Automatic reporting
Reports that write and send themselves.
Set a client up once. Then every month, on the day you choose, Clientdeck pulls their data, writes the report, and sends it — while you're doing something else entirely.
Set it once
Pick the client, the style, the data window, and the day of the month to send. Make it recurring. That's the whole setup — a couple of minutes, once.
It runs on the day
On the send day, Fusion AI pulls the client's numbers for that window, builds the report in your chosen style, and — if auto-send is on — emails it straight to the client. Then it rolls forward to next month.
You stay in control
Prefer to eyeball it first? Leave auto-send off and it lands as a ready-to-send draft for you to review. Either way, nothing goes out that you didn't set up.
A calendar you can see
Every scheduled report sits on a monthly calendar. Click a day to add one, click a report to change or remove it. Your whole reporting month, at a glance.
See it for real
The easiest way to get it is to try it.
Connect your data, and watch Clientdeck do the rest.