Stop losing Monday to the weekly report.

Report Writer pulls the numbers from the tools you already use and writes a plain-language report for your team or your clients, with every figure traced to its source.

A weekly report that writes itself.

A week of clinic numbers in plain words, each one traced to where it came from.

ES
Elm Street Physical Therapy
Weekly owner report · Sep 14 to 18
By hand
scheduling_export.csv338 rows
billing_wk38.xlsx402 rows
reviews.csv6 rows

Three exports, 746 rows, every Friday. Mostly unopened.

With Report Writer
How the week wentFor Nadia, the owner · One-minute read

Visits were up 6% on last week: 312, against 294. Scheduling

Four no-shows, and two of them were new patients on Tuesday afternoon. Scheduling

Collected $41,870, about the same as last week. Three denied claims need resubmitting. Billing

Two new reviews, both five stars. One mentions Kofi by name for a shoulder recovery. Google reviews

For Nadia, the ownerReady to sendSent

Sent. Nadia has her week in a one-minute read.

Read by Jordan on Monday at 8:10 am, then sent to the owner
Written by Report Writer seven minutes after the week closed. Every figure points back to the system it came from, and a human reads it before it goes out.

Example report. The clinic and figures are made up; the process is the one we run for real.

What it takes off your plate

The pull

The numbers from your tools, so nobody spends Monday exporting spreadsheets.

The plain-language draft

What happened, what changed, and what's worth a closer look.

Every figure traceable

Each number points back to where it came from.

Gaps named, not guessed

Missing data shows as missing, never as an estimate.

What it reads, and what you get

Connected the way you'd set up a new hire: only what the job needs.

It reads

  • Your CRMRead-only
  • Your ad accountsRead-only
  • Your analyticsRead-only
Report WriterChecked by a person

You get

  • A weekly report for your teamReady Monday morning, in email or Slack
  • Reports for your clientsSent once a person has read them

It never

  • Invents a number
  • Picks the flattering figure
  • Changes a source system
  • Every report logged
  • A person on our team checks its work
  • Weekly, and a human reviews each report

When it isn't sure, it asks.

Numbers disagree between systems more often than anyone likes to admit. When they do, the report shows the conflict instead of quietly picking one.

  • Two sources that disagree
  • A figure that looks wrong
  • Data that never arrived
How every agent asks before it acts
Decision neededYour ad account counts 41 leads this week and your CRM counts 37. Which goes in the report?

Your call, and the report says which source it used.

Asked by Report Writer. An example; the names are made up.

Make Report Writer your first automation.

  1. 1Book a callTell us where the work piles up.
  2. 2We build it in your accountsIn month one. For the first week, a person on our team checks every write.
  3. 3Keep it, or cancelIf it isn't earning its keep within 14 days, cancel and pay nothing.