How a mid-market CAS firm cuts reporting prep time by 75%

Advisors are drowning in monthly reporting work because every pack requires narrative commentary that connects ledger variances to real business drivers. When this is done manually, it becomes the most expensive and least scalable part of a CAS workflow.

We deployed a reporting agent that detects fluctuations across the finalized month ledger and generates a first draft of professional narrative variance analysis. The firm cut report preparation time by 75% across 80 client packages, with senior staff reviewing and finalizing.

Before automation, analysts manually downloaded general ledgers, compared variances across months, and then wrote commentary line by line for every client package. The work was repetitive, yet required senior context to explain why something changed and what the client should do next.

As the client base grew, report drafting threatened to consume the firm’s most experienced staff each month.

We deployed an agent that detects fluctuations across the finalized month ledger and generates an initial draft of narrative variance analysis. It produces professional commentary that explains what changed and why it matters, ready for senior review.

Advisors review and finalize instead of starting from scratch, allowing the same reporting standard to scale across the client base.

Instead of spending days drafting narrative commentary, senior staff review AI-generated drafts and spend their time on high-value client conversations. Reporting becomes consistent, scalable, and easier to deliver across the entire book of business.