Available now — the self-serve app is coming soon

Start with one real reporting package

The paid pilot is built for finance teams that want proof before adopting new software. Send one PowerPoint template and one Excel or CSV data file; we return automated reporting outputs, a mapping and validation report, and a practical path to make the workflow repeatable.

How a pilot runs

Discovery to delivery in weeks, not quarters — then the same workflow repeats every reporting cycle.

Infographic: four stages connected left to right — Discovery (scope one real package), Build (map, merge, validate), Deliver (finished decks plus a validation report), and Repeat (refresh each cycle). A dashed return loop runs from Repeat back to Discovery, labeled "repeat every reporting cycle", showing the workflow becoming a recurring process.

repeat every reporting cycle 1 Discovery scope one real package 2 Build map, merge, validate 3 Deliver decks + validation report 4 Repeat refresh each cycle

Pilot packages

Scoped, fixed-fee engagements delivered with CPA-led judgment. Indicative ranges — final scope and pricing are confirmed on a short scoping call.

Proof of Automation

from $750

For skeptical buyers who want to test their own files first.

  • One template, one data file
  • Up to 5 entities or packages
  • Placeholder mapping + validation report
  • One generated output set
  • 30-minute findings review
Fixed scope, fast turnaround Ask about this pilot
Best default pilot

Reporting Automation Pilot

from $2,500

One production reporting package, made repeatable.

  • Production template + data format
  • Up to 25 entities or packages
  • Saved mapping profile
  • Two output iterations
  • Basic chart automation where feasible
  • Repeatable-workflow recommendations
The fastest path to proof Book this pilot

Reporting System Setup

custom

For teams that want this to become a managed, recurring process.

  • Template and data-intake standardization
  • Custom charts, incl. waterfall/bridge
  • Scheduled monthly or quarterly runs
  • Managed file handling and delivery
  • Optional dashboard/reporting roadmap
Setup + per-cycle support Scope a setup

Add-ons available: custom chart packs, waterfall/bridge chart design, template cleanup, data-model cleanup, narrative-assist prototyping, and recurring managed generation.

Where pricing is headed: simple, consumption-based plans

When the self-serve app launches, plans will include unlimited users — invite your whole team. Pay for the decks you generate, not per seat, with a spend cap so your bill never surprises you. Pilot customers and waitlist members get founding-member pricing.

Solo

$29/mo

~15 entity-decks included, then a low per-deck rate.

Unlimited users
Most popular

Team

$99/mo

~75 entity-decks, native charts, white-label, saved profiles.

Unlimited users

Firm

$299/mo

~300 entity-decks, priority processing, SSO, shared profiles.

Unlimited users

Indicative pricing — final plans set at launch. Not yet available for purchase; join the waitlist to be first in.

Prove it on your files

Send a short description of the report, the template, and the source data. We'll tell you whether it's a fit for a paid automation pilot.