Enterprise reporting, meet AI
ConnectReport's AI integration allows AI agents to configure, generate, and deliver reports through natural language — with deterministic output from your existing data sources. AI handles the setup. ConnectReport's proven reporting engine handles the rest.
Trusted by some of the world's most ambitious data teams
150,000+
Reports in production
1M+
Generated and delivered
25%
Of the Fortune 500 reached
Stop wasting hours fixing AI outputs
AI agents can draft documents, write code, and analyze text. But ask one to generate a financial report and things break down. Numbers may look plausible. They might even be close. But a model can always make mistakes. People in data roles already average five hours every week fixing AI outputs, with 44% spending five or more hours on corrections.
For reporting, "close" isn't good enough. Your stakeholders need 100% confidence in the reports you deliver to them.
ConnectReport's AI integration separates what AI is good at — understanding what you need and configuring it fast — from what it can't do: consistently produce accurate reports. You set up reports through natural language and guide AI through the setup at every step. From there, ConnectReport generates reports using its proven reporting engine by pulling data from your connected sources and delivers deterministic output, every time.
AI-generated reports vs. AI-configured reports
Data accuracy
AI-generated report
ConnectReport + AI
Reproducibility
AI-generated report
ConnectReport + AI
Data connectivity
AI-generated report
ConnectReport + AI
Scheduling
AI-generated report
ConnectReport + AI
Auditability
AI-generated report
ConnectReport + AI
Editability
AI-generated report
ConnectReport + AI
Access control
AI-generated report
ConnectReport + AI
| AI-generated report | ConnectReport + AI | |
|---|---|---|
| Data accuracy | Numbers pass through the AI model — risk of hallucination or approximation | Your data is only touched by the ConnectReport reporting engine |
| Reproducibility | Different output each time you ask | Same template, same output, deterministic every run |
| Data connectivity | Ad hoc connections — CSV uploads, one-off setups, no central layer | Centralized, proven connection layer across Snowflake, BigQuery, Databricks, and more |
| Scheduling | Can't be scheduled or reused | Configure once, schedule for automated delivery |
| Auditability | No record of what was queried or delivered | Full audit trail — every report configuration, generation, and delivery |
| Editability | Output disappears after the conversation | Templates persist — view, edit, rerun, share |
| Access control | No governance over what data the agent accesses | Same role-based permissions as human users |
Key Capabilities
What ConnectReport's AI integration enables
Configure complex reports in minutes, not hours
Describe what data you need, how it should be grouped, who should receive it — in plain language. Your AI agent translates that into a fully configured report template: data sources, fields, filters, formatting, bursting logic. What used to take hours of point-and-click setup takes a single conversation.
Deterministic output from your data
Every report ConnectReport generates is template-driven. The data comes directly from your connected sources — Snowflake, BigQuery, Databricks, and more. No AI-hallucinated calculations. No approximations. The same template produces the same output every time, against the latest data.
Run it once. Run it again next quarter.
AI-generated content is ephemeral — ask the same question tomorrow and you get a different answer. ConnectReport templates are persistent. Configure a report today, schedule it for monthly delivery, and it runs identically every cycle. Same structure, same logic, fresh data.
View and edit everything the AI creates
Every template an AI agent creates is a standard ConnectReport template. Open it in the Excel add-in to adjust formatting, add columns, change bursting logic, or refine filters. AI accelerates the setup; you keep full control.
How It Works
From natural language to delivered report
Describe what you need
Tell your AI agent what report you want: "Monthly sales by region for each account manager, delivered every first Monday." The agent connects to ConnectReport, explores your available data sources, and walks you through the setup — one decision at a time.
Review and confirm
The agent shows you exactly which data sources, fields, and filters will be used. Preview sample data before generating anything. You approve every decision — the AI configures, you confirm.
Generate, schedule, deliver
ConnectReport generates the report from your data, applies the template formatting, and delivers to your recipients. Schedule it to run on any cadence or scale one template to thousands of outputs.
Platform Compatibility
Works with the AI platforms you already use
ConnectReport's AI integration works with any MCP-compatible AI platform. Connect once — your AI agent can browse your data sources, build templates, schedule delivery, and monitor reports, all through conversation.
ChatGPT
Connect via ChatGPT app settings. OAuth authentication.
Claude
Add as a custom connector in Claude settings.
Any MCP-compatible platform
Standard MCP protocol with OAuth authentication.
The Model Context Protocol (MCP) is an open standard backed by Anthropic, OpenAI, Google, and Microsoft — rapidly becoming the default integration layer for enterprise AI.
Governance & Audit
Leverage AI in your reporting pipeline while maintaining data governance
When AI agents query data directly, you get no record of what was accessed, no control over what was returned, and no way to reproduce the output. ConnectReport changes that.
Every AI-initiated report runs through a governed pipeline.
Permission-scoped access
The AI agent can only access data sources, datasets, and fields that the authenticated user has permission to use. Same role-based access control. No escalation. No side-channel queries.
Full operations visibility
Every report the AI agent creates, generates, or delivers appears in your reporting operations dashboard. Track status, review configurations, and investigate failures.
Auditable query trail
Know exactly what was configured, which data sources were used, and who received the output. Every AI-configured report is traceable from configuration through delivery.
Reproducible by design
Because output is template-driven, you can rerun any AI-configured report and verify the results independently. The template is the spec. The data source is the truth.
Use Cases
How teams use AI-driven reporting
Generate my quarterly board deck
Describe the report once. Your AI agent connects to three data sources, selects the right fields across 12 sheets, applies the formatting, and generates the template. Next quarter, the same report runs automatically with fresh data.
Set up sales reports for every region
Instead of manually configuring bursting logic for 50 regions, describe what you need. The AI agent configures dynamic filters and recipients. ConnectReport bursts the report — one template, 50 personalized deliverables.
Show me what's in this data source
Explore your connected data sources through natural language. Browse available datasets, preview fields and sample data, and understand what's available before building anything.
Build the report, I'll refine it in Excel
Your AI agent creates the initial template — fields, filters, group logic — in a single conversation. Open it in the ConnectReport Excel add-in to adjust formatting, add columns, or fine-tune. AI-driven speed, human-level precision.
Trust & Security
Enterprise-grade security for AI-driven reporting
AI authentication
AI agents authenticate via OAuth — same identity infrastructure as human users
Role-based access control
AI agents are scoped to the same permissions as the authenticated user
Audit trail
Every AI-configured report is logged — configuration, execution, delivery
Security standards
Built to SOC 2 Type II and ISO 27001 standards
Deployment options
Cloud multi-tenant or single-process on-premise
Encrypted credentials
Data source credentials encrypted at rest
Common questions
See AI-driven reporting in action
We'll walk you through how ConnectReport's AI integration works with your AI platform and your data — typically 30 minutes, no commitment required.
SOC 2 Type II · ISO 27001 · SSO · On-premise or cloud