Reports take time because of assembly, not insight: refresh the data, rebuild the pivots, paste the charts, write the commentary, check the numbers. Do that weekly and it adds up to days each quarter. AI can draft the whole thing from your Excel file.
Plumb is a privacy-first data platform. We think AI should do the tedious parts of analysis, like reading every row, spotting patterns and drafting charts, while you keep control of the questions and the conclusions. Every answer Plumb gives points back to the rows and columns it came from, so you can check the work instead of taking it on faith.
How Plumb helps: AI report generation
Plumb creates reports from Excel files: headline metrics, charts, period-over-period comparisons and written commentary. Save a report as a template and Plumb rebuilds it on next period's file, highlighting what changed.
How It Works
From Excel file to report.
- Upload your Excel file.
- Tell Plumb what the report is for, such as a weekly sales update, or start from a template.
- Plumb validates the data, calculates the key metrics and builds the charts.
- It drafts commentary explaining the main changes, with links to the numbers.
- Edit anything, then export or share. Next period, upload the new file and regenerate.
Where This Helps
Weekly sales reports
Rebuild the same report on fresh data in minutes.
Client reporting
Produce consistent reports for each client from their exports.
Management packs
Draft monthly commentary that you review instead of write.
Try Plumb in early access
Plumb is in early access. Join the waitlist on tryplumb.pro to get an invite. Early access covers Excel (.xlsx), CSV and JSON files, and we are adding more sources as people ask for them. Your files are processed privately and are never used to train models.
Reports that write their first draft
Now you have a repeatable way to do it, by hand or with Plumb. Join the waitlist and tell us what your data looks like; we read every reply.
Join the waitlist