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.

Colorful illustration of a treasury building in a city park setting.

Fill out one or more form fields

Unlock all features

  • No prompting required
  • Get access to all form fields
  • Ideal AI results
  • Build workflows
*
*

Streamlined automated reporting for finance teams

Effortlessly schedule and send financial reports

Instant Report Communicator tool in use by finance professionals discussing 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.

Two figures in an outdoor setting, symbolizing communication and collaboration.

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.

Professional analyzing financial reports at a desk with a laptop.

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.

Similar apps

Additional information

Best for: Treasury Analyst, Financial Reporting Specialist, Report Distribution Coordinator, Treasury Reporting Manager, Financial Operations Analyst

Published:
byModernIQs