Report Automation Saves
Time and Cost.
Automate Report Generation.
Schedule Delivery of Reports.
Send Personalized Reports to Clients Via Emails.
In today’s fast-paced business environment, creating precise and customized reports is essential but often time-consuming. Whether you’re a legal professional managing financial reports, an accounting firm sending monthly statements, or a business needing tailored reports, manual processes can hinder productivity.
Introducing ReportLinx, a revolutionary web-based report automation software that automates report generation and distribution, enabling seamless integration and personalization. With ReportLinx, eliminate repetitive tasks, tedious data entry, and manual emailing, saving time, reducing errors, and enhancing client satisfaction.
With Our Web-Based Report Automation Tool.
Accounting:
Extracts unpaid invoices from accounting systems like 3E or Aderant, generates PDF reminder statements, and sends individual emails to clients with their statement attached.
Finance:
Automates month-end reporting and financial analysis, exportable in both PDF and Excel formats, with options to save on a network drive or email directly to accounting staff.
Law Firms:
Automatically generates and emails personalized Accounts Receivable (AR), Work in Process (WIP), and time-entry reports to each partner on a customizable schedule.
Operations:
Generate operational reports to monitor critical systems or workflows to identify process delays or failed scheduled processed for proactive management.
Performance Dashboards:
Create dashboards that display key performance indicators (KPIs) and metrics, enabling tracking of business performance.
Project Tracking & Reporting:
Monitor project progress, budgets, and deadlines with detailed, customizable project reports to keep teams aligned and on schedule.
Sales Reports:
Monitor sales activities and performance by product, team, or individual to optimize sales strategies.
Customizable Reports:
Tailor reports to specific business needs, including client analysis, operational efficiency using flexible templates and dynamic customization options.
Our software makes automated PDF and Excel reporting simple, even for complex data sets. You can add custom fields, data visualization, and metrics that align with your exact requirements to build reports from scratch. Or you can select from a variety of templates and export directly to PDF or Excel for easy distribution.
Free your team from repetitive tasks with automated report scheduling and delivery. Send reports directly to stakeholders on a custom schedule—daily, weekly, or monthly—ensuring timely insights with zero manual effort.
Our automated reporting software includes robust data security measures, so you have full control over who accesses your reports and data. Role-based permissions ensure only authorized users can view or modify reports, safeguarding your information.
Integrates with various data sources, such as CRM systems, ERP systems, and databases, allowing you to pull data directly from your core systems without manual entry.
ReportLinx also integrates seamlessly with Excel, 3E, Aderant, Outlook and other existing systems.
ReportLinx equips your team with productivity-boosting tools that simplify tasks and save time.
