Take a look at Coact...
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Utilise Coact’s extensive range of pre-built reporting templates and personalize them with the easy-to-use drag-and-drop grid or create your template
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Feature rich and future-proof
Branding & Customisation
- In-depth tile customisation
- Template creation and customisation
- Include images, videos, client logos
- Custom text boxes and commentary
- Custom email templates
- Multiple currency support
- Add contributors to edit reports
Automation
- Unlimited data refresh
- Multi-data source reports
- One-click report creation
- One-click report duplication
- Copy report & switch data sources
- Automated report formatting
- Live data auto-refresh
Market leading UI & UX
- Multi-tabbed reports
- Simple & intuitive design
- Powerful drag-and-drop grid
- 25+ report templates
- Custom data feed
- 1000+ pre-built charts & tables
- Interactive report viewing for clients
Simple Sharing Capabilities
- Public URL sharing
- PDF exports
- Email sharing
- Password protected client portal
- Custom domain PRO
Simple & Secure Billing
- Stripe partner
- No card/personal details stored
- No contractual obligations
- Free cancellation
- 30 day refund policy
Support
- Dedicated account manager PRO
- Managed report builds & edits PRO
- No obligations trial
- Initial test reports set-up in Coact free of charge
- Free comprehensive help center
- Live chat support PRO
