Client reporting
Bring financial records and commentary into the reporting format your client expects, with sources available for review.
For administrators, accountants, and advisers
The client work.Ready for review.
Cosimo assembles client records, prepares reports, and drafts requests for missing information. Give your team more time to review the numbers and advise clients, with each deliverable prepared in the format they expect.
Your request
“Get the client review package ready.
Show me what's still missing.”
Your client records and agreed checklist.
Ready for your team.
- Records assembled in your format
- Missing information listed
- Follow-up messages prepared
Keep the expertise.
Reduce the preparation.
Start with work that repeats across your clients. Configure each engagement around its own records, reporting requirements, and review standards.
Document collection
Check a package against your agreed requirements. Prepare a clear list of what is missing and the messages needed to request it.
Review packages
Assemble the records behind an account, entity, or client request. Surface conflicting information and questions for the professional responsible.
See how records, source checks, and a draft report come together.
Start with the work
you know too well.
Show us a recurring process and what a good result looks like. We’ll assess the fit and agree a first workflow to configure and test.
Use your established formats.
Your templates, terminology, and review requirements give the process its shape.
Agree the client-data boundaries.
Set the records, access, and handling requirements for the engagement before using client information.
Keep professional sign-off with your team.
Cosimo prepares the work for review. Accounting conclusions, advice, and approval remain with the people responsible.
Start with one process.
Which client deliverable
takes too long to prepare?
Tell us what you prepare repeatedly, which records you need, and where the work gets stuck. We’ll assess the fit and outline a first workflow with the inputs, deliverable, and review requirements clearly defined.
Discuss your workflowA few sentences are enough. No client documents needed to start.
Or email info@medici.ai directly.