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Client Reports
Create client reports instantly with AI-powered insights.
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Client Reports
Inputs:
Outputs:
Create client reports instantly with AI-powered insights.
Most popular alternative: MyReport (300 saves)
By unverified author Claim this AI
Generated by ChatGPT
Create Client Reports is an AI solution platform designed to automate the process of generating client reports for professional service firms. Users upload their client documents to designated Client Data Rooms.
The platform uses these uploaded documents as data sets for its Advisory Copilot, which then utilizes the data to automatically generate client reports such as Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports.
These automated reports can be exported into a Microsoft Word Document. The platform's unique 3-SHOT APPROACH includes automatic generation of document section headers based on the type of document; creation of content for each section; and fine tuning and regenerating content section by section.
Once the user is satisfied with the document, it can be exported to a Microsoft Word Template type for final reviewing and sending to the client.
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Releases
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December 23, 2023
Initial release of Client Reports.
Pricing
Pricing model
Free Trial
Paid options from
$25.39/month
Billing frequency
Monthly
Prompts & Results
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Client Reports was manually vetted by our editorial team and was first featured on January 3rd 2024.
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12,53195v2.1 released 2mo agoFree + from $45/mo
This is the first AI marketing tool I’ve used that actually helps me get things done, not just suggest generic ideas. The mix of AI-powered strategy and real experts executing the work makes it feel like having a high-performance marketing team without the overhead -
10,90822Released 24d agoFree + from $5/mo
Pros and Cons
Pros
Fastest way to create reports
Uses client document data
Automatic generation of reports
Exports to Microsoft Word
3-shot approach to content creation
Fine tunes content by section
Thousands of copilots
Data customized to each client
Designed for professional service firms
Useful across multiple sectors
Versatile departmental applications
Scale pricing to business growth
Specific report types generated
Automatic document section header generation
Microsoft Word template export
One unique data room per client
Includes key metrics for analysis
Detailed insights into client's business
View 13 more pros
Cons
Only exports to Word
No multilingual support
Relies heavily on templates
Potentially expensive
Requires document upload
No multiple data source integration
Limited fine tuning
No direct client interaction
Data security concerns
Industry-agnostic approach
View 5 more cons
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Q&A
What is the Advisory Copilot feature in Create Client Reports?
Advisory Copilot is a feature in Create Client Reports that utilises the data from uploaded client documents. The platform uses these documents, uploaded in designated Client Data Rooms, as data sets for the Advisory Copilot. It then processes this data to automatically generate client reports such as Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports.
How does Create Client Reports automate the report generation process?
Create Client Reports automates the report generation process by extracting data from client documents that are uploaded to client-specific Data Rooms. This data is then utilized by the Advisory Copilot feature to generate reports such as Business Plans, Company Valuation Reports, Diligence Reports, or Investor Reports. Its unique 3-SHOT APPROACH also contributes to the automation process by automatically generating document section headers based on the document type, creating content for each section, and providing the capability to fine-tune and regenerate content section by section.
What types of reports can Create Client Reports generate automatically?
Create Client Reports can generate a variety of client reports automatically. These include Business Plans, Company Valuation Reports, Diligence Reports, and Investor Reports. The speed of generation of client reports is stated to be the fastest using this platform.
Can I export the generated reports into a Microsoft Word Document using Create Client Reports?
Yes, Create Client Reports provides the capability to export the automated reports into a Microsoft Word document. You can also export your document to your own Microsoft Word Template once you are satisfied with the document for final review and sending to your client.
What is the 3-SHOT APPROACH in Create Client Reports?
The 3-SHOT APPROACH in Create Client Reports is a three-phase process of document creation. The first phase involves automatic generation of document section headers based on document type. The second phase involves creating content for each section, and the third phase allows users to fine-tune and regenerate the content section-by-section to ensure satisfaction with the completed document.
Does Create Client Reports support the creation of content for each section in the report?
Yes, Create Client Reports supports the creation of content for each section in the report. This is part of the platform's 3-SHOT APPROACH, where content for each section of a document is automatically generated and can be fine-tuned section by section for precise alignment with your needs.
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