Automated report outreach: Schedule and send reports automatically
Easily create and distribute financial reports with automated report outreach. Input details, select recipients, and streamline your reporting process.

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Streamlined automated reporting for finance teams
Effortlessly schedule and send financial reports

Intuitive information input for optimal output
Easily enter crucial report details, including title, description, recipient name, department, distribution date, method, and additional notes. This structured input ensures that vital information is captured accurately, enabling the LLM to generate high-quality financial reports tailored to your needs.

Automated distribution via preferred channels
Select your preferred distribution method—whether email or print—to automatically deliver reports on the scheduled date. This feature minimizes manual effort and ensures that recipients consistently receive timely updates, enhancing communication efficiency within your finance team.

Enhanced clarity with customizable report details
Personalize each report with specific titles and descriptions that align with your organization's financial goals. This customization empowers Treasury Analysts and Financial Reporting Specialists to maintain clarity and relevance in their communication while enhancing reporting accuracy.
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Additional information
Best for: Treasury Analyst, Financial Reporting Specialist, Report Distribution Coordinator, Treasury Reporting Manager, Financial Operations Analyst