← Finance agents
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Weekly Business Report
See your business at a glance. Every Monday the Weekly Business Report pulls figures from your tools and sends one clear page: sales, cash, unpaid invoices, pipeline, and the three things that need your attention this week.
What it does
- ✓Collects figures from your sales, accounting and CRM tools
- ✓Compares them with last week and last month
- ✓Highlights what changed and why it matters
- ✓Lists the three priorities for the week
You provide
- ✓Access to the tools you already use
You get
- ✓One page every Monday
- ✓Problems spotted early
How it works
- 1Runs every Monday at 7am
- 2Gathers the week’s figures
- 3Writes a plain-language summary
- 4Emails you the report
Works with
StripeQuickBooksPennylaneHubSpotGoogle Sheets
You stay in control
Read-only: it never changes anything in your tools.