Reports & Exports

Reports, the Ledger, monthly closing, Business Central, and AI assistants that read your books.

5 articles

• ReportsReports summarise invoice or bank transaction data by category over any period. You can build a custom P&L, a cash-flow summary or any other view that makes sense for a client, break it down by one of your own category…
• LedgerThe Ledger is where you answer a question with your data: every expense in EUR last quarter, every transaction on one bank account in March, every invoice from one supplier this year. It browses your invoices and bank…
• Monthly ClosingClosing is where you check a client's month and sign it off. AIFT runs sixteen checks on the month, you tick your own manual checklist, and when nothing blocking is left you close the month. Closing freezes a snapshot…
• Business CentralAI Finance Team connects to Microsoft Dynamics 365 Business Central: it pairs your companies with the ones in Business Central, copies their master data, and can create your partners there as vendor cards.
• AI Assistants (MCP)AI Finance Team has a built-in MCP server, a standard interface that lets AI assistants such as Claude, Mistral Vibe or ChatGPT read your bookkeeping data, and with your permission change it. It is the same product,…