Internal Fund Reporting & Corporate AI Integration
From data to delivered report, automatically, every cycle.
Factsheets, performance, ESG and regulatory reporting, generated on schedule. You own the pipeline, templates and logic; it runs in your own environment, on the systems you already use.
The problem
Manual reporting doesn't scale, and outsourcing it costs you control.
Reporting cycles pull senior people away from real work. External platforms cut the effort, but your data and process stay with the vendor, for a fee that recurs as long as you report.
What we build
An owned, end-to-end reporting pipeline
- Step 01
Data integration
Spreadsheets, document stores and market data connected into one reliable layer.
- Step 02
Reporting engine
A governed layer that calculates performance, holdings, ESG and regulatory metrics, in your BI tool or custom-built.
- Step 03
Automated output
Branded, compliant PDFs on schedule: monthly, quarterly or on demand.
- Step 04
Scaled across the book
Templates rolled out across every fund and share class, so new products plug straight in.
Proof
Proven at IST Investmentstiftung
- Situation
- Monthly German and French factsheets were produced by hand, with reporting logic spread across many separate files.
- What we did
- Amula AI rebuilt factsheet production as one governed Power BI pipeline in IST's own design, live since October 2025 and rolled out group by group across 39 investment groups in scope.
- Result
- Monthly reporting effort down from 20+ hours to 3–4 (an internal estimate), on a pipeline owned entirely by IST Investmentstiftung.
How an engagement works
Map → Proof of concept → Build → Automate
- 01
Map
We map your reporting and data workflows and pinpoint the highest-impact automation.
- 02
Proof of concept
Up to 10 key pages rebuilt in your design with dummy data, so you can judge the output first.
- 03
Build
Templates built to your standards and extended across every fund and share class.
- 04
Automate
Scheduled, hands-off generation, documented and handed over to you.
Beyond reporting
AI integration across the operation.
Once reporting runs, the same owned approach extends to the rest of the operation, inside the infrastructure you already run.
01
Workflow automation
Data handling, document workflows and reconciliations automated inside your environment.
02
Internal tooling
Purpose-built tools that close the gaps your off-the-shelf systems leave.
03
Data infrastructure
The governed data layer behind reporting, extended to the wider operation.
FAQ
Reporting automation, answered
What kinds of reports can you automate?
Fund factsheets, performance reporting, holdings, ESG roll-ups, and regulatory output: anything driven by structured data and a stable template. We generate branded, compliant PDFs and outputs on a monthly, quarterly, or on-demand schedule.
How is this different from an external reporting platform?
An external platform reduces manual effort but keeps your data and the format of your reports inside a system you pay for as long as you report. We build the same capability inside your environment, on the systems you already use, so you own it and can change it yourself.
Do we need Microsoft or Power BI to work with you?
No. Our flagship build at IST Investmentstiftung runs on Microsoft and Power BI, a stack we know in depth, but no particular software is a requirement. We build on the stack you already run, whether that is Tableau or another BI tool, open-source tooling or fully custom code, in the cloud or on your own servers.
How long does a reporting build take?
It depends on the number of templates and data sources, but the pattern is consistent: map, prove the design in a proof of concept, build the templates and scale them across funds and share classes, then automate scheduled generation. At IST Investmentstiftung, the first production pipeline went live about two months after the strategy phase began, and the rollout across the remaining investment groups continues group by group.
Can we see the output before we commit?
Yes. In a proof of concept, up to 10 key pages of your report are rebuilt in your own design with dummy data, so you can judge the output before committing to a build.
What happens when a regulator changes a disclosure requirement?
Because the templates and calculations live with you as code and configuration, you change them when you need to. You are not waiting on a vendor's roadmap.