For agencies · accountants · consultants

Your clients' reports — branded, written and delivered every week. Automatically.

Automated client reports in DataHub Pro: connect or upload a client's data once, and the platform produces a written, branded report (your logo, their name, the numbers that matter) and emails it on the schedule you set. Editable Word and PowerPoint, not a locked PDF. $19.99 per seat per month with unlimited client workspaces and no per-client fee.

Try it on your own file → · Updated 13 September 2026

Stop rebuilding the same report every month. Connect a client's spreadsheet once and DataHub Pro produces a branded, written report — your logo, their name, the numbers that matter — and emails it on the schedule you set. Below, build one from your own data right now. No signup, nothing uploaded.

Build a branded report from your data
No file handy? Use sample data →
Your Firm
Monthly Performance Report
Prepared for your client

Executive summary

Performance trend

Breakdown

What stands out

    Prepared by Your Firm · ConfidentialGenerated with DataHub Pro

    That's your client's report — from a spreadsheet, in seconds.

    Get it as an editable Word & PowerPoint (and PDF), white-labelled with your real logo, and set it to send itself every week or month. One workspace per client. Start free.

    Start free →
    ✓ Your file was never uploaded — this ran entirely on your device

    Why firms bill for this — and pay for the tool

    The recurring, branded, on-time report is the deliverable clients actually see. It's also the part that eats your evenings. This owns it.

    🎨

    Fully white-labelled

    Your logo, colours and "prepared by" footer on every page. Clients see your brand, not ours. Each client gets their own workspace.

    ⏱️

    Sends itself on a schedule

    Set it weekly or monthly. It pulls the latest data, regenerates, and delivers — so the pack is done before the client asks.

    📝

    Editable Word & PowerPoint

    You get a drafted document with charts, KPIs and written commentary — edit and send, instead of starting from a blank page.

    Why not just use ChatGPT, or do it by hand?

    The jobBy hand / ChatGPTDataHub Pro
    Same report every monthRebuild it each time✓ Re-runs automatically
    Your branding on itManual formatting, or none✓ White-label, per client
    Delivered on a schedule✗ You remember to send it✓ Emails itself
    Numbers you can defend~ Chatbot can hallucinate✓ Auditable calculation trace
    Many clients at onceCopy-paste per client✓ A workspace each

    Pricing that pays for itself on one client

    If one recurring report saves you an afternoon a month, the tool has already paid for itself. Try it free, upgrade when you schedule your first live report.

    🆓

    Free

    Build reports from uploads and see the whole product. No card. The taste of the paid workflow.

    Start free →

    ⭐

    Pro — $19.99/seat

    All tools, AI, forecasting, and scheduled white-label reports. For the solo consultant or bookkeeper.

    🏢

    Agency

    Multiple client workspaces, full white-label and team seats — for firms running reports across a book of clients.

    See agency plan →

    Questions

    Can I put my own logo and branding on the reports?
    Yes. On paid plans reports are fully white-labelled — your logo, colours and "prepared by" footer, with no DataHub Pro branding. Each client can have their own workspace and branding.
    Can reports be delivered automatically on a schedule?
    Yes. Set a report to run weekly or monthly and it's generated from the latest data and delivered automatically — the pack is ready without you rebuilding it.
    What format are the reports?
    Editable Word (DOCX) and PowerPoint (PPTX), plus PDF. You edit a drafted document rather than starting from a blank page.
    How is this different from asking ChatGPT to write a report?
    A chatbot gives you text once and forgets your data. DataHub Pro stays connected to the client's data, re-runs the same branded report every cycle, shows an auditable calculation trace, and delivers a finished document — not text you reformat. See DataHub Pro vs ChatGPT.
    Is the client's data safe?
    This page builds the preview entirely in your browser — the file is never uploaded. In the product, data is encrypted in transit, handled under GDPR, and never used to train AI models.

    Put your first client report on autopilot.

    Free to start, no card. Build it once, and it delivers itself — branded — every cycle.

    Start free →
    Start from a ready-made template

    Browse all 48 templates → Free, opens with sample data.