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Excel Monthly Client Report Agent

At month end it pulls each client's numbers from QuickBooks or Xero, builds their report from your Excel template, and sends it to your reviewer the same day. Your team reviews reports instead of building them.

15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.

Arkeo AI · Excel Monthly Client Report Agent
✦
ExcelMonthly Client Report Agent
Client reports built at month end
  • ✓Pulls the month's numbersat month end
  • ✓Builds the report from your templateper client
  • ✓Sends it to your reviewersame day

Monthly reports ready to review, not to build.

ExcelQuickBooksXero

How it works

The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.

  1. 1

    Starts at month end

    When the month closes, it starts on the list of clients who get a monthly report.

  2. QuickBooks

    Pulls the month's numbers

    It reads each client's profit and loss, sales, what's unpaid and other reports from QuickBooks.

  3. Xero

    Works with Xero clients too

    For clients on Xero, it reads the same reports, invoices, bills and payments from Xero.

  4. Excel

    Builds the report from your template

    It makes a new file from your Excel template for each client and fills in the numbers, tables and charts.

  5. 5

    Sends it to your reviewer

    Your reviewer gets the link to each report the same day, with a short note on any number that moved a lot from last month.

What you get

Reports ready to review

Your team checks finished reports at month end instead of building them.

The same report each month

Your template is used for each client, so reports look and read the same.

Hours back at month end

Nobody copies numbers from QuickBooks or Xero into Excel by hand.

What this looks like at your business

QuickBooksNumbers pulled
Before
Copied by hand
Now
At month end

Each client's month pulled from their books.

Designed for accounting and bookkeeping firms
ExcelReports built
Before
Built one by one
Now
From your template

A report for each client, built from your Excel template.

Designed for accounting and bookkeeping firms
XeroReady for review
Before
Days after month end
Now
Same day

Reports sent to your reviewer the day the month closes.

Designed for accounting and bookkeeping firms

Built for your company

Your version, set up around how you work

No two businesses run this job the same way. Your Excel Monthly Client Report Agent follows your process, your rules and your software, not a template.

Your reportYour report template

Your Excel template, your tables and charts, and the numbers each client wants to see.

Your rulesWhat gets called out

How big a change needs a note, and which clients get which report.

Your softwareYour books and files

QuickBooks, Xero and Excel today. If you keep reports in Google Sheets, your version works there.

Your teamWho reviews

One reviewer for all clients, or the manager on each client. You set who gets each report.

Day 1The call15 minutes on how your team does this job today.
Week 1We map your processThe steps, the rules, and who gets told what.
Week 2We build your versionSet up in your accounts and checked against your real work.
Day 14LiveIt runs each day, and we keep it running and up to date.

Works in the software you use

You make the key in your own accounts. Nothing to install on your computers.

ExcelQuickBooksXero

Part of a team of agents

Agents pass work to each other, so a job keeps moving without someone on your team handing it along.

OperationsFinancial Cents Task and Deadline Agent

Checks open tasks and due dates every morning, so a month-end report task that runs late gets flagged to the owner.

Late work gets caught before the client asks.

See this agent →
FinanceQuickBooks Billing Agent

Checks finished work against each client's plan and builds the invoice, for the same clients the Report Agent reports on.

Bills go out on time, and late payers get caught.

See this agent →

Built for

Accounting and bookkeeping

The Excel Monthly Client Report Agent works next to the other agents built for accounting and bookkeeping firms.

Financial CentsSmartsheetTrelloZoho CRMAirtableAsanaClickUp
See the agents for accounting and bookkeeping firms →

Book a 15-minute call

Get your version of the Excel Monthly Client Report Agent

Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.

Step 1 of 2 · Your details

Questions about the Excel Monthly Client Report Agent

Is my customers' information safe?

Yes. The agent reads only the reports it needs, in your own QuickBooks, Xero and Microsoft 365 accounts. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.

Does it change my clients' books?

No. It reads reports from QuickBooks and Xero and writes the report file in Excel. The books stay as your team left them.

Can it use our report template?

Yes. Your version fills in your own Excel template, the way your clients are used to seeing it. We set that up with you after the call.

Where do the files need to be?

In OneDrive for Business or SharePoint, as .xlsx files. Personal OneDrive doesn't work.

Can I turn it off?

Yes. Remove the connection in QuickBooks, Xero or Microsoft 365 and the agent loses access right away.

What does it cost?

You get the price on the call, along with the hours it saves your team.

Review your monthly reports instead of building them.