Skip navigation

AI Analyst for Business Intelligence

Meet Roger, your AI analyst built for business intelligence

ai-analyst

Meet Roger, your AI analyst built for business intelligence

Roger is Advise’s built-in AI analyst, working directly with your real business data — inside your reports.

He helps you understand performance, identify risks, and plan ahead. And unlike typical AI tools, Roger can also build and refine your reports as he works, making him a natural partner for every manager.

Roger doesn’t replace your reports.
He understands them, and helps you get more value out of every number.

Full business context

An AI analyst with full business context

Most AI tools answer questions in isolation.
Roger works with full context.

He understands:
 • your connected data
 • your report structure
 • your categories and calculations
 • your filters, periods, and comparisons

That means every answer is grounded in your actual numbers and reporting logic — not generic assumptions or disconnected queries.

Real understanding

From reports to real understanding

Roger reads your reports the same way an experienced financial analyst would.

Ask Roger to:
 • explain why performance changed
 • compare periods, budgets, or business units
 • highlight unusual movements or red flags
 • summarise results in clear, plain language

Instead of digging through tables and dashboards, you get explanations you can act on.

shape

Analyse performance in seconds

Roger helps answer the questions managers ask every day:
 • Why is margin down this month?
 • How are we performing against budget?
 • Which department is driving cost increases?
 • What changed compared to last year?
 • Are there early warning signs I should look at?

Roger analyses the underlying data — not just totals — and explains the drivers behind the numbers.

shape

Built for comparison and context

Roger understands time, structure, and scale.

He can:
 • compare months, quarters, and years
 • analyse budget vs actual performance
 • review trends across trailing 12 months
 • evaluate performance by outlet, department, project, or any dimension you use

Because he works inside Advise, comparisons always follow your reporting logic.

shape

More than analysis: Roger can build your reports

This is where Roger goes beyond a chatbot.

Roger doesn’t just explain your numbers — he can apply real changes to your reports, the same way an experienced user would.

Build complete reports with a single prompt!

Describe the report you want in plain language, and Roger builds it directly inside Advise.

He:
 • categorises unsorted accounts
 • structures the table
 • adds totals and calculations
 • delivers a clean, manager-ready report based on best practice

This isn’t a template or a suggestion.
Roger applies real changes to your report structure — only faster.

Roger can:
 • create new reports from scratch
 • review and improve existing report setups
 • fix structural issues and calculation errors
 • apply changes instantly, or work step by step with you

What normally takes hours of manual setup becomes a single prompt.

See Roger build a report from scratch

Watch Roger create a complete Profit & Loss report from a single prompt — inside Advise.
Built in AI

A natural part of Advise

Roger is available directly inside your reports and dashboards.
There’s no separate tool, no context switching, and no extra setup.

He works where decisions happen.

Try Roger on your own data

The best way to understand Roger is to use him inside your own reports.
Start a free trial — no credit card required — and see how Roger helps you analyse performance, build better reports, and turn questions into action in minutes.
Get a demo Start free trial