Annual reports, management accounts, market studies and due-diligence packs all contain the same thing: a handful of numbers that matter, buried in dozens of pages that support them. AI Analyst finds them and builds the dashboard you would otherwise spend an afternoon assembling in Excel.
Upload a report and the tool extracts key performance indicators with their trends, reconstructs the underlying tables, identifies risks and their severity, and proposes concrete actions — rendered as an interactive dashboard with real charts.
The whole analysis exports as a native, editable PowerPoint deck: real chart objects, real tables, real text boxes you can re-theme and drop into your own board pack, not a stack of screenshots.
How to use AI Analyst
- 1Upload the report or financial document you need analysed.
- 2Run the analysis and wait while the document is read end to end.
- 3Review the KPI cards, charts and extracted tables in the dashboard.
- 4Read the risk register and recommended actions.
- 5Export to PowerPoint for a fully editable deck.
What the analysis extracts
Headline metrics with period-over-period direction, the tables those metrics come from, narrative risks with a severity rating, and recommended actions tied to the findings. Each item is derived from the document rather than from general knowledge about the industry.
Why PowerPoint rather than PDF
A screenshot export is useless the moment someone asks you to change a chart colour or drop a slide. The PowerPoint export writes native objects — editable charts backed by their data, real tables, real text — so the deck becomes a starting point rather than a dead end.
Verify before you present
Extraction from a complex financial report is inference, and inference can be wrong. Reconcile the headline figures against the source document before a number appears in front of a board. The tool is there to save you the assembly work, not the responsibility.
Supported formats, limits and things to know
- Requires a text layer — OCR scanned reports first.
- Charts are rebuilt from extracted numbers, not from the report's own graphics.
- Best suited to structured business and financial documents; free-form prose yields thinner dashboards.
- Premium feature. Signed-in users get three free Premium uses per month.
AI Analyst — frequently asked questions
What kind of documents work best?
Structured business documents — annual reports, management accounts, market research, due-diligence packs — where figures and tables are present.
Is the PowerPoint export editable?
Fully. It contains native charts, tables and text boxes, not images, so you can re-theme it and reuse individual slides.
Can I analyse a scanned report?
Run OCR PDF on it first so the text is machine-readable, then analyse.
How accurate are the extracted numbers?
Generally high on well-structured documents, but always reconcile headline figures against the source before presenting them.
Do I need a subscription?
It is a Premium tool, but signed-in users get three free Premium uses per month across the Premium toolset.