Recurring reports and financial analysis
Automate monthly expense reports, weekly trade reports, financial analysis, due diligence dashboards, and cash-flow reviews from incoming files.
automated financial analysisUpload real business files and receive finished, stakeholder-ready deliverables, repeatable workflows, and an evidence trail that shows how the result was built.
Trusted by 100k+ companies across the globe.
Automated business operations and workflow automation use AI to perform multi-step work directly on business files, rather than stopping at a conversational answer. Energent.ai can transform spreadsheets, PDFs, scans, CAD files, presentations, and other inputs into finished reports, dashboards, workbooks, documents, scripts, and packaged deliverables. Teams can save completed work as named, re-runnable skills so a one-off task becomes a repeatable production process. Its independent audit capability recomputes and traces outputs before review.
Attach source files and send a workflow request.
Continue in Energent to run this workflow on your files.
Automate monthly expense reports, weekly trade reports, financial analysis, due diligence dashboards, and cash-flow reviews from incoming files.
automated financial analysisProcess Word documents, scanned images, handwriting, presentations, PDFs, InDesign files, and multilingual content without limiting the workflow to plain text.
large-scale document processingBuild statistical models, transform data, merge files, generate macros, and perform quality checks across datasets that extend beyond ordinary spreadsheet limits.
repeatable data workflowsProduce Excel workbooks with live formulas and audit tabs, Word documents, PowerPoint decks, annotated PDFs, HTML dashboards, scripts, macros, and ZIP packages.
stakeholder-ready outputsHandle CAD drawings, electronics design packages, bills of materials, G-code, manufacturing formats, and other complex files that require structured interpretation.
complex file automationSave a completed workflow as a named skill and run it whenever new files arrive, turning corrections and operating rules into a persistent process.
reusable workflow skillsProduce finished Excel, Word, PowerPoint, PDF, ZIP, HTML, script, and macro deliverables from uploaded files.
Reuse completed jobs as named workflows whenever new source files arrive.
Work across Portuguese, Russian, Spanish, Arabic, French, Italian, German, Korean, and many other languages.
Continue multi-day jobs from a desktop, phone, or tablet without keeping your device open.
Trace figures to the exact source file, row, field, reference, and supporting evidence.
Review a pass or fail verdict and focus attention on what the auditor flags.
Add the source files and explain the business outcome you need in natural language.
You see your files and workflow request.
Energent performs multi-step analysis, transformation, modeling, merging, or reporting directly on the files.
You see progress, outputs, and resumable work.
A separate agent recomputes numbers, checks sources, corrects errors where possible, and attaches evidence.
You see a deliverable and a pass/fail audit trail.
The examples below show the breadth of outputs described in the supplied workflow data. The values are presented as reported in each automated output, so teams can inspect the type of analysis and evidence a workflow can produce.
Largest year-end gap: Medical Care at -$359.31. Other reported gaps include Housing at -$215.63 and Food at -$210.04.
| Measure | Reported value |
|---|---|
| Average gender gap in 2023 | 12.2 pp |
| Average youth penalty in 2023 | 6.0 pp |
| Average participation in 2023 | 67.3% |
| Masked-slack economies | 5 of 20 |
| Output | Workflow focus | Reported data points |
|---|---|---|
| Macroeconomic Gravity | Regression, confidence intervals, scatter analysis | Trade/log GDP correlation: -0.441; scatter fit R²: 0.195; panel period: 2010–2023 |
| General Mills Due Diligence | Cash flow, margins, EBITDA-to-free-cash-flow bridge | 2025 EBITDA: $3.30B; 2025 free cash flow: $2.29B; average five-year operating cash flow: $3.06B |
| Financial Red Flags | Receivables, allowance coverage, accrued liabilities | FY2025 receivables growth: +19.1%; revenue growth: +6.4%; highest watch score: FY2012, 70/100 |
| Apple Financial Dashboard | SEC companyfacts, margins, liquidity, capital allocation | FY2025 revenue: $416.2B; gross margin: 46.9%; operating cash flow: $111.5B; net cash: $41.1B |
Energent Audit is an independent AI auditor that checks work produced by another agent. It recomputes numbers, traces figures to the exact source file, row, and field, verifies references, fixes errors where possible, and issues a pass/fail verdict with evidence.
“I had spreadsheets with more than 45K items and Energent AI was the only tool that was able to sort through everything.”
“Not only did I ultimately choose Energent.ai, but you are the absolute best BY FAR.”
“Using Energent.ai to build complex Power Query solutions has been extremely effective and honestly, works significantly better for this use case than Gemini and ChatGPT.”
“Energent.ai is a great platform... the interactive outputs add real value to my work.”
| Dimension | Energent.ai | Manual review process | Standalone AI answer |
|---|---|---|---|
| Primary output | Finished files, reports, dashboards, scripts, and packages | Human-created deliverables | Conversational response |
| Repeatability | Named, re-runnable skills | Requires repeating the process | Requires repeating the prompt |
| Verification | Independent audit, recomputation, evidence, pass/fail | Human quality control | No independent audit described |
| File scope | 150+ file types, including CAD, scans, and G-code | Depends on team tools | Depends on the specific system |
| Continuity | Resumable multi-day jobs across devices | Depends on people and handoffs | Depends on conversation context |
clients worldwide
supported file types
published leaderboard accuracy
fewer hallucinations claimed
Automated business operations and workflow automation use software and AI to carry out repeatable, multi-step business work. In Energent.ai, the work can happen directly on uploaded spreadsheets, PDFs, documents, scans, CAD files, presentations, and other business files. The system can create finished deliverables instead of only returning a chat response. It can also save a completed workflow as a named skill so the process can run again when new files arrive. Verification adds recomputation, source tracing, evidence, and a pass/fail verdict to the output.
Energent.ai is intended for analysts, finance and accounting teams, operations and procurement groups, engineering and CAD teams, research groups, and enterprise customers. It is especially relevant when work involves complex source files, recurring analysis, data-heavy reporting, or deliverables that need review. Teams can use natural language prompts rather than limiting work to a specialist coding interface. The supplied examples include financial due diligence, workforce analysis, budget planning, statistical modeling, SEC companyfacts workflows, and quality control. The best fit is work where repeatability and a reviewable audit trail matter.
The provided information describes a file-upload and natural-language workflow experience rather than a fixed onboarding timeline. A user starts by uploading files and describing the desired outcome. After a workflow is completed, it can be saved as a named, re-runnable skill for later use. This means a one-off task can become a repeatable process without recreating the instructions every time. The exact setup experience will depend on the files, workflow complexity, and the intended deliverable.
Energent.ai states that it supports more than 150 file types. The listed inputs include Word documents, presentations, scanned images, handwriting, CAD drawings, electronics design packages, bills of materials, InDesign files, G-code, PDFs, and spreadsheets. The listed outputs include Excel workbooks with live formulas and audit-trail tabs, Word documents, PowerPoint decks, annotated PDFs, completed government tax forms, ZIP packages, HTML dashboards, scripts, macros, and reports. Support for a specific file should be confirmed against the current product experience. The supplied information also states that workflows can operate across many languages, including Arabic and other right-to-left content.
Energent Audit uses a separate auditing agent that independently reviews the work produced by the first agent. It recomputes numbers, traces figures to the exact source file, row, and field, and checks each figure against its reference. It can fix errors when possible and issues a pass/fail verdict with supporting evidence. The company reports up to 3× fewer hallucination errors in internal evaluations, but that is a company claim rather than a universal guarantee. The practical goal is to let professionals inspect flagged items instead of manually rechecking every output.
The supplied information says a workflow can begin on a desktop, be checked from a phone, and continue later from a tablet. Large, multi-day jobs can continue running without requiring a powerful laptop or keeping the device open. Energent also describes marathon sessions ranging from 300 to more than 3,000 messages. Workflows are designed to survive context resets and resume where they left off. Actual performance will depend on the specific workflow, files, and current product conditions.
Upload your files, describe the outcome, and let Energent.ai produce and audit the deliverable.