Clara, the Performance Reporting agent
OneFinance/Performance Reporting agent

Clara

Performance Reporting agent

Know exactly where your business stands — today, not last quarter.

Real-time financial statements, a Health Score benchmarked against your peers, and AI-narrated monthly reports that make your numbers as clear as your product roadmap.

The problem we solve

Business owners look at their bank balance and think that's their financial position. They have limited visibility on their financial data and can't always read or analyse it. They can't answer 'am I profitable this month?' without calling their accountant and waiting a week. They can't compare themselves to similar businesses. They don't know which metrics matter.

What Clara does

Generates real-time financial statements (P&L, Balance Sheet, Cash Flow, Trial Balance) from the Books agent's data or your ERP
Computes a Health Score (0–100) benchmarked against similar companies by industry and size
Tracks KPIs: gross margin, OPEX ratio, DSO, DPO, current ratio, burn rate
Generates insights based on your performance and against peers
Produces automated monthly reports with variance analysis and AI narrative commentary

Clara's view

Clara — Performance Reporting screen

Why it matters

Real-time
P&L, Balance Sheet, and Cash Flow — no waiting on month-end
0–100
Health Score, benchmarked against similar SMEs every month
Zero
manual effort to produce a board-ready monthly report

Walk into a bank meeting with a Health Score and benchmarks. Get a board pack that took zero manual effort to produce. Know your numbers as well as your product roadmap.

Where Clara fits

Clara is one of six AI specialist agents in OneFinance — the agentic network developed by Daira's finance and AI experts, orchestrated by Dariel.

Ready to put Clara to work?

Book a demo and see how this agent fits into your finance operations.