AI business analytics: automated reports from CRM, ERP and telephony

Why reporting still takes so much manual work

A management report in a growing company is usually assembled by hand. Someone exports deals from the CRM, payments from a payment provider, stock from the ERP and call data from telephony, then combines everything in Excel. The work repeats every week or every month.

Manual assembly brings three familiar problems. Reports arrive late, when a decision can no longer change much. Figures from different departments disagree, because each was collected its own way. And the people who prepare reports spend their time copying data instead of working with it.

AI business analytics is about shortening that assembly step for the reports you choose, so a manager starts from a current picture calculated by one set of rules rather than from a spreadsheet that is already out of date.

How AI analytics works in Jarvis

• Connect the sources — We connect the systems agreed in the plan with the access you provide. Feasibility depends on each provider’s API, permissions and data quality.
• Agree the reports and rules — Together we define which reports you need (by department, branch or service), how metrics are calculated, and how often each report is prepared.
• Reports on an agreed schedule — Daily, weekly or monthly reports are produced from available connected-system data. For reports included in the automation scope, manual preparation may be reduced.
• Questions and deviations — The AI assistant answers questions from permitted data, flags deviations and suggests possible next steps; the manager checks them against the source information.

A report is only as reliable as the data behind it. That is why data readiness is reviewed during the audit, before anything is promised about reports.

Data sources for reports

• CRM — deal stages, owners, next steps and enquiries still waiting for a response — for example from amoCRM, Bitrix24 or Bito.
• ERP and inventory — stock levels, supplier prices and debts, order stages, unit cost and margin — for example from 1C, Smartup, Billz or MoySklad.
• Telephony — calls from connected telephony with recording enabled (OnlinePBX, Sipuni, Zadarma or Mango Office) can be transcribed and analyzed against criteria agreed with you.
• Payments and finance — cash, receivables and expenses from sources such as Paynet, Click, Payme, Uzum and Multicard, combined into Cash Flow and P&L views under agreed rules.
• Spreadsheets, documents and channels — Google Sheets, Excel, Didox, Soliq.uz, and enquiries from Telegram, Instagram and WhatsApp.

Listing a system does not promise an automatic connection. Unlisted systems can be assessed, but support is not promised before that assessment.

Reports a manager can use

• Sales funnel and enquiries — the source, owner and response time of each enquiry, and how deals move through the pipeline.
• Marketing — channel, creative and customer-acquisition cost side by side; with enough data, a drop in channel performance can be identified earlier.
• Finance — Cash Flow and P&L views that, with sufficiently complete data, let an owner review the position before month end.
• Stock and orders — shortages, slow-moving stock and order status, when ERP data is updated on time.
• Branches and team — branches compared against agreed metrics, and KPIs calculated by a formula you approve.

If your main question is the quality of sales calls and how to coach reps, Jarvis has a separate sales-call analytics product; the link is below.

Frequently asked questions

Can reports be built from CRM data automatically?

Yes, when a technically feasible connection to your CRM is agreed and access is provided. The report, its metrics and its schedule are defined together; manual preparation may then be reduced for the reports included in the scope.

Part of our data is in Excel. Will that work?

Google Sheets and Excel are among the listed sources. How well a spreadsheet can be used depends on its structure and how consistently it is kept, which we review during the audit.

How accurate will the figures be?

Reports reflect the data in the connected systems. Jarvis can flag deviations, but the result depends on data quality, so a manager reviews conclusions against the source information.

Does Jarvis replace our accounting system or CRM?

No. Jarvis reads data from the systems you already use and does not replace them; accounting and decisions stay with your team.

What does it cost?

It depends on which departments and systems are connected, so it is agreed in the free consultation. The site publishes no prices.