The AI Budget Report for Credit Unions 2026-27

Generate Compliant Reports and Memos 5x Faster

Report AI automatically creates compliant reports and memos based on internal guidelines and decisions. It is an AI Agent trained on your schema to ensure precision, accuracy, and consistency in every document.

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Built-in regulatory compliance

End-to-end integration

Versatile document creation

Industry Recognition

Recognized and trusted by industry leaders in finance, insurance, and AI

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2025 Class

Cloud AI Accelerator 2025

Fintech 2024

Insurance & Wealth 2024

Finance & Insurance 2024

South Summit Future of Work 2024

AI Top 100 2024

NJFAST by Plug and Play 2024

AI That Creates Information

Unstructured AI

Extract, Transform, Load (ETL) layer to process complex, unstructured documents for RAG or GenAI applications.

Document AI

Trained on your schema to extract, label, and organize data from loan applications, claims, PDF reports, and more.

Conversational AI

Database AI

Decision AI

Report AI

Report AI workflow

Report AI Reduces Manual Reporting Time to Boost Your Team’s Efficiency

Manual report generation is time-consuming, error-prone, and frustrating for employees. Across industries like finance, healthcare, and insurance, workflows often rely on inefficient reporting processes.

3.7 hours / week

Average time spent by workers creating reports manually.

1-2 hours / report

Time required just to compile data into a structured format.

30% of the workday

Spent searching for information to include in reports.

How Report AI Works

Tailored to Your Company’s Reporting Guidelines

Report AI integrates seamlessly with your existing infrastructure to automate up to 90% of the reporting process—saving time, reducing errors, and enabling your team to focus on higher-value tasks.

Tailored to Your Company’s Reporting GuidelinesTailored to Your Company’s Reporting Guidelines

Key Features

Data compilation

Automatically gathers relevant data from multiple sources and organizes it for reporting.

Data compilation

Content generation

Produces polished, professional reports and memos tailored to your specifications.

Content generation

Document classification

Categorizes reports based on variables like department, confidentiality level, or project.

Document classification

Version control

Tracks changes and manages multiple versions of reports effortlessly.

Version control

Vertical-Specific Reporting

Generate specialized reports tailored for regulated industries and complex use cases where accuracy and compliance are critical.

Vertical-Specific Reporting

Security & Data Privacy First

Flexible deployment

AgentFlow runs as a managed platform with customer data separated by account; private cloud options can be evaluated and scoped separately.

Data security

Your data stays within your systems, ensuring user privacy and compliance with regulations, enhancing business security.

Enhanced protection

This setup safeguards your users, keeping your operations secure and compliant.

Security & Trust

Why Report AI

Complex workflows in industries like finance and healthcare involve frequent report generation. Report AI is designed for enterprises that need to streamline these processes while maintaining compliance and accuracy.

Versatile Document Creation

Generate a wide range of professional documents, including financial reports, legal memos, operational summaries, and more.

Regulatory Compliance Built-In

Ensure all generated documents meet industry-specific regulatory requirements, safeguarding your business from compliance risks.

End-to-end Workflow Automation Support

Combine Report AI with Multimodal’s other AI Agents to automate even the most complex workflows from start to finish.

Self-Learning

Continuously improve through human feedback and programmatic inputs for progressive error reduction.

Compliance-Focused

Maintain detailed audit trails and explanations for regulatory adherence.

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How Companies Save Time and Money With Multimodal

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20x faster

application approval process

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100%

Automation of contract cancelability determination

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90%+

Accuracy across a wide variety of transcript formats

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FAQs

What types of reports can I generate with Report AI?

Report AI can create compliant internal reports, loan documents, policy agreements, claims documents, memos, and other documents your company needs for various workflows.

How long does it take to deploy Report AI?

It takes us about 4-6 weeks to develop a pilot for your specific use case and about 3 months to develop a complete solution.

Can I use Report AI if my company doesn't allow SaaS products?

Absolutely. AgentFlow runs as a managed platform with customer data separated by account; private cloud options can be evaluated and scoped separately.

How is my data used during training?

We will use your internal data to fine tune Report AI, but we will not store it outside of your company’s data cloud or storage system. Our use of data abides by all data privacy regulations as well.