Fails at scale
Throw people at it
Copy, paste, check. Every period. Headcount grows; quality still slips under deadline pressure.
Factsheet & client reporting
Automate client reporting.
Automate client reporting.
Without the trade-offs.
Your systems spit out workbooks. Clients expect a factsheet or investor pack that looks the same every period.
In between sits a person copying, calculating, and checking under a deadline.
Octigen uses AI to build an inspectable reporting pipeline,
then steps aside so every period of client reporting stays deterministic.
What would your fund reporting cost on Octigen?
Use our interactive pricing calculator to estimate what running your reporting on Octigen would cost based on your slide volume, data connections, AI usage, and deployment options.
The Dilemma
Until now, automating client reporting meant picking your poison
Factsheet automation and recurring investor packs keep hitting the same wall: slow and brittle, locked in an engineering queue, or fast but impossible to audit.
The poisons
Stuck in a queue
Hand it to a technology partner
It ships in months. Then every layout tweak or new share class waits behind a ticket.
Unauditable
Pure AI every run
Same inputs, different outputs. When a number is wrong, you are left shouting prompts at a black box.
New · Alpha
Report Onboarding: reporting automation from an example
Give Octigen three things: your PowerPoint template, the source workbooks for one period,
and a finished sample report built from that same data.
The sample is the ground truth. The assistant builds collections,
transformations, and workflow connections, then scores its own output against your sample and fixes what doesn't match.
That is how you automate client reporting without rebuilding the pipeline by hand.
- Runs in the background; navigate away while it works
- Charged per shape, only when quality is good enough (~80% match)
- Estimate shown upfront; you don't pay for shapes that fail
Sheet1
REPORT ONBOARDING
Collections
→
Transformations
→
Workflow connections
→
Verified
Product walkthrough
See Report Onboarding in action
Michel walks through the full flow: from the three inputs to a deterministic monthly run.
Transparent by design
AI does the tedious 80%.
AI does the tedious 80%.
You keep something you can read.
Everything Report Onboarding creates stays editable: warehouse collections, transformation steps, and the wiring from data to each chart, table, and text field. Each transformation is a list of plain steps (sort, compute, select, transpose) with a preview of the data flowing through. Modify any step or add your own. Nothing is a black box you have to shout prompts at.
Data files
Holdings
Returns
Benchmark
Transformations
Top Holdings
Slide shapes
perf_table 100%
holdings_chart 100%
ytd_return 100%
Production
Next period, automate client reporting in three steps
Drop new workbooks into the landing zone. They match themselves to the right collections.
Open the workflow, enter the parameters, generate.
No AI runs here.
Every value is resolved from your data by rules you can inspect.
Same data, same deck, every time. That is the only way precise reporting automation is usable for something a client receives.
1
Landing zone
Drop new files
holdings_2026-07.xlsx
returns_2026-07.xlsx
2
Fund
Date
3
Report_2026-07.pptx
Native PPTX · no AI
Built for scale, designed for compliance
Whether you need API-driven automation or strict data sovereignty, Octigen adapts to your technical and regulatory requirements.
Enterprise Ready
Cloud-Agnostic Architecture
Deploy where your compliance requirements dictate. Your data never leaves your chosen environment in self-hosted scenarios.
AWS / Azure / GCP
On-premise support
Docker & Kubernetes
Private Cloud SaaS
Client Voices
Trusted by asset managers
Operators and investment leaders who've worked with us firsthand.
Octigen's co-founders ran our technical client & fund reporting setup for over a year - operations, error handling, continuous improvements, and even onboarding our own people. What stood out was the mix of real engineering skill, a genuine grasp of asset-management reporting, and how dependable everything was. Seeing that same expertise now built into Octigen, I've no doubt it solves a problem every reporting team knows too well.
We brought in Octigen's founders to challenge our data and reporting architecture. In a short engagement they gave us more clarity than we had expected - combining deep asset-management operations know-how with a rare ability to make complex data topics tangible and actionable. Their input didn't just confirm our direction, it sharpened it.
Let's Talk
Ready to automate client reporting?
Join fund managers using Octigen for factsheet automation and recurring investor packs. Tell us about your challenges and we'll show you what's possible.
30-Minute Demo
See Octigen in action with your use case
Custom Pilot
Test with your templates & data sources
Enterprise Ready
SSO, compliance, on-premise options
Octigen's team is trusted by