ApeX 3.0 · Reports

200+ templates. AI insights. Zero Excel.

Executive dashboards and custom reports with AI-generated insights, drill-down to transaction level, and scheduled WhatsApp delivery.

No waiting on the accountant, no Excel exports. Just live, shareable intelligence the moment you need it.

200+
Templates
AI
Insights
1-click
Drill-down

200+ built-in report templates across financial, sales, inventory, and HR

AI-generated insights that surface anomalies and trends automatically

Custom report builder with drag-and-drop dimensions and measures

Scheduled delivery via email and WhatsApp to stakeholders

Drill-down from summary to transaction level on any figure

Executive dashboards — P&L, balance sheet, cash flow, branch performance — live

Export to Excel, PDF, and CSV with formatting preserved

Role-based report access so each stakeholder sees only what they need

Built for every role

CEO

Executive dashboards live — no waiting for the accountant to email a PDF.

Finance Manager

Custom report builder for the one-off question — no Excel export needed.

Branch Manager

See your branch performance drilled down to the transaction level.

Board Member

Scheduled reports delivered to WhatsApp — stay informed without logging in.

Why it matters

AI insights don’t just summarize — they flag anomalies a human would miss.

Drill-down to transaction level means every number on a report is verifiable in one click.

Scheduled WhatsApp delivery means stakeholders get insights where they already are — not buried in email.

See it in action

Executive Dashboard — P&L, cash flow, branch performance

Screenshot coming soon

Custom Report Builder — dimensions, measures, filters

Screenshot coming soon

AI Insights — anomaly detection, trend highlights

Screenshot coming soon

Scheduled Delivery — email + WhatsApp, recipient list

Screenshot coming soon