With an AI agent connected to your company’s data, you can ask for an analysis in natural language (“how much do I have to collect for last month, by client”) and get back a ready-to-use report — Excel, PDF or Word — with the values already calculated, not just text.
The difference from a generic chatbot is the source: the agent does not invent figures, it calculates them on your real invoices, bank movements and balances, and shows where each number comes from.
What types of results you can get
- Tables and Excel files with calculations (totals, by partner, by period).
- Formatted PDF reports and Word documents, ready to send.
- Clear charts and visualizations for decisions.
- Lists of overdue invoices, receipts and delays, with the next steps.
Why “on the company’s data” changes everything
A generic AI model answers from assumptions. An agent grounded in the company’s data starts from the real records: the issued and received invoices, the bank statements, the documents classified into accounts. That way, a “receivables over 30 days” report reflects your company, not an example.
Because the results come with the sources displayed and go through human review before any action, you can trust the figures and use them directly in discussions with the client or the bank.
How Wizzy helps you with reports
Wizzy is the AI layer in BIWizz: you ask it for an analysis in plain language, and it prepares Excel, PDF, Word and charts calculated on the company’s real data — invoices, bank, documents, ANAF SPV, e-Factura and SAGA, all in the same context.
Important actions (for example issuing an invoice) are brought to you for review before execution, with an audit trail, so you keep control.