Reports that used to take hours.
Done in seconds.
The Report Generator turns your clean financial data into professional, board-ready financial packages — with narrative summaries, variance analysis, and custom branding. Automatically, every month.
What gets generated
Monthly Financial Package
P&L, Balance Sheet, Cash Flow, and KPI summary compiled and formatted automatically.
Executive Narrative
Plain-English summary of the month — what happened, why, and what to watch.
Variance Commentary
Auto-generated explanation of actual vs budget differences for every major line item.
Custom Branding
Reports formatted with your logo and brand colors — ready to send to investors as-is.
Shareable Live Links
Share a secure link to a live dashboard instead of a static PDF that goes stale instantly.
Auto-Delivered
Reports delivered to your inbox and your investors' on a schedule you set.
Reports your investors will actually read.
Join the waitlist for the AI Report Generator — launching soon.
Join the Waitlist