Automating Reporting in Financial Services: From Excel to AI

In financial services, reporting is everything — but doing it manually costs teams valuable time. Analysts often spend hours pulling data from different systems, formatting spreadsheets, and preparing reports for compliance, performance reviews, or client updates.

As the pace of business accelerates and expectations rise, relying on Excel alone is no longer enough. That’s where AI-powered assistants come in — helping analysts automate reports, reduce errors, and focus on insights rather than formatting.

Why Reporting Needs AI — Now

Manual reporting workflows are slow, repetitive, and prone to error. Whether you're preparing internal dashboards, regulatory filings, or client updates, the pressure on analysts keeps growing.

Financial institutions work with huge volumes of structured data — yet much of it still gets copied, cleaned, and processed by hand. AI unlocks that data’s value by automating repetitive tasks and delivering insights instantly.

Where AI Adds Value Right Away

• Faster reporting

AI instantly creates internal and regulatory reports — letting analysts spend more time on interpretation, not spreadsheet formatting.

• Smarter fraud detection

AI monitors transaction patterns in real time and flags anomalies — making it easier to catch suspicious activity early.

• Clearer risk insights

By combining historical and live data, AI gives you a reliable view of exposure — supporting faster, smarter portfolio decisions.

• Deeper client understanding

AI analyzes customer behavior, helps segment your client base, and supports personalized communication — with less manual effort.

Surprising Insights

• Analysts using AI-powered reporting tools save up to 10 hours per week on manual data prep.

• AI-generated summaries reduce reporting errors by up to 80%.

• Over 60% of teams still use Excel for routine reporting — missing opportunities for automation.

• AI-powered dashboards can update automatically as soon as new data is available — no manual refresh required.

AI Assistants That Support Analysts

Siesta AI’s reporting assistants are designed for the real world. Whether you're syncing sales reports, tracking KPIs, or preparing updates for clients or investors, they adapt to your existing workflows.

These tools work with what you already use — and turn complex data into timely, accurate, and actionable insights.

How to Get Started

You don’t need to replace your whole reporting stack to see results. Start by automating one high-impact report — like your weekly summary or monthly dashboard — and scale from there.

With Siesta AI’s modular assistants, integration is easy, results are fast, and your team stays in control.

Say Goodbye to Manual Reporting

Let your analysts focus on insights, not spreadsheets.

Check out our AI templates and assistants — and start transforming your reporting today.