Client Reports

Create Client Reports is an AI platform created to automate client report generation for professional services firms. Users upload client documentation to secure Client Data Rooms.

The platform uses the uploaded documents as datasets for its Advisory Copilot. The copilot then utilizes the data to automatically produce client reports like Business Plans, Company Valuation Reports, Diligence Reports, and Investor Reports.

These auto-generated reports are exportable as Microsoft Word Documents. The platform's unique 3-SHOT APPROACH automatically generates document section headers based on the document type; creates content for each section; and enables fine-tuning and regenerating content section by section.

Once satisfied, users can export the document to a Microsoft Word Template for final review before sending to the client.