI developers to pull it for you.
