AI for business reports and spreadsheets
The agent pulls a report together from 1C, CRM and marketplaces, works out revenue, margin and conversion, and hands you the table before the meeting.
Scenarios for this job
Every scenario is a ready brief for the agent: the steps, the connected systems and the output. Open one and run it on your own data.
The agent builds a weekly cash-flow report — inflows, outflows and balances — and delivers it on schedule without reminders.
The agent builds a revenue dashboard by sales channel and refreshes it every Monday — no manual exports or pivot tables.
The agent merges sales from 1C, CRM and marketplaces into a single table, matched by product and period — no manual copy-paste.
The agent calculates margin by product over the last weeks, finds anomalous swings and explains the causes: fees, discounts, cost changes.
The agent compares this month with last by revenue, orders and average check, and shows which categories grew and which dropped.
The agent gathers spend and results across all ad channels for the week, calculates ROMI and writes conclusions — the report is meeting-ready.
The agent merges leads and spend across channels, calculates CPL and builds a clear dashboard for the standup — no manual pivots.
The agent builds a weighted pipeline forecast through month-end from CRM data: deal amounts, stage probabilities and expected revenue.
The agent compiles a weekly sales summary on schedule: deals, revenue, conversions and laggards — delivered in time for the meeting.
The agent builds a cash flow statement from 1C and your bank feed: receipts, payments and the closing balance broken down by item and account.
The agent calculates receivables turnover and days sales outstanding per counterparty, tracks the trend month by month and names who slows the money down.
The agent takes an export from 1C or your CRM and builds a dashboard in Excel or Google Sheets: revenue, orders and margin charts, refreshed on schedule.
A report is not a button, it is an assembly job. Revenue sits in 1C, deals sit in Bitrix24 or amoCRM, sales and platform deductions sit in the Wildberries and Ozon back offices, ad spend sits in Yandex Direct, cash sits in the bank statement. To produce one line — how much did we make last week — you pull four or five systems, align them to the same periods and the same product catalogue, then explain why the number disagrees with accounting. By next Monday the whole thing starts over. This cluster holds nine scenarios, from a morning cash digest to a quarterly pipeline picture and a leads-and-CPL dashboard.
Today a person does that in Excel: one export per source, one tab per export, lookups on SKU codes, manual repair of the rows where product names drifted apart. An hour or two a week for a recurring digest is the optimistic estimate; a monthly channel report eats a working day. The time is not the expensive part. The expensive part is that the report lands after the decision was made, and everyone who edited it keeps a copy, so the meeting opens with an argument about whose version is current. Then come the follow-up questions, answered by hand out of the raw exports.
The agent runs the same assembly on a schedule. It reads 1C over OData, Bitrix24 and amoCRM, MoySklad, the Wildberries and Ozon back offices, Yandex Direct and Metrica and your bank statement, aligns everything by period and product, computes revenue, margin, ad share, CPL and conversion, then writes the result into Google Sheets or sends a short digest to Telegram. You describe the rules once, in plain words. One-off questions work the same way: ask it to compare margin by category against last quarter and it builds a slice no template ever had. The boundary is firm — the agent reads what already exists in your systems, changes nothing in them and does not replace management accounting. Discrepancies get shown and explained, not smoothed over; which number is right stays your call.
Common questions
Where does the agent get the data for a report?
From whatever you connect: 1C over OData, Bitrix24 and amoCRM, MoySklad, the Wildberries and Ozon back offices, Yandex Direct and Metrica, bank statements and Google Sheets. It reads them through their APIs, so nobody exports files by hand.
How is an AI agent different from a BI dashboard?
A dashboard shows the slices someone modelled in advance. You ask the agent in plain words and it assembles a cut that was never in the dashboard, right in the chat. Anything you need regularly then goes on a schedule and arrives on its own.
Does the report refresh itself?
Yes. Any scenario can run on a schedule — every morning, every Monday, or on the first day of the month. The agent rebuilds the report on fresh data, appends a sheet in Google Sheets and drops a short summary into Telegram. Nothing to launch by hand.
What if 1C and the marketplace back office disagree?
The agent shows the gap and names the cause: different revenue recognition periods, orders never bought out, platform commissions and deductions. It never bends one number to match the other — it puts both side by side and lets a person decide.