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AI Report Analysis

Your business data, analysed by AI — on every report.

Embed AI-powered analysis into every report across every module. Ask questions in plain language, get streaming insights, and download professional summaries — powered by Gemini, Claude, or GPT-4o.

AI analysis panel available on all reports across all modules
Conversational follow-ups — ask questions, drill down, get actions
Choose your AI provider: Google Gemini, Anthropic Claude, or OpenAI
Download analysis as Markdown or professional PDF

Evrykit embeds an AI analyst directly into every report across every module. Open any report, click AI Analyze, and start a conversation with your data in plain language — no SQL, no pivot tables, no data exports required.

What the AI Can Do

The AI panel turns static report data into an interactive conversation. You can:

  • Summarise — "Give me a 3-sentence summary of this report."
  • Identify trends — "Which product categories are showing the most growth?"
  • Flag anomalies — "Are there any unusual transactions I should investigate?"
  • Ask follow-up questions — "Why might that warehouse have lower stock accuracy?"
  • Request recommendations — "What should I action this week based on this data?"

Responses stream to the panel in real time, so you start reading before the full analysis is complete.


Where It's Available

The AI panel appears on every major report in every module:

Module Reports with AI
Inventory Stock on Hand, by Warehouse, Valuation, Ageing, Movement, Reorder
Sales Invoice Ageing, Revenue, Customer Statements
Purchasing Purchase Orders, Supplier Payables
Accounting Trial Balance, P&L, Balance Sheet, Ledger
Point of Sale Daily Sales, Session Summary

Supported AI Providers

You bring your own API key — Evrykit supports three providers:

Provider Best for Free tier
Google Gemini Flash Daily operational reports, high volume Yes — generous free quota
Anthropic Claude Sonnet Narrative analysis, complex reasoning Paid (low cost)
OpenAI GPT-4o / GPT-4o Mini Structured analysis, broad knowledge Paid

You can configure keys for one, two, or all three providers. Users can switch between available models per session from the AI panel dropdown.


Privacy & Security

Your report data is sent to the AI provider you choose, using the API key stored in your Evrykit settings. Keys are encrypted at rest using AES-256-GCM and never displayed in plaintext after saving.

Evrykit never stores the content of AI conversations. Sessions are in-memory only — closing the report panel clears the conversation history.


Downloading Analysis Results

Every AI conversation can be exported:

  • Markdown (.md) — clean, portable, re-openable in any editor.
  • PDF — professionally formatted with your company name and the report date. Ready to share with management or attach to board packs.

Setting Up

  1. Go to Settings → Application Settings → AI Keys.
  2. Paste in your Gemini, Claude, or OpenAI key.
  3. Set your Default Model — this pre-selects the model for all users on the tenant.
  4. Open any report and click AI Analyze to start.

Learn More

Explore Other Modules