Prepare executive‑ready financial documents from insight to delivery

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Acrobat Studio helps finance teams move faster through financial reporting, without compromising accuracy, trust, or control. Strategic decisions are often stalled by scattered reports, buried insights, and manual reporting. Finance teams spend days reconciling conflicting budget versions, digging through massive spreadsheets, and rebuilding QBR or Board Decks every reporting cycle. Let’s start with a common finance reporting scenario. A finance leader is preparing a quarterly update for executives and the board of directors. She needs to review past performances, understand forecast changes, validate vendor spend, and ensure supporting documentation is ready for audit or leadership review. Within Acrobat Studio, I’ll start by creating a PDF space to consolidate all the source information. A secure, centralized workspace where the team can curate files, notes, and more. Creating a governed source of truth or conversational hub. I can add just about any document format, up to 100 files, so nothing critical gets left out when preparing for leadership review. I’ll add in these PDF financial reports, Microsoft Excel performance data spreadsheets, and prior board presentations. I can include files from my computer or our organization’s OneDrive or Google Drive. And I discovered a recent interview with our CEO on the web that has some key information. No problem, I can include web links in my PDF space. Acrobat AI Assistant instantly gives me a summary, no prompt required, of key details about Bodea, driving growth in the AI era, along with suggested next steps including these insights. Every point includes clickable citations so I can validate the source from my curated information and not from somewhere else and dive deeper into the original content as needed. I can go deeper by telling the AI Assistant what to focus on. I can select from a list of pre-built AI Assistants, Analyst, Entertainer, Instructor, each with a description of how it will look at the collected information. Or I can create my own AI Assistant, tailored to help me just like an actual finance assistant that understands organizational goals and helps surface tradeoffs and risks. When I select Save and Apply, AI Assistant reassesses all the information in the source materials looking at it from the viewpoint of my assistant and then provides an updated summary and new insights aligned to that assistant. Instead of reviewing documents line by line or searching across this collection of data, I can ask AI Assistant to quickly identify key drivers, anomalies, and changes that impact performance. AI Assistants help surface business drivers across documents with AI-backed, traceable evidence so insights are fast, defensible, and ready to support decisions. This is good information, which I can now save as a note. Adding comments is simple. Here’s a great insight. I’ll select a footnote or citation to jump to where this information came from. And I have common tools here, sticky note, highlighter, drawing tool, to add my feedback.

I can use AI Assistant to summarize this PDF space into a dynamic, podcast-style audio summary to get insights and make it easy for anyone to listen to it while they’re on the train, at the gym, or on the go. AI Assistant delivers a two-way, two-voice, conversational synopsis of the content.

AI Assistant is available wherever you access Acrobat. On your computer, on your phone, in your favorite browser, and in apps like Microsoft Teams and Google Drive.

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I can securely share this PDF space leveraging role-based access in Acrobat Studio. I can assign Contributor, Reviewer, or Read-Only roles to control how teammates engage with specific content and keep collaboration focused.

I’ll add in my team members and assign them a Contributor role. Everyone I share with can see, access, and comment on the documents I’ve included. I can share my notes and add their own, listen to the podcasts, and have access to that specialized AI assistant to ask their own questions.

Let’s see the experience of my team member, Gloria. She receives an email with the invite and sees the same PDF space I created. She can start by listening to the podcast to get an overview of what’s already included. Exactly. First up, we have Bodea Systems, a global tech leader powering the AI revolution with the AI community and cloud infrastructure. Their recent Q1 fiscal 2026 earnings show strong growth, but with some caution from their CEO about the AI boom. Right, Conrad Sims, their chairman and CEO, gave some pretty good news. She can leave comments directly on documents so no conversations fall through the cracks.

She also adds a new file, Q4-FY25 Quarterly Financial Review, that she’s been working on to augment the materials. And she can also chat with the PDF space, leveraging the customized AI assistant to keep the conversations focused. Create a graph comparing Retail X and Tech X key insights tailored for executive audience.

And save that as a note for the rest of the team to see. Back to my computer, I can see the information Gloria added plus more from the rest of the team. I can see a comment here from Akira.

Looks like she used the drawing tool.

And one on the Q1 earnings slides from Daniel.

There’s two notes now, my original one plus a new one from Daniel with a link to an update from an analyst that follows Bodea. Leveraging a PDF space for this project ensures all collaboration is in one place. No endless email threads or version control nightmares. And there’s no loss of context or control. Sharing includes who can access the PDF space and what can they do with it. Access includes a public link, only users in your organization, and specific people. There are three role-based options. View Only, Reviewer, and Collaborator. You can change options at any time and include different roles in the same PDF space. Here I’ve shared this PDF space with everyone in my organization as a reviewer and Gloria Berry as a collaborator.

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With Generate Presentation, Acrobat Studio transforms validated insights and documents into a compelling narrative and polished on-brand executive presentation in minutes. No design support required. So let’s start with a prompt to let AI assistant know our goal.

Generate a presentation summarizing key financial metrics, performance highlights, risks, and recommendations. Additionally, include a table comparing performance of Retail X and Tech X. I have options to fine-tune the settings from adjusting the length of the presentation to selecting a target audience, which is customizable, senior leadership and the board of directors, and the level of detail. Here’s where I select a template designed in Adobe Express to ensure I’m using my organization’s logo, colors, and fonts to follow our brand guidelines. I can then review the intelligent outline based on our content and tweak as needed, rearranging slides, or adding additional information.

Acrobat Studio, powered by Adobe Express, then generates a new presentation in the selected template, which I can see and edit. These slides look great. The key information is included.

I’d like some help rewriting this paragraph. An AI assistant helps me. I can choose from the suggested edit types and tone and pick from the options.

I would like to add a slide on next steps. So I’ll select add a new page, add my outline, and AI assistant generates the slide for me. I shared this presentation with colleagues who can co-edit at the same time. Let’s change up this image to an office complex for the board’s visit. I’ll select replace and instead of looking around the internet for an image, I can choose from over 280 million commercially safe assets, photos, videos, and more for my presentation. I love that Express also has an AI assistant. I’ll switch to AI assistant mode in Adobe Express and can simply type the changes that I want to make to the presentation. Replace this background with a brick wall to look more like our offices. It understands all the elements on the slide and understands the changes it needs to make. I think I’m ready to share this presentation with my leadership. I’ll download it as an accessible PDF and then protect it from editing using Acrobat. I’ll ask AI assistant, protect this PDF. I enter my password and selecting the lock allows me to see that unless you have the password you cannot edit this financial information. I want to show you that your organization can create a set of templates in Adobe Express to match your brand, your logo, your colors, your fonts. For example, I have a set of brand templates created here for Bodea. So a non-creative like me can spend less time formatting and more time on what matters.