Repony

Teach it once. Repony prepares the report every period.

A local-first AI agent for recurring Excel or Spreadsheets reports. It runs on your computer, assembles each report, chases down missing inputs, and hands you a finished draft to approve — your data never leaves your machine.

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Repony works with the tools you already use

Repony

An agent that gets the report done — not a script that runs steps

Repony runs as an agent on your own computer. It works the recurring report end to end, chases down whatever is missing, and only comes back to you to review and approve.

Runs on your machine

A desktop agent on your Mac or PC — no cloud, no servers. Nothing is uploaded.

Chases what's missing

When a file is late or wrong, the agent pings the owner and collects it for you.

Delivers, you decide

It assembles the report and surfaces only the exceptions. You review and approve.

What this gives you
  • Less manual workRepony finds the files, checks inputs, updates the workbook, and flags exceptions. You review instead of rebuild.
  • Less key-person riskThe process stops living in one person's head. The runbook is documented, versioned, and repeatable.
  • Faster reporting cyclesNo more chasing files and rebuilding workbooks — just a clean run with clear statuses and exceptions.
  • Fewer late-stage errorsMissing files, renamed columns, and odd numbers get caught before release — not after it's sent.
  • More control than a macroA macro repeats blindly. Repony explains each run, asks before changes, and keeps a record you can audit.
With so much time spent on manual processes, the analysis part of Financial Planning and Analysis gets lost.
— FP&A practitioner
The manual pain involves tracking multiple report versions, correcting errors, and chasing data.
— Finance operations lead
Copying and pasting data into Excel spreadsheets is a tedious and error-prone process.
— Controller
94% of finance teams still use Excel in month-end close, and 50% cite Excel as a reason the close is slow.
— Industry survey · month-end close

Not a workflow builder. A reporting process engine.

Repony learns the Excel reporting process you already have, turns last period’s emails, files, forms, and workbook into a runbook, then helps you run the next cycle with reminders, validation, consolidation, and approval.

Branch Budget Collection · FY2027
Process sources detected
Budget request email14 branch managers
Branch_Budget_Input_Template.xlsx
FY2026_Budget_Consolidated.xlsx
14 returned branch files+ 3 reminders, 2 corrections
What Repony understood
  • Each branch submits one Excel file, due 5 business days after the request
  • Required sections: Revenue, Headcount, Operating Expenses, Capex
  • Finance consolidates every branch file into one master workbook
Draft runbook · Branch Budget Collection
14Expected submissions
5 daysAfter request
1 filePer branch
Each file must include
  • Revenue forecast, Headcount plan, Operating expenses, Capex requests
  • Comments for any change above the variance threshold
Validation rules detected
  • Required tabs present and totals match the branch summary tab
  • Variance above 15% requires a comment; approved template version only
Changes detected this cycle
  • South East Branch was added to the email thread this year
  • Template has a new tab: Hiring Plan
Prepared requests · 14 branches
Repony created
  • 14 branch-specific files with FY2026 history copied in
  • Formula cells locked, input cells highlighted, due date added
Subject: FY2027 Branch Budget Input Request
Hi Sarah, please complete the attached FY2027 budget input file for Region West by Friday, 12 July. Required: revenue, headcount, operating expenses, Capex, and comments for changes above 15%. Repony will check the file before consolidation and follow up if anything is missing.
Collect & validate · FY2027
11/14Received
8Approved
2Need correction
3Missing
Chasing missing files
Region Westno file received
North Branchdue yesterday
Validation findings
Region WestRevenue +17.4% — comment required
South Branchblank rows used in summary formula
FY2027 Branch Budget Collection
Workbook built — outputs
FY2027_Budget_Consolidated_Draft_v1.xlsx
FY2027_Budget_Exception_Log.pdf
Run summary
  • 10 approved · 1 with warning · 3 missing excluded
  • Total revenue +9.8%, headcount +6.1%, Capex +14.3%
Built on a fresh copy — the original master workbook was not changed, and every decision is logged.

Built for people who rebuild the same report every period

For finance, ops, and reporting teams who assemble recurring reports from Excel files, exports, and manual inputs — often where one person knows the whole process by heart.

Use Repony when

  • the same report repeats every week or month
  • the steps live in one person's head
  • inputs arrive from several people or systems
  • data is copied into a master workbook by hand
  • the report needs review before it goes out
  • you want automation without leaving Excel

Not for

  • one-off spreadsheet analysis
  • personal spreadsheets with no recurring process
  • dashboards that already pull clean data automatically
  • fully automated BI reports with no manual workflow
  • replacing Excel formulas, models, or workbook layouts

Repony doesn't replace your workbook — it automates the repeatable process around it.

Typical reports

Monthly management reports Sales by region Budget vs actual Inventory by warehouse Procurement by supplier Branch performance Client reporting packs Board & investor packs

Turn one recurring report into a repeatable runbook

Install Repony, pick one report, and build it once. It captures the runbook and helps you rerun it next period — with validation, exceptions, and approval.