Client Reports
About this App
Generate accurate and tailored client reports using our AI. Includes reports for; Business Valuation, Performance, Audit, Financial, Status, Investment, Progress, Business Plans and many more.
Our platform generates your client reports, and by understanding your clients, it creates reports that are unique for each one of your clients. Never start a client report with a blank page again!
Includes reports for: Business Valuation, Performance, Audit, Financial, Status, Investment, Progress, Business Plans and many more. The built-in template creator, allows any client report template to be generated and then saved.
Cost (from)
£20/month
Free Practice Subscription
Trial
Try free for 7-days
Partner Program
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
N/A
Integrations
3PL Worldwide
Excel
Excel Online
Geographies Served
All other countries in Europe
United Kingdom
USA
Worldwide
Industries
App features per category
Accountant Tools
Our platform generates your client reports, and by understanding your clients, it creates reports that are unique for each one of your clients. Never start a client report with a blank page again!
Includes reports for: Business Valuation, Performance, Audit, Financial, Status, Investment, Progress, Business Plans and many more. The built-in template creator, allows any client report template to be generated and then saved.
Document Management
Store your client documents to their own Virtual Data Room and use the data for producing Client Reports
Reporting & Dashboards
Our platform generates your client reports, and by understanding your clients, it creates reports that are unique for each one of your clients. Never start a client report with a blank page again!
Includes reports for: Business Valuation, Performance, Audit, Financial, Status, Investment, Progress, Business Plans and many more. The built-in template creator, allows any client report template to be generated and then saved.
Our Client Centric Copilot includes templates for most common Client Reports, as well as allowing “any client report” to be generated and then saved using our unique 3-shot approach to client report creation.
Some details on this page are subject to change. If you see something wrong please contact us here.
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