Skillforce

AI Reporting & Analytics Administrator · Australia

The board pack is due Monday. The numbers are still in six exports.

Kai turns your own system exports into reconciled report packs, KPI sheets and exception lists—while you approve every report before anyone sees it and every decision stays yours.

Book the Reporting Load Audit Read the job boundaries
  • Human approval
  • Read-only access
  • Decisions & submissions stay with your team
WORKER / REPORTING-01 AVAILABLE FOR AUDIT
Reporting & analytics administrator

Kai

Reporting capacity for the lead who approves every pack and keeps every decision.

ON KAI'S SHIFT
07:00

Pull the scheduled exports; check row counts, dates and totals against last period

CHECK
10:00

Clean, reconcile and load the period's data into your report templates

APPROVE
15:00

Draft the KPI pack, variance notes and exception list

APPROVE
17:00

Summarise what changed, what did not reconcile and the weekly “what needs a decision” list

HANDOFF
MODE HUMAN APPROVALDISTRIBUTION ESCALATE

[ RECOGNISE THE LAG? ]

Exports pile up.
The pack is rebuilt by hand every week.

Kai is designed for the reporting layer every small organisation runs—exports, reconciliation, KPI sheets, packs and exception lists—not the judgement your leads apply to the results.

An observation, not a Skillforce promise: most of a reporting week goes on getting the data to agree with itself before anyone reads it. Kai takes that part; your own hours are the only measure here.

01

Scheduled report packs

Draft weekly and monthly packs from your templates on your cadence, with the period's data loaded and totals reconciled.

02

Data cleaning & reconciliation

Check exports for gaps, duplicates and date drift; reconcile totals across sources and list every exception.

03

KPI sheets & dashboard tables

Keep the data tables behind your KPI sheets and dashboards current in Excel, Sheets or your BI workbook.

04

Variance & exception notes

Draft the “what moved and why it might have” notes for each pack, flagged for your review rather than asserted.

05

Board, funder & regulator reports

Prepare recurring reports from your approved templates and reconciled data, ready for your sign-off and submission.

06

Report register & data dictionary

Maintain the register of who gets what, when, from where, and the definitions behind every KPI.

[ START WITH ONE LIVE REPORT ]

Choose a reporting workflow.
Define what “done” means.

Kai does not take over your reporting. Start with one bounded workflow, one named approver and one visible completion state.

WORKFLOW / 01WEEKLY PACK

Scheduled report pack

Pull the exports, reconcile the totals, load your template and draft the variance notes—released only when your approver signs off.

START
Your system exports and pack template
DONE
Pack drafted, totals reconciled, notes flagged
HUMAN
Every distribution
WORKFLOW / 02DATA HYGIENE

Cleaning and reconciliation

Check each export for gaps, duplicates and drift, reconcile across sources and hand back clean tables with an exception list for your team to action.

START
Raw exports and your reconciliation rules
DONE
Clean, reconciled tables with an exception list
HUMAN
Every correction to a source system
WORKFLOW / 03FUNDER & REGULATOR

Recurring external reports

Prepare board, funder and regulator reports from your approved templates and the period's reconciled data, so sign-off is a review, not a rebuild.

START
Your template, the deadline and the period's data
DONE
Report prepared for review
HUMAN
Every sign-off and every submission

Connects read-only to Microsoft 365 or Google Workspace (Excel, Sheets, Word, Docs, Drive), scheduled exports from your loan, sales, finance or operations systems (CSV, Excel) and your BI workbook. Core systems and BI tools are typically licence- or portal-bound, so Kai works deliverable-first: reconciled tables, KPI sheets and packs are produced in Office or Sheets and delivered for your team to load or publish. Nothing is distributed, corrected at source or submitted without your approver's release.

A managed system, not a rotating seat: audited approval boundaries and no seat handover to manage. Kai works the layer between your systems and your readers—exports, reconciliation, KPI sheets, packs and exception lists—while every interpretation, decision and submission stays with your team.

[ A JOB DESCRIPTION, NOT A PROMPT ]

What Kai can own.
What Kai must hand back.

Draft-and-approve, always. Your approver releases every report and every submission; interpretation, decisions and source-data changes stay with your team.

GREEN

Administrative work

Configured, tested and measured within one bounded workflow.

  • Pull scheduled exports and check row counts, dates and totals against the last period
  • Clean, de-duplicate and reconcile the period's data across sources
  • Load reconciled data into your report templates and maintain the tables behind your KPI sheets and dashboards
  • Draft weekly and monthly packs with variance notes and an exception list
  • Prepare board, funder and regulator reports from your approved templates
  • Maintain the report register, refresh calendar and data dictionary
  • Flag anomalies, gaps and definition conflicts for your review
  • Maintain the weekly “what needs a decision” list for your approver
AMBER

Human approval

Prepared by Kai; released or confirmed by your named approver.

  • Any report pack, KPI sheet or exception list before distribution
  • Any KPI definition, formula or template change
  • Any correction listed for a source system
  • Any board, funder or regulator report before submission
  • New or ambiguous data situations or reporting requests
  • Changes to your approved templates, wording or escalation rules
RED

Human only

Outside the worker's authority by design.

  • Reading results into decisions—lending, pricing, staffing, credit or strategy
  • Any regulator, funder or board submission
  • Writing to or changing records in any source system
  • Moving data outside the systems you have approved, or beyond the approved minimum fields
  • Access to customer-level personal or financial data beyond the approved minimum
  • Any autonomous communication with regulators, funders, customers or the board

[ MINIMUM ACCESS BEFORE AUTOMATION ]

Your data is not a demo input.

The load audit starts with your report templates, a de-identified sample export and your weekly and monthly volumes—not a customer list or a live system login. Live access follows a written map of purpose, minimum fields, human approval, retention and escalation.

Kai reads your exports, templates and workbooks through read-only connections. Your approver releases every report and every submission before anything leaves the desk.

  1. 01

    Audit without identities

    Bring report templates, a de-identified sample export and volumes. Remove names, account numbers, contact details, banking data and credentials.

  2. 02

    Map minimum access

    Consider only the exports, fields, folders and workbooks required for the approved workflow.

  3. 03

    Test synthetic cases

    Cover an export check, a reconciliation exception, a pack draft and a decision-question escalation with invented examples.

  4. 04

    Name the human owner

    Your approver releases every report and every submission, and receives every exception.

[ AN OPERATING SPECIFICATION ]

The reporting is visible.
The judgement stays human.

Turnaround is set during onboarding to match your reporting cadence and working hours. Start with one bounded workflow—weekly pack, data hygiene, or funder and regulator reports—and widen only after the pilot evidence supports it. Anything that touches a decision, a source record, a submission or customer-level data is flagged when logged and never waits in the standard queue.

Report pack
Drafted from your template, totals reconciled, ready for release
Reconciliation
Sources agreed; exceptions listed for your team
KPI sheets
Data tables current behind every sheet and dashboard
Exception list
Gaps, duplicates and definition conflicts flagged, not fixed silently
Your baseline
Reporting-admin hours returned, measured against your own figures
CONTROL / 01APPROVAL

No silent distribution

Every pack, sheet, note and submission stays in draft until your approver releases it.

CONTROL / 02DECISIONS

No judgement from Kai

Kai reports what the data says and flags what it might mean. Reading it into a decision stays with your team.

CONTROL / 03ESCALATION

Exclusions leave the queue

Decision questions, source-record changes, submissions and customer-level data leave the standard queue immediately for your approver.

CONTROL / 04MEASUREMENT

Use your own numbers

Track packs on time, exceptions found and cleared, KPI sheets current and admin hours returned against your own baseline—never a promised figure.

Capacity is scoped per workflow during onboarding, not sold as a flat seat. Kai's queue is sized to the export, pack and report volumes agreed in the load audit. If volume grows past that load, the scope is reviewed before expansion.

[ FREE REPORTING LOAD AUDIT ]

Measure your own reporting workload.

Bring your report templates, a de-identified sample export and your weekly and monthly volumes. Map the hours exposure, approval boundaries and one workflow worth testing.

Book the Reporting Load Audit No customer-level data or system login required.

[ FROM LOAD AUDIT TO CONTROLLED WORK ]

One workflow.
Proof before expansion.

STEP 1

Free load audit

Use your own export, pack and report volumes to baseline the workload and choose one workflow. No customer-level data is required.

STEP 2

Map minimum access

Define the exports, fields, folders and workbooks Kai needs, plus your approver's release rules.

STEP 3

Test synthetic cases

Exercise an export check, a reconciliation exception, a pack draft and a decision-question escalation with invented examples.

STEP 4

Run one workflow

Start in approval mode. The first useful draft batch is ready after synthetic-case testing passes and your approver is confirmed; exact timing is set during the load audit.

[ BEFORE THE AUDIT ]

Questions a careful operations lead should ask.

Does Kai replace an analyst?

No. Kai prepares bounded reporting administration: pulling, checking, reconciling and formatting. Reading the results into decisions, and every decision itself, stays with your team.

Can Kai distribute a report on his own?

No. Every report pack, KPI sheet and exception list stays in draft until your named approver releases it, and nothing is sent to a board, funder, regulator or customer without that approval.

Can Kai change our source data?

No. Kai reconciles and flags. Any correction to a source system is listed for your team to make; Kai never writes back to your loan, sales, finance or operations systems.

Does the load audit need customer-level data?

No. Start with your report templates, a de-identified sample export and your weekly and monthly volumes. Remove names, account numbers, contact details, banking data and credentials.

Will Kai work inside Power BI, Tableau or our core system?

Not autonomously. Core systems and BI tools are typically licence- or portal-bound, so Kai works deliverable-first: reconciled tables, KPI sheets and packs are produced in Excel, Sheets, Word and Docs and delivered for your team to load or publish.

Can Kai prepare regulator or funder reports?

Kai prepares them from your approved templates and the period's reconciled data. The review, sign-off and submission are always your team's; nothing is lodged by Kai.

What result do we measure?

Track packs delivered before the deadline, reconciliation exceptions found and cleared, KPI sheets current, and reporting-admin hours returned against your own baseline.

How is Kai different from your accounts receivable worker, Nora?

Kai prepares reporting from data that already exists: packs, KPI sheets, reconciliations and exception lists. Chasing overdue invoices and preparing statements belongs to Nora, and project registers and minutes belong to Vera.

What does Kai do beyond a dashboard?

A dashboard shows whatever is loaded into it. Kai works the layer before and after it: checking the exports, reconciling the totals, writing the variance notes and exception list, and keeping the report register current, so your approver can release in one pass.

[ START WITH YOUR OWN BASELINE ]

Bring the reporting load.
Keep the judgement.

Map one approval-ready reporting workflow and test whether careful administration keeps the pack, the KPI sheets and the reconciliation current without a new hire.

Book the Reporting Load Audit No generic sales demo · Direct with the founder