Description
Create Client Reports is an AI solution platform that automates the generation of client reports for professional service firms. Users upload client documents to designated Client Data Rooms, which are then used by the platform's Advisory Copilot to generate reports like Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports. The platform's 3-SHOT APPROACH ensures efficient report creation and customization before exporting to Microsoft Word for final review and client delivery.
What is this for?
Create Client Reports is an AI solution platform designed to automate the process of generating client reports for professional service firms.
Who is this for?
This product is for professional service firms in sectors such as Accounting and Tax, Construction, Financial Services, Healthcare, IT Services, Law Firms, Media, Non Profit, Retail Firms, Staffing, and Technology.
Best Features
- Automatically generate client reports such as Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports.
- Unique 3-SHOT APPROACH for automatic generation of document section headers, content creation, and fine-tuning.
- Export reports into Microsoft Word Document for final review and sending to clients.