Automated Monthly Financial Report Delivery
Month-end close triggers automatic generation and delivery of P&L, balance sheet, and cash flow summary to each client — with AI-generated plain-English highlights.
What This Automation Does
How It Works
Month-End Close Complete
Accountant marks month as closed in accounting software — report generation begins
Pull Financial Data
Extract P&L, balance sheet, cash flow, and AR/AP aging from accounting software for the reporting period
AI Highlights Generation
AI generates 3-5 plain-English observations: revenue vs. prior month, top expense categories, cash runway, anomalies, and recommended actions
Assemble Report Package
Branded PDF with financial statements, AI highlights summary, and comparison to prior period and budget
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Financial reports are for management purposes only and do not constitute audited financial statements. Disclaimer language must be included on all automated reports.
Canada Revenue Agency regulations require proper record retention and audit trails for all automated bookkeeping and financial data processing workflows.
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