A Better Way To Client Reports!
ReportPro transforms lifeless financial data into beautiful, telling reports, complete with ratios, charts and graphs. It's an easy, fast and accurate way to generate sophisticated financial reports for clients and prospects.
Take financial statements for two to five years for a client or prospect.
Enter the data into the financial data wizard, click "Process" then go generate the report with a single click.
Present the financial data in an elegant, telling and easy to understand format.
See What CPAs Are Saying
I can say the time I've saved and conversations I've had with my clients have been huge," said Jaeger. "We're still working through issues with other principals who were turned off because of the problems we ran into, but it's not the software's fault. I'm a huge fan, I'd recommend it to any CPA firm doing consulting work or wanting to.
... management often says they know they should be watching certain trends and metrics, but they don’t have time. When we show them how a tool like iLumen can make that very easy, their eyes light up.
Who Trusts iLumen's Data Analysis & Reporting Engines?
- 10 Day Trial
($50 / Year After 10th Day)
- 1 Client
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The cost for 10 client accounts, 4 reports and two industry templates (Commercial and Not For Profit) is $600/year. Additional users at your firm can be added at NO additional cost.
The cost for 10 client accounts, 5 reports, two industry templates (Commercial and Not For Profit) and RMA data is USD $1350/year. Additional users at your firm can be added at NO additional cost.
The cost for 25 client accounts, 5 reports, two industry templates (Commercial and Not For Profit) and RMA data is USD $2500/year. Additional users at your firm can be added at NO additional cost.
Receive one client account and the Client Diagnostic Report for $50.00/Year. This plan includes a 10 days trial. You must contact firstname.lastname@example.org prior to the end of your trial period to cancel.