The simplest and fastest way to create financial reports
Quick Creation
Polished financial reports made easy with AI
Automate financial reporting with AI to elevate its presentation. Save valuable hours on data formatting and design—just input your data, and our generator crafts a polished, visually engaging report for you.
Perfect for client meetings, team presentations, or executive reviews, your reports will be ready to impress and drive engagement every time.
Start creating
Elevated Presentation
Transform raw data into stunning financial reports instantly
Looking to enhance your existing financial report with ease? Just paste your text or upload a file (PDF, DOCX, TXT), and let Piktochart AI turn it into a polished, visually compelling financial report!
Our AI refines your content and data, presenting your insights professionally with minimal effort. Choose between summarizing your content or preserving the original text. Please note that this feature is currently in BETA and may not always guarantee complete accuracy in text preservation.
Generate visual from document
Easy Customization
Tailor every detail of your financial report
Customize your generated report effortlessly with limitless options. Adjust fonts, colors, and design elements to match your style, ensuring a polished, professional appearance.
With Piktochart AI, creating reports that showcase your brand’s unique identity is simple. Plus, leverage built-in data visualizations like graphs and charts to transform raw data into impactful insights.
Start creating
Simplified Document Structuring
Intelligent design assistance with AI outline
Piktochart AI goes beyond simple text formatting. It analyzes your content and provides visually engaging designs that boost readability and audience engagement.
With our AI outline feature, you can quickly organize your ideas into a clear, logical structure, helping you focus on key points. Easily edit and refine your outline to save time and streamline your workflow.
Start creatingTrusted by Industry Leaders
Executives and C-suite Leaders
- To assess company performance, market trends, and financial health to make informed, high-level strategic decisions that drive growth and profitability.
- To provide clear, data-backed updates to investors, board members, and other key stakeholders, ensuring transparency and fostering confidence in the organization’s direction.
- For monitoring company-wide metrics through reports, tracking KPIs to evaluate overall business health, operational efficiency, and goal achievement.
Marketing Managers
- To evaluate the effectiveness of marketing campaigns, assessing metrics such as conversion rates, ROI, and customer engagement to refine strategies and optimize future efforts.
- Provide valuable insights into market trends, customer preferences, and competitive analysis to identify opportunities.
- For tracking expenditures and performance against budgeted allocations, ensuring that marketing initiatives are cost-effective and aligned with overall business goals.
Business Analysts
- Analyze large datasets to identify trends and insights, turning complex data into actionable information for decision-making.
- To effectively communicate findings and recommendations to stakeholders, facilitating collaboration and understanding.
- For tracking key performance indicators (KPIs) through reports to evaluate the effectiveness of strategies and identify areas for improvement.
Project and Product Managers
- To monitor the status of project milestones and deliverables, ensuring the project is on schedule and identifying any potential delays.
- To assess resource allocation and utilization, and make informed decisions to keep the project on track.
- To communicate project updates, risks, and outcomes to stakeholders, ensuring alignment and transparency throughout the project lifecycle.
Reports created using Piktochart AI
How to Generate an AI Financial Report
1. Input Your Idea
Start by inputting a prompt or uploading an existing document (PDF, DOCX, TXT) into Piktochart AI. Provide a brief idea and description, or upload a file to initiate your report creation seamlessly.
2. Choose A Template
Within seconds, Piktochart AI drafts your financial report with suggested layouts and data visualizations. Choose from a variety of professionally designed, customizable templates tailored specifically for financial reporting.
3. Personalize Your Report
Customize colors, fonts, and design elements to match your branding, or adjust sections to meet your style. Enhance your report’s visual impact with Piktochart’s extensive library of design assets, including icons, charts, and images.
4. Download and Share
When your report is ready, download it in PNG or PDF (Pro subscription required) or share it online with your team or stakeholders.
Discover other types of documents you can generate with Piktochart AI
Ready to use AI to create visually engaging financial reports?
Join more than 11 million people who already use Piktochart to craft amazing visual stories.