Assistant · Business Reporting

Business Reporting Assistant

Improve visibility across revenue, operations and business performance.

Practical AI for leadership teams — delivered inside Microsoft Teams. Turn the data already sitting across your business into clear, trusted reporting.

Practical AIInside Microsoft TeamsReal workflow
GeckoAi · Inside Teams
Revenue. Operations. Performance.
One trusted view. Ready for leadership.
KPI dashboard
Project summaries
Margin and pipeline view
Forecasting
Outcomes

What the Business Reporting Assistant delivers.

Clearer leadership visibility

One trusted view of business performance for the people making decisions.

Faster reporting cycles

Cut the time spent producing and reconciling leadership reports.

Better operational decisions

Connect financial, project and operational data into a single picture.

Stronger forecasting

Move from backward-looking reporting to forward-looking insight.

The opportunity

The data already exists. Leadership reporting is still slow.

Project businesses already capture financial, project and operational data across multiple systems. The challenge isn't more data — it's pulling it together into a clear, trusted view of how the business is performing.

Reporting cycles take too long. Numbers don't always reconcile. Leaders rely on a patchwork of spreadsheets, decks and dashboards to make decisions.

The Business Reporting Assistant brings reporting into one place — aligned to how your business measures performance, and delivered where your leaders already work.

How it works

Three steps. One reporting workflow.

01

Connect to existing systems

Bring data from the tools your business already uses — without replacing them.

02

Standardise reporting and KPIs

Align definitions, metrics and reporting structure across the business.

03

Deliver leadership reports inside Teams

Reports, summaries and dashboards ready where your leaders already work.

Configured to your business.
Delivered inside Microsoft Teams.

Every GeckoAi assistant is aligned to your workflows, terminology and business requirements — helping teams realise value faster without introducing another platform.

Aligned to your workflows
Aligned to your terminology
Delivered inside Microsoft Teams
Built on trusted foundations
Australian Data Options
Microsoft Security Controls
Responsible AI Principles
What's included

What's included in the Foundation deployment

Everything required to get your team using the Business Reporting Assistant in production — configured, connected and supported.

Assistant configured to your workflows
Delivered inside Microsoft Teams
Microsoft 365 integration
User onboarding
Ongoing updates
Support and maintenance
Maturity Progression

Start with Foundation. Expand when ready.

Most clients start with Foundation. Integrated and Strategic options are available once the core reporting workflow is proven.

Start here

Foundation

Core Reporting Assistant

The Business Reporting Assistant configured to your business. Live in weeks. Practical, fast to deploy, low risk.

Configuration

From $15,000 + GST

Ongoing

From $1,250 + GST /month

  • Leadership Reporting
  • KPI Dashboards
  • Project Summaries
Start with Foundation
Integrated

Cross-Functional Business Intelligence

Connect reporting across systems, teams and assistants. Extend value beyond the core leadership reporting workflow.

Pricing on application
  • Financial Visibility
  • Margin Analysis
  • Resource Utilisation
  • Operational Performance
  • Pipeline Visibility
  • Revenue Forecasting
Strategic

Enterprise Business Intelligence

Predictive analytics, portfolio intelligence and executive decision support across the enterprise.

Custom pricing
  • Predictive Analytics
  • Portfolio Intelligence
  • Executive Decision Support
  • Enterprise-Wide Reporting
  • Growth & Performance Analytics
Who uses it

Who the Business Reporting Assistant is built for.

Executive, commercial and operational leaders in project-based businesses who need a clearer view of how the business is performing.

Managing DirectorsGeneral ManagersCFOsOperations DirectorsCommercial ManagersPMO LeadsBusiness Development ManagersExecutive Leadership

See the Business Reporting Assistant in action.

A 30-minute walkthrough using your business, your reporting and your workflow.