Client Reports AI
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About
Client Reports AI is a platform designed for professional service firms that automates the creation of client reports from uploaded client documents, providing an AI Copilot to generate various reports such as Business Plans and Valuation Reports. The tool streamlines the reporting process, automating structure and content generation while allowing for customization and export to Microsoft Word. This enhances efficiency, accuracy, and compliance, making it suitable for diverse industries.
Platform
Features
• customizable templates
• automated report generation
• real-time data processing capabilities
• accuracy and compliance handling
• 3-shot content generation approach
• export to microsoft word
• client data room integration
FAQs
What types of reports can be generated?
You can generate Business Plans, Company Valuation Reports, Diligence Reports, and Investor Reports.
Is there a free trial available?
Yes, the tool offers a free trial to explore its features.
Can I export reports to Word?
Yes, generated reports can be exported to Microsoft Word for final review.
Who can benefit from this tool?
Professional service firms, accounting firms, IT services, and any business needing client reports can benefit.
Pricing Plans
Free Trial
Free Plan• Access to all basic features
• Generate a limited number of reports
• Overview of client reporting capabilities
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