Client reports in minutes, not hours

Create a report template in Documents with your standard sections.

With your tools connected, Remi pulls the latest numbers without you exporting anything.

Ask Remi to draft the report using your template, latest numbers, and client context.

Review the draft. Ask Remi to adjust: 'Make the expenses section more detailed.'

Track report status per client in a Data Table: sent, reviewed, follow-up needed.