Financial reporting with AI by Moontrize Digital
Boardroom-grade narratives generated from live data. Moontrize Digital writes the story behind your numbers — with citations back to every transaction.
Reporting that explains itself.
Most reporting work is not analysis — it is reformatting numbers into prose. Moontrize Digital closes that gap. AI Reporting reads your live data, drafts the narrative and links every claim back to the underlying transactions.
Your job is no longer to assemble the report. It is to challenge it, polish it and ship it.
Board memos
Monthly and quarterly memos drafted in your voice with editable templates.
Investor updates
Investor-grade updates with consistent KPI definitions across periods.
Operating reports
P&L, runway, OpEx and KPI summaries generated for any audience.
Regulatory packs
Audit-friendly outputs with full lineage from number to source.
AI reporting you can defend.
Citations everywhere
Every number traces back to the source transaction or KPI definition.
Editable templates
Build, fork and version templates without leaving the platform.
Comment & sign-off
Approvals captured in-line for SOC 2 evidence.
Frequently asked questions
Can we control the tone of the AI report?
Yes. Templates carry tone, length and formatting guidelines that the AI respects on every generation.
Can the report include charts?
Charts, tables and KPI tiles are first-class citizens. Drag them into the template and the AI weaves them into the narrative.
How do we handle confidential sections?
Sensitive sections can be excluded from AI generation and authored manually inside Moontrize Digital.
Let Moontrize Digital draft your next board pack.
A 30-minute walkthrough on a sandbox with your KPIs and templates.