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Business automation for growing teams — plans starting at $5/month.See pricing
Aitomately
ReportingAI optional

Daily Business Report Bot

Your business numbers in your inbox every morning.

Start AutomatingTalk to Sales

The problem

Owners piece together sales, expenses and receivables from several sheets each day — or don't, and problems surface late.

Who it's for

  • Business owners and managers
  • Multi-branch retailers
  • Restaurants and service businesses

Key features

  • Import sales and expense data
  • Summarize daily business activity
  • Report receivables and stock indicators where data exists
  • Detect configured anomalies
  • Schedule reports
  • Deliver reports through supported integrations

Example workflow

  1. 1

    Sales and expense data is imported

  2. 2

    Totals for the report day are calculated

  3. 3

    Results are compared with the previous 7-day average

  4. 4

    Unusual drops or spikes are flagged

  5. 5

    The report is emailed at your scheduled time

Configuration requirements

  • Daily sales/expense export with date, type and amount
  • Report recipients' email addresses
Data columns
ColumnRequiredDescription
dateYesYYYY-MM-DD
typeYessale, expense or receivable
amountYesAmount
categoryNoCategory / branch

AI requirements

All figures are calculated without AI. AI only writes an optional narrative summary.

  • Write a short plain-language summary of the day

Often used together