Get financial reports on demand with a cost categories structure and AI

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Nowadays, teams can interact with their data directly through chat, agents, prompts, making, in this context, project management activities smarter, faster, and more conversational.

And to get those relevant and important results, it's important to establish a structure, that helps the machine to return the expected results. 

By tagging costs in Jira using categories like design, development, QA, or whatever the pattern you want to establish to tags your costs, it will provide that necessary structure we're looking for.

This will bring as a benefit, transparency, spotting trends, and the ability to forecast better. Which besides of tagging your budgets costs as CAPEX, OPEX, Direct, and Indirect, you will be able to see exactly where money is going.

That's great, but how to get financial reports on demand in Jira?

With the help of Rovo and its agents. In this case, with the use of Budgety, helping you to control, categorize, and track costs and expenses against planned budgets, transforming that static data into real-time, interactive reports, natively and also using the advanced functions as a Rovo Agent without configuring extra Jira Dashboards.

Among the on demand reports you'll find:

The native budget progression:

The pie chart categorizing budget costs:

Cost analysis on cost tipologies:

The cumulative monthly cost analysis

There are more! Imagine getting all this information by chat, allowing you to go faster and acting in a more effective manner.

By asking questions such as the following, you will avoid pulling data manually from Jira or wrangling spreadsheets.

•    "How much have we spent this month?"
•    "Show me a breakdown of costs by category."
•    "What’s our budget status on Project X?"

The new era of budgeting: Do it smarter, not harder

Discover how to start structuring and categorizing your cost data leading to smarter decisions, better forecasting, and cleaner reporting. Try Budgety from the Atlassian Marketplace, and read the full article, here.