How It Works

From raw ledger to board-ready narrative in three steps

Engerman connects to your accounting system, analyzes variances against budget and prior periods, and generates a fully cited memo — ready for controller review.

Three-step workflow

Connect Your Data

Export your general ledger, trial balance, and budget from QuickBooks, Xero, or NetSuite. Upload via our secure portal or connect directly through API integration.

  • Supported: QuickBooks Online, Xero, NetSuite, Sage Intacct
  • File formats: CSV, Excel, or direct API sync
  • Read-only access — we never write back to your systems
  • Injection scanning on all uploaded data

Generate Narratives

Our AI analyzes revenue, expense, and headcount variances against budget and prior periods. It generates a structured board memo with executive summary, variance detail, risks, and recommended actions.

  • Revenue, COGS, OpEx, and headcount variance analysis
  • Every claim cites source data from your GL export
  • When evidence is missing, the system flags uncertainty — it doesn’t guess
  • Checkpoint ID ties output to exact source data for reproducibility

Review & Approve

Every memo goes through QA review before delivery. Your controller reviews, requests changes, or approves — maintaining the human-in-the-loop standard your board expects.

  • Automated QA checks: completeness, citation validity, formatting
  • Controller review with inline annotation capability
  • Full approval trail: timestamps, reviewer IDs, change history
  • Delivered via secure portal with PDF export

Getting Started

Integration checklist

Everything you need to begin your pilot

  • General ledger export (current period)
  • Budget or forecast for comparison
  • Prior period data (for trend analysis)
  • Chart of accounts mapping
  • Designated controller/reviewer
  • 20-minute onboarding call

Pipeline

What goes in, what comes out

Input

  • GL export
  • Budget spreadsheet
  • Prior period
  • COA template

Output

  • Executive summary
  • Revenue variance detail
  • Expense variance detail
  • Headcount analysis
  • Risk flags
  • Recommended actions
  • Full data provenance
  • Approval trail

Ready to see it work with your data?

See Sample Output Book Evaluation