Client Reports

What is Client Reports?

Client Reports is a platform designed for professional service firms, offering a unique client data room to upload and utilize client documents. With a seamless 3-shot approach, the tool automatically generates Client Reports, including business plans, company valuations, diligence reports, and investor reports, all exportable to Microsoft Word documents. These Client Reports provide insights and information on a client's business activities, projects, and key performance indicators. Client Reports are commonly used by businesses, agencies, consultants, and service providers to update clients on project status and deliverables, making them an essential tool in various sectors such as finance, accounting, legal, construction, retail, healthcare, and more.

Key features

Client Reports core features and benefits include the following:

• Unique client data room for uploading and utilizing client documents.
• Automatic generation of Client Reports including business plans, company valuations, diligence reports, and investor reports.
• Exportability of reports to Microsoft Word documents.
• Insights and information on client's business activities, projects, and key performance indicators.
• Applicability in various sectors such as finance, accounting, legal, construction, retail, and healthcare.

Use cases & applications

• Generate detailed business plans tailored to each client, including financial projections and strategic roadmap, with Client Reports' automatic report generation feature, saving time and effort for consultancy firms and financial advisors.
• Produce company valuations for mergers and acquisitions by uploading financial statements and key company data to Client Reports, allowing investment bankers and consultants to create accurate valuation reports for their clients.
• Create due diligence reports by securely uploading and organizing sensitive client documents in the client data room provided by Client Reports, streamlining the due diligence process for legal firms and corporate consultants.