Client Reports
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About
ClientReports.ai is a platform designed to automate the creation of client reports for professional service firms. It provides tools to generate reports such as Business Plans, Company Valuation Reports, Diligence Reports, and Investor Reports. The platform utilizes a client data room where users can upload client documents, which are then used by the Advisory Copilot to automatically generate document section headers and content. Users can fine-tune the content and export the reports into Microsoft Word documents. It supports various sectors including Financial Services, Accounting & Tax, Professional Services, Law Firms, Construction, and more.
Platform
Features
• advisory copilot
• microsoft word export
• content generation for sections
• document section header generation
• client reports
• client data room
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