Report Assembly

For accounting & advisory teams

Month-end packets shouldn’t eat a day of senior time

You already have the reports. The grind is converting Word and Excel to PDF, merging per entity, and hoping nothing’s missing. Report Assembly runs that consolidation on your machine—so one person can finish the portfolio while the team moves on to review.

Before ~10 hours of senior time converting files to PDF (team)

After ~5 minutes for the whole portfolio (one person)

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Windows desktop app · Mac via LibreOffice · Client files stay on your PC

The problem

Every close, the folder fills with mixed .docx, .xlsx, and .pdf files. Someone spends hours opening, printing to PDF, and stitching packets—while reviewers wait. One missed report means an embarrassing call with a client.

Built from a real close process

Report Assembly started as workflow logic inside a firm: check what’s expected, convert sources, merge per company, log what shipped. It’s not a generic AI wrapper—it’s the assembly line we wished we had when seniors were stuck at the printer.

A simple plan for month-end

Three steps. Same folder layout your team already uses.

  1. Drop the portfolio

    Point the app at your client root and period folder—Word, Excel, and PDF together, no pre-sorting.

  2. Check completeness

    See which entities are missing expected reports before you assemble or send anything out.

  3. Assemble & log

    One run builds per-company PDF packets and a hash-chained run log for your files.

See a real portfolio run

In this recording: 7 entities, each with 16–20 reports, assembled end-to-end in about two minutes. That used to be a day of senior PDF work.

7 entities · ~120 reports · ~2 min

Overview (PDF)

One-pager for partners and IT: folder layout, prerequisites, conversion disclosure, and licensing.

Download overview

Don’t lose another close to PDF busywork

Imagine month-end with packets done in minutes—one person on consolidation, seniors on review, and a completeness check before anything goes to a client.

Start a free trial on your real folders. Confirm PDF quality with your Word and Excel exports, then roll out when you’re ready.

Start free trial

Download overview (PDF) for partners and IT.