Business Report Agent

Get a report of all the business done, right in your inbox. The agent gathers orders, quotes, and payments from your systems, builds a clear report of the business done, and sends it to your email.

Works with the tools your team already uses

SageQuickBooksNetSuiteGoogle SheetsGmailOutlookSlackcommonsku

Get a report however you want it

On a schedule

Daily, weekly, or monthly, the report lands in your inbox without anyone asking for it.

A plain language Slack message

Ask for this month's numbers in Slack or any channel, and the report comes back.

An email request

Send a quick email asking for the numbers, and the reply arrives in the same thread.

A full business report in minutes, not days.

How it works

01

Gathers the data

Pulls orders, quotes, invoices, and payments from the systems your team already uses.

02

Builds the report

Puts totals, trends, and comparisons into a clear, readable report.

03

Sends it on email

Delivers the report to the right people, formatted and ready to read.

04

Stays on schedule

Keeps the reports coming on the cadence you set, without reminders.

See the Business Report Agent on your numbers.

Book a short demo and we'll show it building a report from real data.