One upload. Five reports. Zero copy-paste.
The DAB IT platform takes raw Balance Sheet and P&L files, runs them through an agent pipeline, and produces a complete reporting pack — ready for adviser review and client delivery.
Everything a board pack needs — generated automatically.
Cleansed, classified, period-aligned. Reconciles to your source GL.
Standardised P&L with comparatives, variance and AI-drafted commentary.
Indirect cash flow derived from BS + P&L deltas — no separate file required.
18+ metrics: liquidity, leverage, profitability, efficiency.
Margin, mix and cost-base shifts over time, with drilldowns.
From spreadsheet to client portal.
- 01Upload
Drop Balance Sheet + P&L files into the secure portal. Auto-detect format and chart of accounts.
- 02Process
Five reports generated in parallel by the agent pipeline. Each step traced and replayable.
- 03Review
A senior adviser reviews drafts, fixes mapping edge cases, adds commentary.
- 04Publish
Reports go to the client portal — viewable in browser, exportable as PDF.
Built like serious software.
Multi-tenant, role-aware, auditable. Every screen and every API path is instrumented and access-controlled.
MYOB Exo, MYOB COA-based, Xero, generic Excel. New parsers ship monthly.
Bridge files map your chart of accounts to the canonical AASB structure.
Specialist agents — intake, classifier, reconciler, drafter, renderer — coordinated with structured output. No free-text reports leaking into your books.
Every report enters draft state. A human reviews before publishing.
Four roles — Super-admin, Admin, Account manager, Client — each scoped to exactly what they need.
Reports are hidden by default. Publish at batch or individual level.
Pixel-stable PDFs that look identical every time. One-click download for clients.
Every login, upload, publish action and permission change — recorded and searchable.
Admins can version, edit and restore the formulas behind your KPIs.
Secure email invites that expire after 48 hours. No shared passwords.
Period labels and date ranges read straight from your spreadsheet headers.
Issues are detected and alerted automatically. Your reports never silently break.
See it on your own data.
We'll run a live walkthrough using a sample of your own Balance Sheet and P&L files, under NDA.
Request a demo