TeamUp AI Analytics Platform revolutionizes financial reporting with intelligent data reconciliation, automated Excel processing, advanced Power BI integration, and effortless reporting across all asset classes, holdings, and investor levels.
Intelligent algorithms automatically reconcile data from multiple sources, detect discrepancies, and ensure accuracy across all financial records.
Seamless Excel automation with intelligent data processing, formula validation, and automated report generation from existing spreadsheets.
Natural language commands for instant report generation and data analysis
Real-time data updates every 15 minutes with customizable refresh schedules for different asset classes and investor groups.
Interactive dashboards with drill-down capabilities, custom KPIs, and dynamic filtering across all data dimensions.
Role-based dashboards for fund managers, investors, holding companies, and administrators with appropriate data visibility.
Responsive dashboards accessible on any device with offline capabilities and push notifications for critical updates.
Consolidated reports across all subsidiaries and investments
Equities, Fixed Income, Alternatives, Real Estate, Commodities
Security-level analysis and performance tracking
Manager-specific performance and attribution analysis
Unified reporting management with workflow automation and intelligent data orchestration
Native Excel integration with automated data validation, formula auditing, and report generation
Seamless connectivity with SAP, Oracle, QuickBooks, and major financial platforms
Enhanced fund reporting with real estate valuations and portfolio analytics
Reduction in Manual Reporting Time
Data Accuracy with AI Validation
Automated Monitoring & Alerts
Transform your reporting in 30 days
Intelligent automation and business intelligence for superior reporting
AI-powered report generation with intelligent formatting and insights
Power BI embedded dashboards with real-time data and insights
Gen AI-powered narrative commentary and intelligent analysis
Automated scheduling and distribution with smart workflows
Join 60+ organizations using TeamUp AI for intelligent reporting automation