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Custom AI Reports

Describe the report you need in plain language — or upload an existing Excel file — and Cash Flow Frog will build it for you, ready to export with live data any time.

Written by Ofir Lessel

This feature is currently in beta. It's live and ready to use — we're refining it based on real feedback. If something doesn't work as expected, reach out to support@cashflowfrog.com.

Every business has reports that don't fit a standard template. Custom AI Reports let you define exactly what you need — which data to include, how to group it, and how to lay it out. The AI handles the rest: turning your requirements into a reusable report definition that pulls live data on every export.

If you already have an Excel report you like, attach it during setup. The AI reads its column structure and formulas automatically, then replicates that layout with your up-to-date cash flow data each time you export.

Reports you create are saved to your account permanently. Re-export them whenever you need, share them with your team, and refine them as your needs change.

Two ways to get started

From the app

Takes about two minutes

  1. Open the Reports page and click New AI Report.

  2. Describe the report you need. Attach an Excel template if you have one.

  3. Review the summary and confirm. The report is saved to your account immediately.

  4. Find your report in AI Reports, click Export, and download your spreadsheet.

From Claude, ChatGPT, Gemini …

Via the CFF AI Connector

  1. Connect your AI assistant in Settings → Integrations → AI Connector.

  2. Stay in your normal AI conversation and describe the report you need.

  3. The assistant drafts it, asks you to confirm, and saves it to your account — without switching tabs.

"Show me open invoices by customer, sorted by days overdue."

Saved. Export it any time from the AI Reports section.

✦ What happens when a request isn't possible yet

If you ask for something that Cash Flow Frog doesn't currently support, the AI won't guess or produce a partial answer. It tells you clearly what isn't available — and automatically sends the details of your request to the Cash Flow Frog team.

You don't need to file a support ticket or follow up separately. Every gap you hit helps us understand what to build next, and your request is already in the queue.

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