Every client report out on time

Imagine eight client reports are due at month-end. The figures are with the analyst, the commentary is with the consultant, and the account lead is waiting to check them all.

You chase each report to find out whether it’s drafted, checked or still waiting.

You write the commentary in a rush because the figures reached you late.

You pull the same figures every month, with no record of what changed last time.

Each client’s report, with its checklist, is created automatically at the start of every month.

Figures pass from the analyst to the consultant, and the account lead checks them before the report goes out.

See which reports are sent, in review or still being drafted, without asking around.

Every client report out on time