UC-094
Automated Monthly Reporting Pack
Assembles the signature monthly client reporting pack from the accounting-system data pipeline on a fixed calendar cadence.
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The Challenge
The signature monthly pack is assembled by hand for every client, capping advisor capacity. The platform sits in maintenance mode while AI-native competitors ship cash-flow features.
How It Works
- Ingests client ledger and close data through the existing accounting-system pipeline.
- Applies the 18-year proprietary profit methodology to produce the standard pack sections.
- Delivers the finished pack to the advisor for review before the monthly client meeting.
What It Removes
- Hand-building the same pack every month
- Advisor capacity tied to report production
- Month-end crunch on a fixed client cadence
Input Data RequirementsAccounting-system data pipeline, client ledger and monthly close data, profit methodology templates, prior packs
Output FormatSignature monthly reporting pack per client, ready for advisor review and sign-off
“The monthly pack is drafted before I open it, so my time goes to the client conversation.”