More Than a Milestone: Martus Launches ReportBuilder Assistant and Reaches 1,000 Customers

At our inaugural Martus Momentum event—held just ahead of the Sage Future conference—we took the stage with two exciting announcements that signal a new era for our platform and our community.

First, we introduced ReportBuilder Assistant, a brand-new AI-enabled feature that brings the power of natural language and machine learning into the hands of financial professionals. This new tool simplifies the reporting process by allowing users to create customized financial reports using plain, everyday language.

Second, we celebrated a major growth milestone: welcoming our 1,000th customer. It’s a proud moment for our team—and a reflection of the trust so many nonprofits and SMBs have placed in Martus as their budgeting and reporting solution.

A New Way to Build Reports—Faster, Smarter, and More Intuitively

Financial reporting is critical—but often time-consuming. With ReportBuilder Assistant, we’re removing friction and making the process more accessible for users across all skill levels.

Instead of navigating complex menus or building reports from scratch, users can now describe what they want to see.

The assistant uses OpenAI’s large language models to parse your request and return a ready-to-use report. It’s a flexible, conversational experience—no scripting or formulas required. Once created, reports can be saved, reused, and refined over time.

Thoughtful Innovation With User Impact in Mind

At Martus, we approach AI differently. Rather than layering on trendy features, we focus on practical applications that support your goals without compromising on security, reliability, or ease of use.

That mission has always guided our product roadmap, and ReportBuilder Assistant is a natural next step in delivering faster insights with less effort—especially for teams that are lean, time-constrained, or juggling multiple responsibilities.

1,000 Customers and Counting

Just as we’re innovating for the future, we’re also celebrating the journey that brought us here. Reaching 1,000 customers is a major achievement, and a testament to the value Martus brings to organizations across sectors.

We’ve grown alongside our customers, listening to their feedback, learning from their challenges, and continuously improving our tools. From churches and nonprofits to museums, associations, and growing businesses, we’re proud to support so many missions with one unified purpose: helping leaders make smarter financial decisions.

Whether you’ve been with us from the early days or just joined the Martus family—thank you. You’re the reason momentum is building.