Report automation: blueprints to editions to polished exports.
Turn the reports you already use into reusable blueprints with AI, fill editions faster with copilot-assisted data entry, review every value, and export professional PDF, Excel, Word, and CSV outputs.
Demo-led — see Report Forge run on your own report template.
How it works
Blueprint once. Reuse every cycle.
Report Forge turns recurring reporting into a governed loop — from a reusable blueprint to a reviewed, exportable edition.
- 1
Blueprint
Create reusable report structures with fields, sections, layouts, validation, and review expectations.
- 2
Bind data
Run each reporting cycle as a controlled edition with structured inputs, owners, status, and history.
- 3
Review & approve
Add cell-level comments, assign reviewer roles, and approve each edition before anything is exported.
- 4
Export editions
Create stakeholder-ready PDF, Excel, Word, and CSV packages from the same governed reporting workflow.
AI Design
AI drafts the structure. You approve every value.
Report Forge uses AI to remove the slowest parts of reporting — turning a report you already use into a blueprint, and helping fill each edition — while every value stays under human review.
Turn the report you already use into a reusable blueprint
Upload the PDF or spreadsheet you already send and AI drafts the structure. Vision AI reads the file, identifies every section, table, chart, and S-curve, classifies the structures, and defines typed fields — producing a ready blueprint from your real report. It never guesses values that are not printed.
Fill editions faster with copilot-assisted data entry
Inside an edition, the copilot extracts values from the documents you upload straight into the structured fields your blueprint defines — so contributors confirm figures instead of retyping them. Every extracted value is yours to review before it counts.
Humans review every value.
AI drafts, you approve — nothing ships unreviewed. Every blueprint and every extracted value is confirmed by a person, and no edition is exported until it is approved.
Watch it work
Blueprint to edition in 30 seconds.
Watch a reusable blueprint fill as a governed edition, then export to a polished report — the whole reporting loop, start to finish.
Blueprint to edition in 30 seconds
Blueprint → governed edition → multi-format export
Capabilities
Everything a repeatable report needs.
A component-rich output designer, controlled review, multi-format export, and a durable audit trail — built for reporting cycles, not one-off documents.
22+ output components
Tables, charts, gauges, progress bars, KPI cards, images, table of contents, cover pages, and section layouts assemble pixel-accurate report pages.
Cell-level review & approvals
Reviewers leave cell-level comments, roles route the sign-off, and status gates every edition so nothing ships before it is approved.
Multi-format export
Publish the same governed edition to PDF, Excel, Word, and CSV with full fidelity — stakeholders get the polished format they expect.
Editions history & audit
Every reporting cycle is a dated edition with owners, status, autosaved inputs, and preserved audit history for defensible evidence.
Reusable blueprint library
Standardize fields, sections, validation, computed values, and layouts once, then reuse the blueprint across projects and teams.
Structured grid & form entry
Contributors fill editions through structured grid or form views with autosave, so report data stays clean, typed, and consistent.
Who it's for
Built for the teams who own the reports.
Report Forge fits the people accountable for recurring, defensible reporting across a project or a portfolio.
Report owners
Own recurring report packs without rebuilding a document by hand every cycle.
Finance teams
Replace manual Excel and Word assembly with structured, auditable inputs.
Project controls
Standardize reporting across projects, teams, and reporting periods.
Compliance teams
Preserve historical reporting evidence with editions and audit history.
Grounded in the product
Proof that ships with Report Forge.
Every number maps to a capability teams use in each reporting cycle.
FAQ
Answers before the demo.
Blueprints, AI design, template fidelity, export formats, and how review stays controlled.
See Report Forge on your own reports.
Report Forge is demo-led. Bring a report you rebuild every cycle and we'll show you the blueprint, the edition, and the export.