Automated client reporting that writes the first draft
Figures update. Commentary drafted for you.
Prefer to talk it through? Book a call
DemandLabs
CosmeticComplyEventAnalytics
Report updatednow
September data inFigures and charts that update themselves
Each report is connected to your data, so numbers and charts are current when you open it.
- Data sources connected once
- Charts refresh on schedule
- One template per client type
Talk it through with the people who would build it
A free call with the FirmAdapt team. Bring your questions and the tools you use today.
- Client
- Harbour Dental
- Leads
- 142, up 18%
- Summary
- Search ads drove the rise
| Search ads | 86 leads |
| Social | 41 leads |
| Referrals | 15 leads |
Commentary drafted in your house style
A first draft of the commentary is written from the numbers, in your style, ready for a quick review.
- Explains what changed and why
- Your structure and tone
- You edit and approve
Sent on schedule
Approved reports go out on the same day every month, so clients stop asking where theirs is.
- Delivery date per client
- PDF or live link
- Sent from your address
Revenue was up 6% on August, mainly from the two new retainers.
Wages rose with the new hires, and cash covers just over three months of costs.
Month-end packs in less time
An accounting practice can turn around month-end packs faster, with the figures and notes prepared together.
- Management accounts assembled
- Variance notes drafted
- Review instead of rebuild
What it looks like in your business
Performance reports out on the 2nd, every month
Ads, analytics and leads come together with commentary drafted.
How we automate your client reports
Show us how it works today
On a call, we look at the reports you send, where the numbers come from and how long they take.
We connect your data and build the templates
Each data source is connected once, and your report layout and house style are set up.
25 drafts ready1st
September reportsApproved1st
19 of 25Sent2nd
All clientsYou review, reports go out
Drafts arrive ready for review, and approved reports go out on schedule.
Questions & answers
How do I automate monthly client reports?
Each report is connected to your data, so figures and charts update themselves and a first draft is ready on schedule.
Can it pull ad, analytics and sales data into one report?
Yes. Each source is connected once and combined in your report template.
Can the commentary be written automatically?
A first draft is written from the numbers in your house style, and you review it before it goes out.
What if a data connection breaks?
Broken connections are flagged before the report goes out, so clients don't see blank charts.
Does it work for accounting month-end packs?
Yes. Figures, charts and variance notes can be prepared together for review.
See how automatic reports would work for your business
Tell us where to send it and we'll record a short video demo for your business.