Featured on USE CASE 07 · INVESTOR REPORTING
Reports that go out on time.
Every time.
ABX pulls live data from your connected systems, structures the investor narrative, formats the document, and stages it for your approval. Nothing is sent to investors without your explicit sign-off.
2 days
Preparation time saved
Per quarterly report
100%
Data accuracy
Pulled from live sources
Always
On schedule
No more deadline scrambles
See it in action
Watch the full execution
Video walkthrough in production
MCP CONNECTORS
Systems ABX connects to
ABX connects to your existing tools via MCP. Each connector shows whether it operates autonomously or requires your approval before writing data.
Salesforce
Pipeline & revenue data
Google Drive
Document output
SharePoint
Financial data & templates
Gmail
Investor distribution
Outlook
Alternative distribution
EXECUTION WALKTHROUGH
How ABX executes this, step by step
Every step is either fully autonomous (Logic 1) or requires your approval before proceeding (Logic 2).
LOGIC 1 — AUTONOMOUS
Live data pulled from all sources
Connects to Salesforce for pipeline and revenue, SharePoint for financials. All data timestamped and sourced — no manual gathering.
LOGIC 1 — AUTONOMOUS
Narrative structured from your data
Key metrics contextualised: MRR, ARR, pipeline, customer growth, churn, burn, runway. A narrative that puts numbers in context.
LOGIC 1 — AUTONOMOUS
Report formatted to your investor template
Output formatted to your existing template — section headers, TOC, appendix. Charts generated from live data and embedded.
LOGIC 2 — APPROVAL
Report staged for your final review
Complete report for your review. Verify key figures, approve. ABX exports to PDF, saves to Drive/SharePoint, distributes to investor list.
SAMPLE OUTPUT
What the approval prompt looks like
"Q1 2026 investor report prepared. 8 sources connected. Revenue and pipeline from live Salesforce data. 12-page report formatted to template. 6 investors on distribution list. Approve to send?"
YOUR OPTIONS
Approve all · Approve individually · Edit before approving · Decline and instruct ABX to adjust. Every decision recorded in the audit log.
Automate your next investor report
~100–140 credits per report · ~€5.60 · Free plan included