From Insights to Action: AI-Driven Finance with Jet Reports

A blog between The HBP Group and insightsoftware about insightsoftware’s AI capabilities within Jet Reports.

Unlock the Future of Financial Planning and Analysis with AI

Artificial intelligence (AI) is changing almost every sector, including financial planning and analysis (FP&A). Although AI capabilities recently seemed futuristic, they are now essential to staying competitive. According to insightsoftware’s Shaping the Future report, 87% of finance organisations are already adopting AI at moderate to high levels. The question is no longer if you need AI in FP&A, it’s how you can use it to the greatest effect.

For finance professionals, this is more than a technological shift. It is an opportunity to redefine how finance teams operate. AI presents a chance to move from reactive, historical reporting to proactive, strategic collaboration. Finance teams can become true partners in driving business growth.

Overcome Data Overload with AI

Modern finance teams face an overwhelming amount of data. Meanwhile, leaders demand agile insights and real-time analysis. Traditional methods like manual data consolidation, endless spreadsheets and slow reporting cannot meet the demand.

These outdated approaches create bottlenecks, leaving finance teams bogged down in data wrangling instead of driving strategy. They spend so much time gathering and cleaning data that there is little left for the analysis that informs critical decisions.

AI breaks this cycle by automating routine tasks and surfacing actionable insights. Finance teams can focus on interpreting trends and guiding businesses forward.

Amplify Finance Talent, Don’t Replace It

AI in finance is not about replacing human expertise. It is about enhancing human capabilities. The right AI tools free up time so finance teams can focus on strategy, relationship building and shaping the future of business.

Forward-thinking organisations use AI to:

• Accelerate financial close processes: Shorten financial close cycles by automating reconciliation, consolidation and variance analysis. What once took weeks now takes just days, freeing up time for strategic planning.

• Enhance forecasting accuracy: AI and machine learning detect subtle patterns in data that even the most experienced professionals might miss. This leads to more reliable forecasts and smarter data-driven decisions.

• Make real-time decisions: With AI-powered tools within Jet Reports from insightsoftware, finance leaders no longer have to wait for monthly reports. Real-time data enables instant insights, faster risk mitigation and quicker responses to market changes.

• Democratise data access: Natural language processing (NLP) allows anyone in the organisation to interact with financial data. Users with no technical background can ask questions such as, “What caused our gross margin to change last quarter?” and receive clear, actionable answers.

Jet Reports AI Assist: Transforming Financial Reporting

Bringing AI into finance workflows requires the right tools and approach. Jet Reports offers a user-friendly solution that transforms financial planning and analysis.

The insightsoftware platform simplifies financial reporting with:

• Centralised operations

• Reduced IT burdens

• Scalable, secure tools

AI-powered features like Doc Assist, Data Assist and Reports Assist make up the AI Assist suite within Jet Reports. This suite enables users to gain faster insights and make smarter decisions.

Doc Assist

Automates document creation and analysis, saving time and ensuring accuracy. Users can instantly get answers and guidance from documentation.

Data Assist

Simplifies data consolidation and analysis, giving users actionable insights that are specific to their goals. Users can ask questions in plain language and get detailed, accurate analysis.

Reports Assist

Streamlines complex reporting processes by automatically joining related tables. This feature enables finance teams to create comprehensive reports without manual SQL coding, offering real-time visibility into financial performance.

Special Offer: Reports Assist is available free until 31 December, giving your team hands-on access to the future of reporting at no upfront cost.

Intelligent Automation with Jet Reports

Jet Reports does more than automate data collection, it changes how finance teams interact with financial data. With AI-powered capabilities, the platform delivers tailored and actionable insights that finance teams need.

Imagine a world where your team does not manually monitor cash flow or reconcile data. Instead, they use that time to be proactive and provide strategic leadership. Jet Reports makes this a reality by flagging liquidity risks, recommending next steps and providing scenario-based visibility.

Jet Reports also includes natural language features that make AI accessible to everyone. Leaders across departments such as marketing, operations or executive teams can explore financial results without waiting for custom reports. This democratisation of data allows teams to collaborate and pivot with ease.

The HBP Group + Jet Reports: Partners in AI-Driven FP&A

Success with AI in finance depends on strong partnerships. That is where The HBP Group and insightsoftware come in. Together they ensure your organisation gets the most out of Jet Reports’ AI capabilities.

The HBP Group + insightsoftware Advantage

• Tailored implementation: The HBP Group customises Jet Reports to fit your unique business needs, ensuring seamless integration with your workflows.

• Comprehensive training: Your team benefits from easy-to-follow training on Jet Reports and its AI features, ensuring rapid adoption and measurable impact.

• Ongoing support: From troubleshooting to future roadmap planning, The HBP Group provides long-term support to maximise your ROI.

By partnering with The HBP Group and insightsoftware, your finance team gains the confidence and clarity to use AI as a driver of meaningful change.

The Future of Financial Planning and Analysis Is Here

AI for finance teams is not a promise for tomorrow, it is already shaping the most effective teams today. By automating routine tasks, surfacing smart insights and enabling deep financial planning, AI gives finance teams more time for the strategic work that drives business growth.

Leaders who embrace AI and Jet Reports now, with The HBP Group at their side, position themselves for a competitive advantage. If you delay adoption you risk falling behind smarter, faster and more adaptable competitors.

Do not wait to transform your financial planning and analysis. Let Jet Reports and The HBP Group show you what AI can do for your business.

Remember: Reports Assist is free until 31 December.

Watch Jet Reports AI Assist Capabilities in Action