AI CFO Narrative, Branded PDF Export & Batch Statements
This article covers three features that sit on top of individual reports rather than being reports themselves: the AI CFO narrative panel, the branded PDF export, and the Generate Statements batch...
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This article covers three features that sit on top of individual reports rather than being reports themselves: the AI CFO narrative panel, the branded PDF export, and the Generate Statements batch tool.
1. AI CFO Narrative
Plan: PREMIUM only.
On applicable reports, a panel appears in the top-right corner labelled AI CFO. When you open or refresh the report, the panel generates a plain-English narrative that explains the numbers and the operating story behind them, what drove the variances, what looks unusual, and what the period results mean in context.
How it works:
- The narrative is generated at most once per day per report. If you open the same report multiple times in a day, you will see the same narrative until the next daily refresh.
- The panel shows a generating state with a progress indicator while the narrative is being produced, and then displays the finished text.
- Board members receive a calm, transparency-focused narrative that presents findings without alarm language. PMs and staff receive a more direct version that surfaces alerts and anomalies clearly.
- You can give a thumbs up or thumbs down on the narrative, and optionally leave a short comment. This feedback is used to improve future narratives.
If you are not on PREMIUM: The AI CFO panel shows an upsell prompt in place of the narrative. The rest of the report functions normally.
Panel states at a glance:
| State | What you see |
|---|---|
| Idle | "Generate narrative" button |
| Generating | Spinner with estimated time |
| Narrative ready | Plain-English analysis with thumbs up/down |
| Throttled (already generated today) | Cached narrative + "Last generated" timestamp |
| Figures only (no narrative yet) | Report data loads; panel prompts you to generate |
| Non-PREMIUM | Upsell prompt |
Caption: AI CFO panel states, idle, generating, narrative ready, throttled, figures-only, and non-PREMIUM upsell.
2. Branded PDF Export
Every report has an Export PDF button in the top toolbar. Clicking it produces a branded PDF using a standardized letterhead that carries both the property's branding and the management company's branding.
What the PDF includes:
- Header on every page: property logo (or initials-avatar fallback when no logo is uploaded), management company logo, property name, report name, and date range.
- Footer on every page: page number and generation timestamp.
- AI CFO narrative embedded at the top of the first page when a narrative exists for the current day. If no narrative has been generated yet, the PDF exports without one.
- Report content: the same data shown on screen, formatted for print.
Portrait vs landscape: The PDF format is chosen automatically based on the report's width.
- Narrow reports (most financial statements, reserve fund, cash flow, service ticket summary) export as portrait.
- Wide reports with many columns (Budget vs Actual matrix, multi-month comparisons) export as landscape so the full column set fits on the page.
Logo fallback: If no logo has been uploaded for the property or management company, URBI renders a circle with initials (e.g., "MB" for "Maple Building"). The PDF still looks clean and professional.
Caption: Branded portrait PDF, property and management company branding in the header, page numbers in the footer, AI narrative at the top.
Caption: Landscape monthly PDF, wide account matrices export landscape with headers repeated on every page.
PDF states:
- PDF ready, the download link appears immediately after generation completes.
- PDF failed, an error banner appears with a retry option. The report data is still available on screen.
3. Generate Statements (Batch)
The Generate Statements button appears at the bottom of the Reports sidebar. It produces per-billing-account statement PDFs for a date range you specify, then bundles all of them into a single downloadable ZIP file.
When to use it: End-of-month or end-of-year owner/tenant statement runs, or any time you need to distribute individualized financial summaries to multiple billing accounts at once.
How to use it:
- Select a single property in the property picker at the top. Generate Statements is disabled in "All Properties" mode, you must pick one property before the button becomes active.
- Click Generate Statements in the sidebar footer.
- In the modal, choose the date range for the statements.
- Click Generate. A progress indicator appears while the PDFs are being created.
- When complete, a Download ZIP button appears. The ZIP contains one PDF per billing account.
If you are in "All Properties" view, the Generate Statements button is greyed out with a tooltip explaining that you need to select a specific property first.
Caption: Generate Statements batch modal, date range picker, progress indicator, and ZIP download on completion.