ClientReports is an AI-based report generation tool designed to help service firms rapidly and easily create professional and detailed client reports. It has a 3-shot approach to report generation, including business plans, company valuation reports, diligence reports and more. The platform is useful for saving time and resources, ensuring accuracy and consistency, and handling big data sets.
Another option is UiPath, a business automation platform that uses AI and automation to increase efficiency, productivity and innovation. It has features like process mining, task mining and document understanding, and can automate end-to-end infrastructure across industries. That means it's a good tool for companies that want to automate drudgery and improve their overall efficiency.
If you want a cloud-based option, Reporfy offers a drag-and-drop interface for creating custom reports boosted by AI technology. It comes with prebuilt templates for managing projects and companies, and collaboration and transparency are built into its cloud-based design. That makes it a good option for companies that need to track projects and provide investors with details about what's going on in their business.