24 ways teams use Coreworks
Browse real workflows across finance, compliance, operations, and more — all powered by your data.
24 use cases
Finance
Monthly Financial Close Report
Generate period-end close reports from ERP exports with automated reconciliation and variance analysis.
Budget vs. Actual Analysis
Compare budgeted figures against actuals across departments with automated variance commentary.
Cash Flow Forecast
Build rolling cash flow forecasts from AR/AP data, bank statements, and revenue projections.
Compliance
10-Q Quarterly Filing
Draft SEC 10-Q reports from financial statements, schedules, and prior period filings.
Audit Trail Documentation
Generate complete audit documentation with source traceability for every data point.
SOX Compliance Report
Automate Sarbanes-Oxley control testing documentation and evidence collection.
Operations
Weekly Operations Report
Aggregate operational KPIs from multiple systems into a structured weekly summary.
Supply Chain Performance Report
Analyze supplier performance, lead times, and inventory levels from procurement data.
Project Status Report
Consolidate project data from PM tools into executive-ready status reports with risk flags.
Executive
Board Meeting Deck
Create quarterly board presentations from financial, product, and growth data sources.
Monthly Investor Update
Generate polished investor updates with KPIs, burn rate, milestones, and growth metrics.
Executive KPI Dashboard
Build comprehensive executive dashboards pulling from finance, sales, and operations data.
Sales & Marketing
Campaign Performance Report
Aggregate multi-channel campaign data into unified performance reports with ROI analysis.
Sales Pipeline Analysis
Analyze CRM pipeline data to produce forecast reports, conversion metrics, and deal insights.
Customer Proposal Generator
Create customer proposals from pricing sheets with SKU-level calculations and contract terms.
Insurance
Claims Evaluation Report
Generate claims reports from EHR notes, billing codes, and coverage data with cost calculations.
Underwriting Summary
Compile underwriting packages from application data, risk assessments, and actuarial tables.
Loss Ratio Analysis
Calculate and visualize loss ratios across lines of business from claims and premium data.
HR & People
Headcount & Attrition Report
Track headcount changes, attrition rates, and hiring velocity from HRIS data exports.
Compensation Benchmarking
Analyze compensation data against market benchmarks with equity and band distribution reports.
DEI Metrics Report
Generate diversity, equity, and inclusion reports from workforce demographics and survey data.
Legal
Contract Summary Report
Extract and summarize key terms, obligations, and dates from contract documents.
Litigation Status Report
Consolidate case data into status reports with timeline tracking and financial exposure summaries.
IP Portfolio Report
Generate intellectual property portfolio summaries with filing dates, status, and renewal schedules.
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