AutoAITech

Services

Reporting & Integration

Your tools joined into one picture, a portal that shows what every system produced, and reports drafted from the data you already have.

This month
Live
CRM
Inbox
Sheets
Billing
One record

1,240

Records in sync

96

Shortlisted

38 h

Saved this month

Monthly reportReady to send →

Illustrative example

The problem

Every tool holds part of the picture

Your CRM, inbox, spreadsheets and billing each hold part of the picture, and none of them share it. The same details get typed twice, and reports are rebuilt by hand every month.

What we build

The systems

Built on our infrastructure →

Tool connections

Every tool your firm uses, connected and working as one.

  • Information moves between your systems on its own, the moment it changes
  • One complete record for every client, with no duplicates and no retyping
  • Secure, encrypted and watched, so connections never quietly break

Client portal

Everything your systems did, in one login.

  • Live results as they happen, not weeks later at month end
  • What each system was worth, in hours and in euro
  • Anything that needs your decision, flagged at the top

Reports drafted from your data

Client-ready reports, written for you.

  • Monthly reports assembled automatically from your live data
  • Written in your firm's style and ready to send
  • Hours of report-building gone, every single month

Want one view of your whole firm?

Tell us which tools you use and we will show you what one connected view would look like.

Book a free consultation

Common questions

What clients ask

Which tools can you connect?

Most tools a firm runs on, including CRMs, email platforms, spreadsheets and accounts packages. If a tool can be connected, we connect it.

What if a tool we use is not connected yet?

We build the connection as part of the scope. Most tools with an API can be added.