Client Reports

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The fastest way to create client reports - never start a report with a blank page again! By securely uploading client documents to seed the AI, our platform comprehends all your clients. The platform then generates initial drafts of client reports, including Business Plans, Company Valuation Reports, Diligence Reports, Investor Reports, etc. and exports them to Microsoft Word documents. How to create a Client Report in 4 simple steps. 1. Add client information by securely uploading documents to the unique client data room to seed the platform with client specific information. 2. Select a client template, either by loading an existing report template or generate your own template using the platforms Generative AI. 3. Generate a first draft for review, using the generative AI and then edit each section and if required regenerate the text for one or more sections. 4. Export to Word or copy & paste to any other application once you are satisfied with the client report.