AgenX knows everything about your clients' books in real time. Ask it anything, or have it produce a branded monthly report in seconds, right inside Slack or Google Chat.
Connects to QuickBooks and Xero. No new software for your team to learn.
Pulling numbers, building decks, writing commentary. Every client report is hours of manual analyst work that doesn't scale with your book.
A client asks how last quarter looked, and the honest answer is "let me get back to you." By the time you do, the moment has passed.
You'd love to sell monthly reporting, but it means more headcount and more bottleneck. So it stays a favour, not a revenue line.
AgenX does all of it. In the tools you already use, in seconds, with your name on it.
Everything a great analyst would do for your clients, without the headcount, the bottleneck, or the wait.
Ask anything about any client in plain English. Burn rate, margins, cash position, revenue trends. Accurate, data-backed answers in seconds.
Full client reporting packs in your firm's colours and logo, generated in seconds. Consistent every month, accurate to the penny.
Cost breakdowns, revenue deep-dives, custom analyses. Just ask, refine in chat, and send your client a polished PDF.
Firms white-label AgenX and resell monthly reporting their clients can't get anywhere else. You keep the spread, with no extra headcount.
10 clients on monthly reporting becomes a meaningful new line of recurring revenue, on top of the work you already do.
Link your clients' QuickBooks or Xero. AgenX reads their books in real time.
Add your firm's logo, colours and fonts. Every report goes out looking like yours.
Question or report request, right in Slack or Google Chat. Answers and PDFs in seconds.
Send polished, accurate reports to clients, and answer their questions on the spot.
A 15-minute walkthrough on one of your own clients. No slides, just the product.
Book a walkthrough →