Client Reports

Client Reports Hero
Client Reports is a reporting software which uses AI to auto-generate

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
    android icon
  • iOS
    ios icon

Accounting Platforms

    N/A

Integrations

  • Excel

  • Excel Online

Geographies Served

  • All other countries in Europe

  • United Kingdom

  • USA

  • Worldwide

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.

Visit Client Reports

Some details on this page are subject to change. If you see something wrong please contact us here.

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