Reporting workflow
Monthly Client Reports
Branded monthly performance reports auto-generated from your tools — your clients get them on the 5th, every month.
The problem we solve
Month-end is two days of report-building hell. Pull data from analytics, ads, CRM, accounting. Format it. Write commentary. Make it look branded. Send to each client. By the time you finish, half the month is gone and the data is already stale.
How it works
On the 1st of each month, our automation pulls performance data from every tool you use — Google Analytics, Meta Ads, HubSpot, Xero, whatever's relevant per client. AI generates the narrative commentary alongside the numbers, in your voice.
A branded PDF is created (your logo, your fonts, your colors) and a personalised cover email drafted. By the 5th, every client has their report. You spend 30 minutes reviewing instead of 2 days building.
What changes when you have this
Before
- ·2 days of monthly report-building
- ·Reports go out late
- ·Quality varies depending on how tired you are
- ·Manual data pulls miss things
After
- Reports auto-generated by the 5th
- Same quality every month
- 30 minutes review vs 2 days of building
- Team freed for higher-value work
Tools we integrate
Use a different tool? If it has an API, we can connect it.
Best for
- Agencies with monthly retainer clients expecting reports
- Accounting firms producing monthly management accounts
- Consultancies with ongoing performance reviews
Industries
Want this running in your business?
Book a free 30-minute discovery call. We'll see if this workflow fits your stack — and quote properly if it's a match.
Book a discovery call