Reports That Arrive
When You Need
Them
Schedule reports to run automatically and land in your inbox. No more manual report generation every day, week, or month.
Powerful Report Automation Features
Set it once. Get reports delivered forever.
Scheduled Reports
Set reports to run daily, weekly, monthly, or on custom dates. Never forget to generate a report again.
Auto-Email Delivery
Reports land directly in your inbox and your team's inbox. Attached as PDF or Excel, ready to use.
Multi-Format Export
Export to PDF for presentations or Excel for analysis. Choose your format for each scheduled report.
Distribution Groups
Create groups like Management, Accounts, or Sales. Each group gets relevant reports automatically.
Custom Templates
Design your own report templates with your company logo, colour scheme, and preferred layout.
Drill-Down Reports
Click on any summary number to drill down to the underlying transactions. From P&L to invoice in one click.
How Report Automation Works
Three simple steps to never generate a report manually again.
Configure
Select the report, format (PDF/Excel), schedule (daily/weekly/monthly), and recipients.
Activate
Toggle the automation on. Your first report runs immediately to confirm everything looks right.
Relax
Reports are generated and delivered automatically. You get a notification when each report lands.
Seamless Integrations
Works with your existing tools and workflows.
Email Integration
Deliver reports via Gmail, Outlook, or any SMTP server. Support for BCC, CC, and distribution lists.
Cloud Storage
Auto-upload reports to Google Drive, Dropbox, or OneDrive. Share links instead of attachments.
WhatsApp Delivery
Send report summaries and PDFs directly via WhatsApp. Perfect for quick reviews on the go.
Ready to Automate Your Reports?
14-day free trial. No credit card. Free data migration from Tally.
phone Questions? Call us: +91 7777996672