What a useful report contains
Profit and loss against last month, last year and budget; cash position and the next weeks' expected inflows and outflows; overdue receivables by customer; and three to five sentences on what changed and why. AI is good at writing that commentary from the numbers, which is the part people usually skip.
Ask your numbers questions
With the ledger connected, managers can ask questions such as 'what did we spend on marketing last quarter' or 'which customers pay slowest' and get answers in seconds. Make sure answers are checked against the source for anything important, and that access respects who should see which figures.