Reporting
Monthly Client Snapshot
Reports delivered before clients ask for them.
The most common complaint we hear from accounting clients: 'I'm still building the same report I built last month.' We build a system that listens for QBO period close, pulls the relevant data, generates a branded PDF and a live web dashboard, and emails it to the client — automatically. You review, not rebuild.
The problem
Why this
costs more than it looks like.
Same report built manually for every client, every month
Hours spent reformatting QBO exports into branded templates
Clients emailing "do you have our March numbers?" before you've sent them
No audit trail for when reports were delivered
How it works
From kickoff to
live in 10–14 business days.
Map your report template
We document exactly what each client receives — balance sheet, P&L, KPIs, narrative summary — and build the generation logic once.
Wire the QBO trigger
The system listens for period close events in QBO. When the books are closed, generation starts automatically.
Generate PDF + dashboard
Reports are rendered with your firm branding, optionally enriched with AI narrative, and uploaded to both PDF and a live URL.
Review and send
Optional partner review step before delivery. One-click approve, then SendGrid routes each report to the right client contact.
What you get
Exactly what
gets delivered.
Reports generated and delivered automatically after each QBO close
Branded PDF + live web dashboard per client
Delivery logged — you always know what was sent and when
Partner review step before send (optional) — approve in one click
Built with
Pricing
Transparent.
No surprises.
Setup is a one-time engagement. Monthly covers hosting, monitoring, and minor updates. We scope every project before any work begins — if the scope changes, we tell you before we build.
- Full working system, documented and tested
- Client runbook (PDF + web)
- 30 days post-launch support included
- Optional ongoing maintenance
$1,200–$1,800
one-time setup
$150–$300/mo
monthly maintenance
10–14 business days
time to live
No commitment. 20 minutes. We tell you if it's the right fit.