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.
Design partner pilotPilot inquiry onlyoperations
Monthly Mining Operations Review
A monthly management report concept combining production, plan-versus-actual, equipment downtime, and safety signals.
Inputs: Production exports, Plan data, Equipment downtime
PPTX — betaPDF — planned
Apply as a Design Partner
Validation workflowPilot inquiry onlyproduction
Production Plan-versus-Actual
A validation workflow for comparing production plan, actual output, variance, bottlenecks, and corrective actions.
Inputs: Production plan, Actual output, Variance table
PPTX — prototypePDF — planned
Request audit
Design partner pilotPilot inquiry onlymaintenance
Equipment Downtime Report
A pilot report pack for planned downtime, unplanned downtime, affected equipment, causes, production impact, and actions.
Inputs: Planned downtime, Unplanned downtime, Affected equipment
PPTX — betaPDF — planned
Apply as a Design Partner
ConceptPilot inquiry onlyfinance
Monthly Financial Management Review
A concept report for P&L, cash flow, budget versus actual, costs, receivables, payables, and management commentary.
Inputs: P&L, Cash flow, Budget versus actual
PPTX — plannedPDF — planned
Request audit
Validation workflowPilot inquiry onlysafety
Safety and Incident Report
A validation workflow for incidents, severity, near misses, corrective actions, responsible owners, and status.
Inputs: Incidents, Severity, Near misses
PPTX — prototypePDF — planned
Request audit
BetaPilot inquiry onlyexecutive
Executive or Board Report Pack
A beta reporting pack for executive summary, KPI scorecard, operations, finance, risks, decisions required, and action items.
Inputs: KPI scorecard, Operations update, Finance update
PPTX — betaPDF — planned
Contact salesDesign partner pilotPilot inquiry onlyoperations
Monthly Mining Operations Review
A monthly management report concept combining production, plan-versus-actual, equipment downtime, and safety signals.
Inputs: Production exports, Plan data, Equipment downtime
PPTX — betaPDF — planned
Apply as a Design PartnerValidation workflowPilot inquiry onlyproduction
Production Plan-versus-Actual
A validation workflow for comparing production plan, actual output, variance, bottlenecks, and corrective actions.
Inputs: Production plan, Actual output, Variance table
PPTX — prototypePDF — planned
Request auditDesign partner pilotPilot inquiry onlymaintenance
Equipment Downtime Report
A pilot report pack for planned downtime, unplanned downtime, affected equipment, causes, production impact, and actions.
Inputs: Planned downtime, Unplanned downtime, Affected equipment
PPTX — betaPDF — planned
Apply as a Design PartnerConceptPilot inquiry onlyfinance
Monthly Financial Management Review
A concept report for P&L, cash flow, budget versus actual, costs, receivables, payables, and management commentary.
Inputs: P&L, Cash flow, Budget versus actual
PPTX — plannedPDF — planned
Request auditValidation workflowPilot inquiry onlysafety
Safety and Incident Report
A validation workflow for incidents, severity, near misses, corrective actions, responsible owners, and status.
Inputs: Incidents, Severity, Near misses
PPTX — prototypePDF — planned
Request auditBetaPilot inquiry onlyexecutive
Executive or Board Report Pack
A beta reporting pack for executive summary, KPI scorecard, operations, finance, risks, decisions required, and action items.
Inputs: KPI scorecard, Operations update, Finance update
PPTX — betaPDF — planned
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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