Stop wasting time on manual reports. Create professional financial dashboards for clients in under 1 minute with AI.
Export CSVs, clean data, build Excel formulas - rinse and repeat every month
Every client question requires you to drop everything and create a custom report
So much time on report creation means less time for high-value advisory work
Type "Show me Q4 cash flow", get a professional dashboard instantly
Share dashboard links - clients explore data independently
Reclaim 10-20 hours/week for advisory and client relationships
Track inflows, outflows, and forecast future cash position
Revenue, expenses, and profitability with period comparisons
Outstanding invoices grouped by age for collections
Variance analysis showing budget performance by category
Monthly KPI summary for client meetings
Spending by category for budget planning and tax prep
Revenue trends by customer, product, or service line
All deductible expenses categorized for tax filing
Key metrics like current ratio, debt-to-equity, margins
"Before Untitled88, I spent 3-4 hours every month creating client reports manually. Now I connect QuickBooks, type what I need, and have a professional dashboard in 30 seconds. My clients are happier with faster turnaround, and I finally have time to focus on advisory services."
— Sarah M., CPA at Miller & Associates
No credit card required • Set up in 2 minutes