Credolay
Document & Report PlatformGenerate a report
◈ Report generation · Document intake · Figure-level traceability

Every number,
traceable to source.

Credolay generates month-end packs, board reports and investor updates from your live data and uploaded documents — and every figure links back to the query that produced it.

Generate a report →
Connect your data·Upload the documents·Ship the report
Report status
Traced · 47 / 47
Board pack · ready to send
Live
S
Credolay · Report
August board pack
Session #847
Traced2 to reviewConnect → Generate → Ship
Revenue£2.41mtraced
Gross margin61.4%traced
Headcount148 FTEtraced
AccrualsFrom 12 PDFsreview
CDL<<REPORT<<2026-08-31<<CREDOLAY<<<
ARTIFACT:BOARD-PACK·FIGURES:47·TRACED:47/47<<<
trusted
by
CREDOLAY
Source documents
Extracted · this pack
Invoices12 parsed
Contracts3 parsed
Needs review1 field
1 field needs review
Pull from live dataCite every figureRefresh on schedule

“Where did this number come from?”

Figures get copied from a query into a spreadsheet, into a deck, into the board pack. By the time someone asks, nobody can reproduce the number — and the analyst who built it has moved on.

Every close is rebuilt by hand

The same pack, the same queries, the same copy-paste — three days a month, every month, and one typo away from a wrong board number.

The evidence sits in a PDF

Invoices, contracts and statements hold the figures that matter, so someone keys them into a spreadsheet and hopes the total still ties.

Nothing links back

The pack says £2.41m. The warehouse says something else now. No one can tell whether the report is stale or the data moved.

Connect. Generate. Ship.

Point Credolay at your data and documents once. Every pack after that is a regeneration, not a rebuild.

01
Step 01

Connect

Point Credolay at Postgres, MySQL, Neon or a CSV — then drop in the invoices, contracts and statements that hold the rest of the numbers.

02
Step 02

Generate

Pick a template or describe the pack you need. Credolay pulls the figures, writes the narrative around them, and cites the query behind each one.

03
Step 03

Ship

Review, sign off, and send. Put it on a schedule and next month regenerates itself against fresh data.

The generator

The document writes
itself. With receipts.

Describe the pack you need. Credolay queries your sources, drafts the narrative around the real figures, and attaches the evidence to each one.

  • Report templatesmonth-end packs, board reports, investor updates
  • Figure citationsevery number links to the query behind it
  • Stated assumptionswhat the pack assumes, printed in the pack
  • Scheduled refreshnext period regenerates against live data
Open the generator →
credolay — report generator
The trust layer

A report is only
as good as its data.

Credolay watches the tables underneath your reports — so you find out the source went stale before the board does.

Report reconciler
the filed pack checked back against live source tables
Freshness & quality checks
stale or broken data caught before it reaches the pack
Document extraction
invoices, contracts and statements parsed into figures
Data connectors
Postgres, MySQL, Neon and CSV as the source of record
Source health
prod_finance · last check 4 min ago
Figures traced47 / 47
Source health92 / 100
Stale tables1 flagged
Documents1 needs review
Revenue £2.41m · revenue_monthlytraced
Gross margin 61.4% · derivedtraced
ledger.last_synced agingstale
invoice_0472.pdf · tax amountreview

Ready to close with receipts?

Connect a database, upload a folder of invoices, and generate your next pack. No card required for 14 days.

Generate a report →Talk to us
Encrypted credentialsRuns in your databaseFull audit trail
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