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Agent · part of Virtual Accountant $300/mo

Automated Reporting Agent

Sends the P&L and cash report on schedule.

A reporting agent that builds your profit-and-loss, balance sheet, and cash statements and delivers them on a set schedule. The monthly close arrives in your inbox instead of on a to-do list.

  • Delivers P&L, balance sheet, and cash statements on schedule
  • Pulls live numbers — no manual spreadsheet assembly
  • Calls out the line items that moved and by how much
Questions
How often does it report?

On any cadence you set — weekly, monthly, or quarterly — and on demand whenever you ask.

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$300/mo Automated Reporting Agent