The problem
Reporting means exporting, pasting and formatting. So it happens late, or not at all.
01Month-end takes days
02Investor updates get skipped
03Numbers in decks go stale
What you get
Reports you would otherwise build on a Sunday
Pages and slides
A shareable page, or a deck you can download as PowerPoint or PDF.
Live numbers
Charts update when the data does, until you freeze a version.
Templates
Month-end, investor update, board pack, client report.
Charts in chat
Any question can come back as a chart.
Scheduled
Every first Monday, in your inbox.
Share safely
A link with view-only access, or export.
Try asking
Questions you can ask, answered from your data
Make a board deck for Q3
12 slides: revenue vs goal, pipeline by source, margin by offering, runway, risks. Want me to add the hire plan?