Move from operating data to a decision-ready report
Put revenue, cost, margin, collections, receivables, or any operating metrics into a typed Kition table. The Agent can inspect the schema and records, calculate comparisons, identify risks, and write the analysis into a Markdown report in the same workspace.
Best for
Founders, operators, finance teams, business analysts, and managers preparing recurring reviews from a stable set of metrics.
Input
A typed table of operating metrics plus the questions leadership needs answered.
Output
A reviewable analysis with comparisons, risks, and next actions grounded in the table.
The operational gap
Why this work breaks across separate tools
Business reviews often split the numbers from the narrative. A spreadsheet holds the data, slides hold the explanation, and a chat tool drafts generic commentary from a pasted sample. Updating the report means rebuilding the context and checking calculations again.
What Kition changes
Keep the source, the Agent, and the result together
Kition keeps structured metrics and the management narrative side by side. The Agent reads the actual table, performs the requested comparisons, and saves the result as a project document. Future reporting periods reuse the same fields, calculation logic, and report structure instead of starting from zero.
A complete, reviewable workflow.
The goal is not a clever prompt. It is a visible chain from source material to an approved artifact that can be reused.
Model the operating data
Create explicit fields for periods, values, units, categories, owners, and any formula-driven metrics.
Ask decision-level questions
Prompt the Agent to compare periods, explain variance, flag risk, and state where the available data is insufficient.
Save the reasoning
Write the analysis into a Markdown report with the relevant table values, caveats, conclusions, and recommended actions.
Repeat next period
Add the next records and rerun the same reporting pattern while preserving the previous documents and assumptions.
Human review
Check this before the work moves forward
- Recalculate important ratios and period comparisons before sharing the report.
- Check that units, currencies, forecasts, and actuals are labeled correctly.
- Keep unsupported explanations framed as hypotheses rather than facts.
Outcome
What remains after the Agent finishes
- The narrative stays grounded in the current table
- Recurring reports reuse the same structure and review process
- Assumptions and caveats remain visible in the final document
- Leaders receive a deliverable instead of a transient AI answer
Use the product guides, then adapt the workflow.
Start from the documented Kition objects and keep only the fields, review points, and automation your process actually needs.
Ready when you are.
Kition is a desktop AI workspace for connected documents, structured tables, editable designs, whiteboards, visual workflows, and reviewable AI agents.