Client Reports

About Client Reports:

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..