Automate the repeat
Pull the same report from Excel, ERP, 1C, PDFs, and internal notes without rebuilding the deck every cycle.
Private AI for recurring enterprise reporting
Turnrecurringreportsintotheoperatingmemoryofyourcompany.
YDeck starts by automating recurring management reports and gradually builds the evidence, source links, decision memory, and risk checks needed for a private company brain.
Today the agent drafts recurring reports for human approval. Over time it learns the rules behind those reports, links every fact back to source material, and keeps prior decisions in company memory.
YDeck Private Reporting Agent
Design-partner pilot
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Monthly report pack.pptxExcel + ERP export.xlsxApproval notes.txtCorporate Template.pptx
Monthly management report
Pilot example, reviewed before reuse
01
02
03
04Draft report preparedPPTX output beta
1Source pack loaded
2Rules learned
3Fact-to-source links
Recurring reporting is a memory problem, not a slide problem.
YDeck captures the repeated method behind monthly reporting.
Link facts to sources
Attach numbers, comments, and changes back to the exact file, table, or approved input they came from.
Keep decision memory
Remember prior approvals, threshold exceptions, and recurring risks so the next report starts from what the company already knows.
The outcome is not a one-off deck generator. It is reusable company reporting memory that gets sharper every cycle.
How YDeck learns a reporting rule.
Skills Studio studies past report packs, source data, templates, and review comments, then turns the repeated pattern into a reusable reporting skill with human approval at every important step.
01
Collect the recurring pack
Bring previous decks, Excel exports, ERP extracts, charts, commentary, and the corporate template.
02
Extract rules and evidence
YDeck identifies mandatory inputs, calculations, thresholds, narrative patterns, and which facts need a source link.
03
Check the draft
A reporting owner confirms mappings, missing evidence, and any inconsistency or risk before anything is reused.
04
Store approved memory
The reviewed logic becomes company memory: reusable, versioned, and ready for the next cycle.
05
Run the next report
New-period data is validated, exceptions are flagged, and the report is prepared for approval.
Initial pilots: mining, industrial operations, finance, and board reporting.
Monthly operations review
Production, plan-versus-actual, site issues, downtime, and management commentary.
Industrial performance pack
Output, variance, equipment status, and the source trail behind every number.
Safety and incident reporting
Safety summaries, incident follow-up, corrective actions, and approval history.
Monthly financial pack
P&L review, cash flow, variance commentary, and the decision history behind the narrative.
Risk and exception digest
Balances, aging, branch differences, exceptions, and source-backed commentary.
Board reporting pack
Executive reporting that stays editable, reviewed, and consistent across cycles.
Private execution, evidence, and human approval stay separate.
YDeck uses the Desktop beta foundation for private or local generation where supported. The current pilot work is around fact-to-source linking, memory for approved decisions, and report consistency, not autonomous publishing.
Available foundation: Desktop beta, local generation, BYOK support, and editable PPTX output
Pilot work: source links, decision memory, and inconsistency checks for recurring reports
Human control: YDeck drafts the report; authorized employees approve the final version
Long-term vision: a private company brain for situation intelligence across the business
Report pack
Source data
KPI rules
Skill draft
PPTX beta
PDF planned
Recurring report patterns.
Examples from the public report-template API show the kinds of report cycles YDeck can study for pilots. They are workflow references, not public executable skills.
Showing approved fallback examples while the public catalog is unavailable.
In validationPilot inquiry onlyOperations review
Monthly Operations Review
Recurring production, downtime, safety, and site-performance reporting example.
Inputs: Production export, Downtime log, Safety file
PPTX — betaPDF — planned
Request audit
In validationPilot inquiry onlyPlan versus actual
Production Plan Versus Actual
Variance-reporting example for planned output, actuals, and warning rules.
Inputs: Plan data, Actual output, Variance rules
PPTX — prototypePDF — planned
Apply as a Design Partner
ConceptPilot inquiry onlyEquipment downtime
Equipment Downtime Report
Discovery example for downtime causes, lost hours, and corrective actions.
Inputs: Downtime log, Cause codes, Action register
PPTX — prototypePDF — planned
Request audit
In validationPilot inquiry onlyManagement reporting
Monthly Financial Management Report
Recurring P&L, cash-flow, budget-actual, and commentary reporting example.
Inputs: P&L export, Cash-flow file, Budget actuals
PPTX — betaPDF — planned
Request audit
ConceptPilot inquiry onlySafety reporting
Safety and Incident Report
Discovery example for incident summaries, follow-up actions, and review notes.
Inputs: Incident log, Safety metrics, Action notes
PPTX — prototypePDF — planned
Apply as a Design Partner
Design partner pilotPilot inquiry onlyBoard reporting
Executive Board Pack
Pilot example for executive packs that need editable PPTX and controlled PDF direction.
Inputs: Executive KPIs, Finance exports, Review comments
PPTX — betaPDF — prototype
Contact salesIn validationPilot inquiry onlyOperations review
Monthly Operations Review
Recurring production, downtime, safety, and site-performance reporting example.
Inputs: Production export, Downtime log, Safety file
PPTX — betaPDF — planned
Request auditIn validationPilot inquiry onlyPlan versus actual
Production Plan Versus Actual
Variance-reporting example for planned output, actuals, and warning rules.
Inputs: Plan data, Actual output, Variance rules
PPTX — prototypePDF — planned
Apply as a Design PartnerConceptPilot inquiry onlyEquipment downtime
Equipment Downtime Report
Discovery example for downtime causes, lost hours, and corrective actions.
Inputs: Downtime log, Cause codes, Action register
PPTX — prototypePDF — planned
Request auditIn validationPilot inquiry onlyManagement reporting
Monthly Financial Management Report
Recurring P&L, cash-flow, budget-actual, and commentary reporting example.
Inputs: P&L export, Cash-flow file, Budget actuals
PPTX — betaPDF — planned
Request auditConceptPilot inquiry onlySafety reporting
Safety and Incident Report
Discovery example for incident summaries, follow-up actions, and review notes.
Inputs: Incident log, Safety metrics, Action notes
PPTX — prototypePDF — planned
Apply as a Design PartnerDesign partner pilotPilot inquiry onlyBoard reporting
Executive Board Pack
Pilot example for executive packs that need editable PPTX and controlled PDF direction.
Inputs: Executive KPIs, Finance exports, Review comments
PPTX — betaPDF — prototype
Contact salesDesign-partner pilot
Show us the report your team rebuilds every month.
YDeck is looking for teams with real recurring reports, historical packs, source data, and reviewers who can help turn that process into company memory.
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