Monthly and quarterly AI reports
Every month we automatically generate a report with AI narrative: what happened, what went up or down, what we did and what's next. Every quarter we add a deeper strategic report generated with Claude Sonnet 4.6. Both download as white-label PDFs (with each project's logo and colour) and are sent automatically by email to the client.
What this module does
Reports clients actually read, not archive.
Narrative monthly
Claude Haiku tells you the month in a friendly tone. 7 structured sections, charts included.
Strategic quarterly
Claude Sonnet 4.6 analyses 3 full months and proposes a 90-day plan.
White-label PDF
Each project uses its own logo and brand colour. Dompdf renders the final PDF.
Automatic delivery
Email to the client, Telegram to the admin. Configurable scheduler (weekly or monthly).
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Official data from professional APIs, no scraping.
How it works
Configure frequency
Monthly or quarterly, delivery day. The scheduler handles it.
Optional review
Web view before delivery if you want to tweak anything. PDF downloadable at any time.
Client receives and comments
Email with PDF attached + link to the web view. The client can leave feedback without logging in.
Reports your clients look forward to
AI narrative, charts, white-label PDF and automatic delivery. Zero consultant hours.