AI Financial Report Summariser

WHAT IT DOES

AI Financial Report Summariser helps finance professionals, business owners, and analysts quickly extract key insights from financial reports. Provide a financial report text or data summary, and the agent returns a concise, structured summary with four sections: Key Metrics (the most important numbers), Trends (the direction of key indicators), Highlights (positive developments), and Risks (potential concerns). The summary is clear and actionable, designed to help decision-makers understand financial performance at a glance and identify areas requiring attention.

HOW TO USE

Open the agent in BotSurf and paste your BotGentz API key once (the host stores it securely). In the input box, paste your financial report text or data summary. Press "Summarise" or use Ctrl+Enter (Cmd+Enter) to run. The agent returns a formatted financial summary with all four sections. You can also click "Use page selection" to pull selected text from the surrounding page—such as financial statements, spreadsheets, or notes—directly into the input field. Regenerate as many times as you like within your monthly limit, refining your data to get more precise summaries.

WHAT IT SENDS

The agent sends exactly the text you type into the input box—nothing else. It does not send browser history, cookies, page context, analytics, or any hidden metadata. The request fires only when you explicitly click the summarise button or press the keyboard shortcut. Usage logs record only that a request occurred and the timestamp, for billing and quota tracking; they never log the content of your financial data or the generated summary. Your financial information is not stored, shared, or used for model training. The bridge transmits a form-encoded POST payload, and the response returns directly to your panel.

SUBSCRIPTION

The agent costs $19.99 per month, with a 7-day free trial and no upfront charge. Each subscription includes 100 runs per month—sufficient for summarising multiple reports, tracking financial performance, or supporting ongoing finance operations. Unused runs do not roll over. You can cancel anytime from your BotSurf account settings. The trial converts to a paid subscription automatically unless you cancel before the seventh day. No long-term contracts, no hidden fees.

THE PANEL

The agent runs as a movable, resizable panel inside BotSurf. Drag the panel by its header to position it anywhere on screen; it snaps to the nearest edge for a tidy workspace. Click the collapse button or press the Escape key to minimize it to a small floating bubble, keeping it accessible without blocking your view. The panel remembers its position and collapsed state across sessions using the host's state API. The header shows only the title text, while the collapsed bubble displays the emoji icon for quick visual identification.

PLEASE NOTE

This agent uses a large language model to generate text based on patterns in its training data. While designed to be helpful, AI can produce inaccurate, incomplete, or misleading financial summaries. This tool provides a draft summary only and is not a substitute for professional financial analysis, accounting judgment, or investment advice. Always verify financial data and consult with qualified finance professionals for critical decisions. For specific financial decisions, consult with certified accountants or financial advisors.