Financial advisers
Client reports drafted from statements and valuations, review meetings prepared, admin cleared.
Works with Google Sheets · Excel · Xero
Automated reporting, drafted by AI and checked by you.
We build automated reporting for UK small businesses: weekly, management and client reports are drafted from the data you already have, in your format, ready for you to check and send.
Today
of 4 done
- Figures pulled from your sheets
- Totals cross checked
- Report drafted in your template
- Ready for your review
Before and after
From copying numbers on Friday to checking a finished draft.
Before17:00 · Not done
- Friday afternoon goes on copying numbers between spreadsheets.
- Each client report is rebuilt from last month’s version.
- Figures get retyped, so mistakes creep in.
- Reports go out late because they are always the last job of the week.
After17:00 · Done
- Figures are pulled from your systems and cross checked automatically.
- A draft lands in your template with the commentary written.
- Anything unusual is flagged for you to look at before it goes out.
- You check, edit and send. The report is done before the week ends.
What stays with you. Every report is reviewed by a person before it is sent. The AI drafts, flags and formats; you decide what goes out.
How it works
How the workflow runs.
We build it inside the tools you already use, test it on real work, then switch it on.
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Data comes in from your tools.
Spreadsheets, accounts software, CRM or uploaded documents are read and the figures extracted, with currencies and dates aligned.
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Totals are checked, the draft is written.
Figures are cross checked against the source, gaps are flagged, and a draft is written in your structure and tone.
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You approve it, then it goes.
You get a draft to check with flagged items marked. Edit anything, approve it, then download or send it.
Works with
- Google Sheets
- Excel
- Xero
- QuickBooks
- HubSpot
- Google Analytics
- Word
Using something else? If a tool can send email or connect to other apps, we can usually work with it. We confirm on your audit call.
Proof · Report generator
A client report, drafted in under a minute.
We built this report generator for a UK wealth management firm. Advisers upload a client’s statements and valuations, choose the report, and get a draft in the firm’s house style, ready to check and download as Word.
Drafts stay under review until a team member approves them, so nothing reaches a client unchecked.
By industry
Where it pays off.
Automated reporting works for most small businesses. Here is how it fits these industries.
Accountants
Records chased, client queries triaged, deadline reminders sent and report commentary drafted.
Agencies
Client reports drafted, timesheets and approvals chased, onboarding run and proposals drafted.
Hours calculator
How many hours go on reports?
Count everyone who pulls figures together or writes up reports. The starting figures are only an example.
People who do admin in a normal week
Each week: chasing, copying, sorting, replying
Wages plus employer costs, in pounds
Assumes a workflow takes on 40% of that admin, over 46 working weeks a year. Your audit gives you the real figure.
Hours back per week
4.8hrs
About 0.6 working days, every week
Hours back per year
221hrs
Value per year
£5,530
Not ready for a call? Send us your numbers on WhatsApp.
Send my numbers on WhatsAppYour figures are filled in for you. Nothing is sent until you press send.
FAQ
Automated reporting: straight answers.
Anything else, ask on the call or message us on WhatsApp.
What is automated reporting?
It means the routine work of a report, pulling figures, checking totals and writing the first draft, is done by a workflow. A person still reviews and approves it before it is sent.
Can AI write client reports accurately?
AI is good at drafting from figures it has been given and poor at guessing. So our workflows extract and cross check the figures first, flag anything missing, and keep every draft under review until a person approves it.
Will the reports match our existing format?
Yes. We build the draft around your own template, structure and house style, and export to Word or PDF, so nothing changes for the people who read them.
Is this an AI report generator we log into?
It can be a simple internal tool, like the one in the recording, or it can run inside the tools you already use. We recommend whichever means less change for your team.
How much does it cost?
The audit is free, and so is the 90 day pilot. Before we build, we agree an hours target and the monthly price in writing. If the workflow hits the target by day 90, it stays on at that price. If it doesn’t, you owe nothing.
17:00 · Done
Your evenings start at five.
Book a free 30 minute workflow audit. You leave with your top three workflows and the hours each would give back, in writing.
Book a free audit