Report Builder · AI client reporting

Client reports your clients
actually read.

Drop in a spreadsheet and Parity AI analyses every row, writes a client-ready report — the charts, the numbers, and a plain-English story of what happened and what's next — then checks every figure against your data before you see it.

Build a report — freeView a sample report
Every number checked against your data
No integrations to set up
Export a client-ready PDF
Open the full sample report
The part that isn't AI

Every number traces back to a row in your file.

Each figure in the report is tied to the query that produced it. Before you see the report, a deterministic checker recomputes every one from your data — anything that doesn't match is fixed or flagged for review.

1Figure in the report
2Recomputed from source
SUM(revenue)
WHERE year = 2025
rows used2,573
recomputed1,134,274.70
shown$1,134,275
Verified · Exact match
3Rows in retail-sales.csv
Sample rows from the source file; rows used for 2025 revenue are highlighted
order_datechannelrevenuecost
2024-11-17Retail store267.00122.93
2024-11-06Wholesale2352.001278.23
2025-11-28Wholesale1495.20832.93
2025-11-08Online55.0024.10
2025-11-17Wholesale396.00233.02
2025-11-05Online267.00133.33
2025-11-18Wholesale684.00382.73
2025-12-05Retail store1920.00928.59
… 4,443 more rows

Real figures from our sample retail dataset. Click a figure to trace it.

How it works

From spreadsheet to client report, in one prompt.

No integrations to connect and no dashboards to build. Three steps, about a minute.

01

Drop in a spreadsheet

CSV or Excel, as messy as it comes. Parity reads every row and works out what each column means.

02

Ask in plain English

Say what the client cares about — growth, margins, where to invest. No formulas, no setup.

03

Get a verified report

Charts, KPIs and a written story, with every figure checked against your data. Export to PDF.

Build a report — free
Editable by prompt

Change anything with a sentence.

“Make it quarterly.” “Split it by channel.” Parity rewrites the chart, re-runs the numbers and re-checks them — and every change is saved as a version you can step back to.

Click a version to pause on it.

Chat

Here's monthly revenue for 2025 — the Nov peak is highlighted.
Show it by quarter instead
✓ Updated to v2 — numbers re-checked.
Split each quarter by channel
✓ Updated to v3 — numbers re-checked.

Quarterly revenue by channel, 2025

retail-sales.csv · Total $1.13M

v3
WholesaleOnlineRetail store
$0$100k$200k$300k$400k$178kQ1$319kQ2$330kQ3$307kQ4JanMarMayJulSepNovNov · $127.7k
The story, not just charts

It reads your data the way an analyst would.

Every chart comes marked up with what moved and why it matters, and the report opens with the takeaways — so your client gets it without a call.

Monthly revenue, 2025 vs 2024

20252024
$0$35k$70k$105k$140kJanFebMarAprMayJunJulAugSepOctNovDecSummer high$124.2k in AugustOctober dip$64.2k, down 48% from AugustNovember record$127.7k, nearly double October
Monthly revenue by year
Month20252024
Jan$54.3k$33.8k
Feb$43.5k$43.3k
Mar$80.3k$58.7k
Apr$93.3k$88.2k
May$112.3k$73.7k
Jun$113.6k$101.4k
Jul$116.7k$87.0k
Aug$124.2k$75.2k
Sep$89.4k$86.0k
Oct$64.2k$63.2k
Nov$127.7k$103.1k
Dec$114.8k$61.2k

What changed

Revenue rose 29.7% to $1.13M. Every region grew, led by North at +39.3%.

Why it matters

Wholesale is 54% of revenue but has the lowest margin — 42.5%, against about 53% online and in-store.

What’s next

Textiles grew fastest, +53.5% to $273k — the clearest place to put more stock and spend.

What you can build

A report for every
client and team.

Whatever you're reporting on, upload the data and get a written, designed report in seconds — then refine it to taste. Each preview below was built from a sample file.

Revenue by region, 2025

$1.13M

+29.7% YoY

from retail-sales.csv

Sales & revenue reports

Revenue, top products and growth by region — with KPI cards, trend charts and a summary of what's driving the numbers.

SalesEcommerceSaaS

ROAS by channel, 2025

2.31x blended

from marketing-campaigns.csv

Marketing & client reports

Channel performance, ROAS and CPA, written up as a polished report clients will actually read — ready to export as a PDF.

AgenciesMarketingConsulting

Revenue bridge, 2024 → 2025

+$260k

+29.7%

from retail-sales.csv

Finance & ops summaries

Budgets, costs and operational KPIs turned into a clean executive report — with the bridge from last year to this one.

FinanceOperationsStartups

Have a different dataset? Upload it and see what Parity builds

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Your next client report is one spreadsheet away.

Drop a file here to start. It's free, there's nothing to connect, and your data is processed for your report only.

Every number checked against your data before you see it