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Finance Automation

Automate Reporting for Finance

Save hours every week on reporting. Automate the repetitive work so you can focus on your finance business.

Instant
Report creation
vs hours manual
Real-time
Data freshness
always current
15 hrs/week
Analyst time saved
on report building

Why finance professionals struggle with reporting

Manual reporting is time-consuming

Finance professionals spend hours on reporting that could be automated. That's time away from high-value work.

Inconsistent results

Without automation, reporting quality varies based on who's doing it and how busy they are.

Scaling is impossible

You can't grow your finance business if you're stuck doing reporting manually.

How to automate financial reporting without the manual work

  • Works with the tools you already use: QuickBooks, Xero, NetSuite
  • Set up in 15 minutes, not days
  • Runs 24/7 without supervision
  • Handles the routine work so you can focus on finance-specific expertise

Automation that works while you focus on finance

How it works

Set up in 15 minutes. No coding required.

1

Connect your tools

Link your QuickBooks and other tools in a few clicks. No coding required.

2

Set your preferences

Tell us how you want to automate reporting. Use plain English, not complicated rules.

3

Let it run

Your reporting automates automatically, 24/7. You get notified when something needs your attention.

Frequently asked questions

Everything you need to know about reporting automation

Ready to automate reporting automatically?

Join thousands of finance professionals who save hours every week.

No credit card required. 100 free actions.