Start client reporting — $247/month, setup included

Every client's pack is drafted by the third working day with the variances explained and the questions a partner should ask, ready for a fifteen-minute review. Clients get their numbers before they ask, in the same format every month.

Start · $247/month Read the blueprint first

BlueprintClient Reporting
Price$247/month · setup included
BillingMonthly from today · cancel any time
Starts whenSchedule (monthly, after the ledger closes) or on demand
Steps8, with an approval step where money or a customer is involved
You keepThe automation, whatever happens — it is yours if you leave

What you do

Invite [email protected] to the accounts below — read-only where possible, about 20 minutes.
Answer the two or three questions in the checklist email: your rules, quiet hours, who approves.
Approve the first runs from your phone until you say “let it run”.

What the subscription includes

Set up, hosted, watched, reported.

Setup and configuration to your tools, with an approval step wherever money or a customer is involved
It runs on our servers — or in your own automation tool if you already run one
Monitoring, and fixes when a connected API or model changes
Small improvements as you ask for them, inside the blueprint's scope
A monthly report: handled, approved, exceptions — and what the exceptions map to
Cancel monthly; the automation stays yours either way

Per practice, up to 25 clients on one ledger type, one pack template. Mixed ledgers, consolidated groups, board packs with custom charts, or a client-facing dashboard are a custom build. Subscription terms: billing, cancellation, fixes, your files.

Access we will ask for

Read-only where possible, scoped to what the workflow touches. The checklist with exact steps arrives by email right after payment.

Tool	Why
Claude	Variance selection and narrative in the practice's style
Xero / QuickBooks / Sage	Source numbers
Google Docs / Word	The pack
Gmail / Outlook	Delivery from the accountant's address

The first month

Day by day.

TodayPayment confirmed; you get the access checklist for the accounts the blueprint touches.
Days 1–2You invite [email protected] to the three or four accounts the automation touches — read-only where possible, about 20 minutes, revocable any time. We configure the blueprint to your tools and your rules.
Days 3–5First runs on real records, with you approving each one in Slack or email until you say “let it run”.
LiveIt runs. Exceptions come to a person; everything else is logged in the tool where it happened, tagged as automated.
1st of the monthThe report: handled, exceptions, what changed — and, when an exception type is large, the custom trigger it maps to.

Before you pay

Three things that make it a custom build instead.

If one of these is you, the subscription would spend its first month logging exceptions. Run the free audit and the plan prices the custom version ($3,500–6,000 one-time) next to the standard one — by email, no call.

Free audit instead

A practice with clients on mixed ledgers, or more than 25 clients, needing a client switchboard.

Consolidated or multi-entity groups with intercompany eliminations.

A live client dashboard instead of a monthly document, or board packs with custom charts.

Start

Client Reporting · $247/month

Card checkout on Stripe. The access checklist and the first-month plan land in your inbox within a minute; setup starts when you reply.

Start · $247/month How pricing worksPrefer to talk first? [email protected] · free audit

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