NETPROCESS

Reporting & AI

Dashboards and assisted summaries with defined sources and validation rules.

Indicator definitions and source mapping

Checked dashboards and permissions

Review rules for assisted summaries

From requirements to everyday work

Define the decisions and indicators

Choose the questions the dashboard must answer. Agree on definitions, calculation rules, data owners and update frequency.

Check sources before presenting figures

Reconcile indicators with source transactions and control access. Clearly distinguish actual figures from forecasts or AI-generated interpretations.

Add assistance with human review

Use bounded summaries and explanations where they help. Keep source references, review uncertain output and never substitute generated text for validated financial data.

Explore further

Your first questions.

Choose the right version together.

The choice depends on your needs, modules and constraints. Odoo 20 is an option to assess after compatibility checks.

Do we need to replace all our tools?

The consultation identifies tools to keep, integrations to plan and processes to prioritise. The proposal defines scope and responsibilities.