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Professional reports from your documents. In your brand, on your template.
Send us the PDFs, spreadsheets and scans. We turn them into a polished report that looks like your firm made it, and a person checks every number before it reaches you.
What you get
Every report looks like your best one.
Your template, exactly
Your layout, fonts, colors, logo and section order. Send a template or a past report you like, and every new report matches it.
From any documents
PDFs, Word, Excel, scans, photos, emails and software exports. Mixed and messy sets are normal. We sort and read them for you.
Tables and charts built in
Figures are pulled into clean tables and charts in your style, with totals and period-over-period changes calculated.
Every number traceable
Each figure links back to the page or cell it came from, so you can check any line in seconds.
Checked by a person
A person compares the report with the sources before it reaches you. You approve before it reaches your client.
Word and PDF
An editable Word file for last changes and a final PDF ready to send. PowerPoint on request.
Report types
Reports we assemble for firms like yours.
- Law firms
Case status reports for clients, matter summaries, due diligence summaries, document review digests.
Law firms → - Accounting firms
Monthly management reports, year-end packs, tax organizer summaries, client advisory reports.
Accounting → - Education
Student progress reports, parent updates, term summaries, enrollment and attendance reports.
Education → - Operations teams
Weekly KPI reports, board and investor updates, vendor and project status reports.
Operations →
How it works
From a folder of documents to a finished report.
Send the template
In your project room: your template or a past report, and a sample set of documents.
Approve a sample
We assemble one report and adjust it until it reads and looks the way you want.
Send documents
Upload new documents whenever you need a report. Recurring reports can run on a schedule.
Get the report
Checked by a person, in Word and PDF, with every number linked to its source.
Safeguards
Your clients’ documents stay confidential
Reports often contain the most sensitive data a firm holds. We treat it that way.
- A person checks every report against the source documents before it goes to you.
- We work in accounts you own and ask for the least access needed.
- Working copies are deleted when the report is delivered.
- We never sell your data or use it to train AI models.
- If a figure is unclear or missing, we ask instead of guessing.
What documents can you work from?
PDFs, Word files, spreadsheets, scans and photos of paper documents, emails and exports from your software. Mixed sets are normal. If something is unreadable, we flag it instead of guessing.
We already have a report template. Can you use it?
Yes, that is the usual starting point. Send us your Word or PowerPoint template or a past report you like. We match the layout, fonts, colors, logo and wording, and the report comes out the same way every time.
We do not have a template yet. What then?
We design one with you from your brand: logo, colors and fonts. You approve a sample report before anything is produced for clients.
How do you make sure the numbers are right?
Every figure in the report links back to the page or cell it came from. A person checks the report against the sources before it reaches you, and you approve before it reaches your client.
Is our clients’ data safe?
We work in accounts you own, with the least access needed, and we delete working copies when the report is done. We never sell data or use it to train AI models. See the data protection page.
Is it one report or a recurring process?
Both. We can produce a single report, or set up a process so monthly or quarterly reports are assembled automatically from new documents and only need a final review.
How much does it cost?
A fixed price, in writing, after we look at your documents and template in your project room. Recurring reports have a fixed monthly fee.
Send us the documents. Get back a report you are proud to sign.
Open a project room, attach your template and a sample set of documents. We send a sample report and a fixed price, in writing. No calls, no obligation.