Agentic workflow

Generate audit reports for finance teams using agentic workflows

Automate Power BI-ready audit reports, export reviewed evidence to PDFs, and keep finance reporting workflows source linked and audit ready.

Challenge

For finance teams, audit reporting often means rebuilding the story after the work is done. Pulling together facts, exceptions, approvals, and document evidence by hand creates delay and weakens confidence when teams need to automate Power BI reports or scheduled report exports.

The risk is not only slow reporting. It is sending numbers into dashboards or PDF packs without a clear trail back to the source document and reviewer decision.

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Workflow preview for generating finance audit reports

Workflow preview

Challenge

Where work slows down

For finance teams, audit reporting often means rebuilding the story after the work is done. Pulling together facts, exceptions, approvals, and document evidence by hand creates delay and weakens confidence when teams need to automate Power BI reports or scheduled report exports.

The risk is not only slow reporting. It is sending numbers into dashboards or PDF packs without a clear trail back to the source document and reviewer decision.

TextMine workflow

How TextMine helps

TextMine gathers reviewed facts, workflow activity, exceptions, approvals, and source documents into an audit-ready report that finance teams can review, share, submit, or use as the governed input for Power BI reporting automation.

Each output can preserve source evidence, approval state, and export context so finance teams can explain what changed and why.

Execution time
6-10 min
Estimated time saved
5-8 hrs per run
Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.

Workflow design

Steps and key blocks

Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.

Workflow pattern

  • Start from a schedule, audit request, completed review, or selected workflow population.
  • Pull analytics metrics, reviewed document facts, approvals, and exception history.
  • Generate a report from a template or custom prompt using the latest evidence.
  • Submit the report downstream and notify stakeholders with attachments and context.

Reporting outputs

  • Power BI-ready tables of reviewed facts and evidence status
  • Audit report PDFs with source-linked records
  • Exception lists for owners, missing evidence, or stale approvals

Key blocks

  • Get analytics metric, Report from template, Custom report
  • Sample population, Compare to accepted output, Send email
  • Submit to integration, Tableau export, Power BI export to PDF and dashboards

See it live

See this workflow in TextMine

Book a demo to map this workflow to your documents, systems, and controls.

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