Report AI 365 - 2026 Pricing, Features, Reviews & Alternatives

Report AI 365 is a cloud-based AI reporting platform that converts plain-English questions into finished, verified business reports drawn from live data sources. Designed for teams running Microsoft-stack infrastructure, including SQL Server, Dynamics 365 Business Central, Power BI, Analysis Services, and Excel, it removes the need for technical or analyst skills to produce distribution-ready reports. Users type a question as they would ask a colleague; the system clarifies ambiguous requests with a single follow-up, queries the connected data source in read-only mode, and cross-checks every figure against the source before delivering a result. If a number cannot be confirmed, the report states so explicitly. Each finished report includes KPI cards, tables, charts, and an AI-generated summary explaining what the numbers mean, what changed, and why.

Report AI 365 is deployed as a web application requiring no installation. Each company operates from a dedicated subdomain, configured with a custom name, logo, currency, and timezone. Read-only connections support both on-premises and cloud data sources. Role-based access controls, covering Super Admin, Admin, and User roles, govern what each user can view or manage. Permissions are inherited from connected source systems, so data visibility is consistent with existing access rules. A full audit trail logs all connections, changes, and sharing activity. Authentication uses two-step sign-in with an email-based six-digit code, and credentials are stored encrypted in a vault inaccessible to administrators.

Reports are produced as finished A4 documents and exported as branded PDFs, Excel files, or CSV files, incorporating the organisation's logo and colour scheme. Business data is not copied into the vendor's database and is not used to train any model. Custom business context, including organisation-specific terms and rules, is applied to every query, keeping outputs aligned with internal definitions. Report AI 365 targets sales, finance, and inventory use cases, among others, and is suited to any business that needs self-service reporting from Microsoft-stack data without manual report-building overhead.