Updates

Automated Reporting Engine

v 1.81

January 31, 2025

Stop spending hours on manual spreadsheets. Our new engine automatically generates and delivers professional financial reports to your stakeholders.

Added
  1. Scheduled Reports: Send weekly or monthly PDF summaries to your team via email.

  2. Custom Templates: Create branded reports with your own logo and color scheme.

  3. Slack Integration: Get daily revenue snapshots directly in your chosen Slack channel.

Fixed
  • Alignment issues in PDF exports for multi-page reports.

  • Incorrect date formatting for users in the UK and Australia.

Improved
  • Report generation speed: even the most complex data sets now process in under 10 seconds.

  • Data visualization: cleaner, more readable tables and high-resolution charts in exports.

Convert® now works while you sleep. Set up your reporting once and let the platform keep your investors and team informed.

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