Generate reports, decks and workbooks
from your documents

Board packs, insurer reports and team workbooks take hours to put together, and every number in them is copied from somewhere else. Ask Navi in chat and it builds the file for you, with every figure taken from the records in your project.

  • Word
  • Excel
  • PowerPoint
  • PDF
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The write-up takes
longer than the analysis

A quarterly review ends in a board deck, a report for each insurer client and a workbook for finance. Someone exports the figures, rebuilds the tables in Excel, pastes the charts into PowerPoint and types the headline numbers into the Word summary.

Every copy is a chance to get a number wrong, and every round of comments starts the copying again. By the third version, the deck, the report and the workbook no longer agree with each other.

From a question to a finished file

  1. 01

    Ask for the file in chat

    Tell Navi what you need: a Q3 board deck, a workbook of open reserves by cause, a one-page summary for an insurer. It can be a Word report, an Excel workbook, a PowerPoint deck or a PDF.

  2. 02

    Navi checks it has the evidence

    Before writing, Navi lists what the file needs and checks each section is supported by your project. If something is missing, it tells you what and asks how to go on rather than filling the gap.

  3. 03

    It builds the file from your records

    Figures, names and dates are loaded straight from your project's results as the file is built, so nothing is retyped. Ask for links and each figure points back to its record or source page.

  4. 04

    Download it, or ask for changes

    The file arrives as a card in the chat. Ask for a change and Navi makes a new version, and every file the project has generated stays in one list.

Decks, reports and workbooks

Board and committee packs

Turn the quarter's portfolio and claims results into a deck with one message per slide.

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Insurer and client reports

Draft the periodic report for each insurer client from the same records, as a Word document or a PDF.

Insurer reports and updates

Workbooks for the team

Hand over the records behind an analysis as an Excel workbook, with a summary sheet, the data and the checks.

Need it in your own layout? File editing fills your existing templates and edits the files you already have. See every capability

Which report does your team rebuild every month?

Bring the documents and the last version of the report. We'll build it with you in a demo, and you can check every figure against its source.

Book a demo