I never set out to sell a SaaS product like this.
But for nearly a decade I've been doing the same month-end process for all my clients. Log into Quickbooks, pull a few reports, compile them with any other deliverable the client needs, draft a short email, and then spend my whole day doing this process over and over and over again...
And so I did some research, maybe somebody else who has this problem had built something to help? But the only things to be found were extremely robust financial reporting companies, which were far to expensive, and quite frankly, had many more capabilities than I actually needed.
So I was left with this gap that could only really be filled by something I built.
Streamline Reports is not set out to revolutionize financial reporting, we're not cutting edge with AI technology, we're not a customer management app. But if you've ever thought to yourself, "how can I streamline the month-end process?", try out our free trial.
Miles
Founder & CEO