Client and regulatory reporting, finance

One wrong figure in a client pack is not a typo. It is a phone call.

Client packs, factsheets and performance reports, one per client, with every number bound to the system it came from. The cycle becomes a refresh, not a rebuild.

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Client Pack and Factsheet.pptxSaved to this PC

FileHomeInsert DesignINSYNCR SQL Server

Ashworth Family TrustClient Pack and Factsheet

Portfolio value412.8m

Net return+7.4%

vs benchmark+2.3pts

Return below benchmark turns amber

Portfolio system

Ashworth Family Trust
Brightwater Pension
Calderbank Holdings
Dunmore Foundation
Eastvale Partners

0 of 240 clients

1Connect the source
2Bind the shapes
3Rule the formatting
4Generate one per record

Example data

The Client Pack and Factsheet generated from the portfolio system, one document per client. Example data.

The problemThe same pack is rebuilt from the same systems every cycle, by someone more expensive than the task, and then checked against the source by hand because a figure has been wrong in it at least once. What it costs nowIn your own numbers: packs in a cycle, cycles a year, hours to build one, cost of an hour. The worked example on the pricing page comes to 480 hours a year on one report. Put your four numbers in. The reportThe client pack, the performance report, the factsheet, the regulatory submission deck. The cycleMonthly and quarterly, with a hard date. The sourcesPerformance and portfolio systems through SQL Server, ODBC or OData; Excel models; SharePoint. The INSYNCR feature that carries itIn slide filtering (one template, one client), Snapshot Save As (one file per client), conditional formatting (a negative return is red).

The hours, and the money

A cycle becomes a refresh. That is the whole claim.

a year, rebuilding the same report

480 hours

a year after, including linking it once

28 hours

saved in the first year, after licenses

€24,780

Those three are the worked example published on the pricing page: 20 reports, 12 cycles a year, 2 hours to build one, 60 euro an hour, and a refresh that takes 5 minutes. Every assumption under it is yours to argue with, so put your own four numbers in. For what it did to a business rather than a timesheet: Lumen Research, an eye tracking company whose reporting was ad hoc because it was manual, now runs it monthly and quarterly as a revenue stream. Read the story.

Bound, not generated

AI can draft your deck. It cannot promise that slide 4 matches the ledger.

A generated number is a guess that reads well. A bound number is a cell, a query or a field you can point at, inspect and explain to someone who cannot read code. When the report has a consequence, that difference is the product.

Generated

Fluent, and unaccountable

Ask an assistant for the quarterly pack and you get a plausible deck. Nobody can tell a correct rule from a convincing wrong one, and a report generated for the wrong client is a perfectly correct report. Nothing downstream detects it.

Bound

Every number has an address

Each figure, chart and table in the slide is linked to the exact cell, view or field it came from. Refresh brings the new data through the same link. The reviewer checks what changed, and the auditor can follow the line back.

Use Copilot to write the commentary. Use INSYNCR to make sure the numbers under it are real.

FAQ

Questions people ask before they try it

Can we produce one pack per client from one template?

Yes. One filter per client and Snapshot Save As writes one file per client, Microsoft PowerPoint or PDF.

Which plan?

Business for Excel, SharePoint and files; Professional when the source is SQL Server, Oracle, ODBC or OData.

Try it on your own report

Start with the pack you rebuilt last quarter.

Business is the pack this case needs: it reads these sources and generates one document per record.

Start free 7 day trial Everything in Business Sending this to IT? Everything they ask is here

No credit card · Your data stays on your PC · Windows, Office 2016+