Recurring reports,
on autopilot
Board packs, client updates, financial summaries, and team status reports. Set up once and deliver polished reports on schedule — free, no signup required.
4 tools. Automated reporting.
Stop writing the same report every week. Set it up once, and it delivers itself.
Automated Weekly Team Update
Generate polished weekly team status updates in minutes. Cover wins, blockers, metrics, and next-week priorities — then schedule automatic delivery.
Open toolAutomated Client Status Report
Generate branded client status reports on a recurring schedule. Cover milestones, KPIs, risks, and next steps — shared automatically via a secure link.
Open toolAutomated Monthly Financial Report
Generate professional monthly financial reports with revenue, expenses, and variance analysis on a recurring schedule.
Open toolAutomated Board Pack Generator
Generate professional board packs on a recurring schedule. Combine financial summaries, KPIs, strategic updates, and risk registers.
Open toolWorks alongside your existing tools
Professional-grade templates
Ready in minutes
Automated delivery
Set it and forget it
Automate your first report — free, no signup
Pick a template, connect your data, and set a schedule. Upgrade anytime for team features, custom branding, and integrations.
Set and forget
Schedule once, reports deliver automatically
PDF & link sharing
Download or share via a secure view URL
Custom branding
Your logo, colors, and layout on every report
KPI dashboards
Built-in metrics and variance analysis