Client Reporting & Action Plans
AI that drafts the client report and the plan that goes with it.
Built on your approved data. Your team approves anything that matters.
Connected to your approved data
Performance across every client account, against each account's targets and deadlines.
Your systems, not a copy
The agent reads your live warehouse and business tools through scoped, audited access, so an answer reflects today rather than the last export somebody took.
Only what you approve
We agree the systems and fields in scope before anything is connected, and access is revoked the moment the work ends.
The right model for the job
Claude, OpenAI or Gemini, chosen on accuracy, data privacy, cost and what your systems require. No single tool suits every use case.
The work it takes off your team
Everything below runs on a schedule you set, and stops short of anything that needs a person.
Drafts a plain-language report per client
Explains what changed and why
Proposes an action plan for next period
Leaves the account manager to review and send
The agent shows the numbers it used, so you can check its reasoning rather than take it on trust.
Client reporting takes minutes to review instead of days to build.
Important decisions stay under your team’s control. The agent prepares insights, alerts, tasks and recommendations. Your people approve anything that matters.
Automated Client & Management Reporting
Reports that pull their own data, calculate their own comparisons and draft their own commentary, for a person to approve.
See the solutionData & BI Modernization
Legacy BI and spreadsheet reporting migrated to a modern platform, with metrics mapped and parity proven before cutover.
See the solutionAgents that often run alongside this one
Most teams start with one and add the next once it has earned its place.
AI Reporting & Insights
Turns your dashboards into plain-language summaries of what changed and why.
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Explore this workflowA simple, low-risk way to get started
Three clear steps to working together, backed by commitments that keep the risk on us, not you.
- Step 1 We understand the problem and design the system We learn your goals, systems, and the questions you need answered.
- Step 2 We build it, and prove it works Data, dashboards, automation or AI agents, built with Claude Code and owned by our engineers.
- Step 3 We deploy, monitor and keep improving it We keep improving it as your business grows and your questions change.
We remove the risk of getting started so the decision is easy. Here is our commitment to you:
- Free first consultationA practical working session about your data, workflows and AI opportunities, not a sales pitch. If we are not the right fit, we will say so.
- Clearly scoped first projectWe agree on the deliverable, timeline, and price up front. No open-ended retainer required to begin.
- You own everythingEvery pipeline, dashboard, workflow and agent we build is yours: your accounts, your code, documented, with no lock-in.
- No long-term contract to startBegin with one focused engagement. Continue only if the results earn it.