All tools · Client Report Builder
CRB
Client Report Builder
Reports and documents made for you
Client reports and documents built from a template, so you're not formatting the same thing by hand every time.
What you give us
- Your website address
- A few quick questions, about five minutes
What you get back
- Template library
- Batch rendering
Also comes inside these plans
Insights System
Decisions with evidence, not dashboards nobody opens.
See what’s includedOperations SystemYour recurring processes run themselves. You only see the exceptions.
See what’s includedWhat you get
- Template library
- Batch rendering
How it gets done (without you)
- Collect connected data sources
- Compose report spec (What/So what/Now what)
- Render PDF/HTML
- QA (no placeholders, sources cited)
- A real person on our team checks and approves
- Email + portal
- Record
- Schedule next period
Your time required: a quick look at the result before it goes live. Billing: monthly, cancel anytime. Usage included.
Plans
Report factory
$279/month
- Real people on call, fast fixes, and anything new is quoted first, never billed by surprise.
Month to month, cancel anytime. No usage bills, no surprise invoices. Annual: two months free. Setup fees refundable until you approve the work. Terms.
We can set it up with you, do all of it for you, or build a version around how you work.
Request implementationfrom $279/mo, cancel anytime, a human checks every result