ReportingBee

Automation

Automated client reporting with a human in the loop

Give each client a consistent reporting cadence, with reusable layouts, refreshed metrics and commentary prepared before the report link is sent.

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From £9.99/month · Agency £49/month

What you can report on

Delivery cadence
Scheduled sends per client — the visible promise that reporting arrives on the same rhythm every month.
Connection health
Whether each client's sources are still pulling — checked before send, not after the client asks why numbers look old.
Review status
Whether this month's figures have been checked and commentary written — the step that keeps scheduled delivery reliable.

Cadence is the visible feature

Clients experience automation as reliability: the report arrives the same way, on the same rhythm, every month. Scheduled sends and persistent share links deliver that — the automation clients actually notice isn't the data pull, it's never having to chase you.

The ReportingBee reports list showing reports across multiple clients
ReportingBee reports list. Sample client data.

The pre-send review is the point

Scheduled emails send the saved report link; they do not fetch new figures. The workflow: refresh connected data, update manual widgets, sanity-check and comment, then let the schedule deliver. Reports marked as requiring approval are excluded from automatic delivery and must be sent manually.

The ReportingBee report template library with ready-made report layouts
ReportingBee template library. Sample client data.

Connection checks before client questions

OAuth tokens expire and API keys rotate. ReportingBee surfaces connection status so a dead source is a task for you on Tuesday, not a confused email from the client on Friday. Check sources before the scheduled delivery.

How it works

  1. 01

    Set each client's schedule

    Weekly, monthly or quarterly — the cadence becomes the commitment.

  2. 02

    Monitor connections

    Check source health ahead of send; reconnect anything expired.

  3. 03

    Review, comment, send

    Scan refreshed figures, write the narrative, let the schedule deliver.

Simple, capped pricing

£9.99/month starter

First client included, then £3.99/month per extra client, capped at ten slots (£45.90/month).

£49/month agency

Flat monthly price with unlimited clients.

See pricing

Frequently asked questions

Can a report send itself without me looking?

Delivery can be scheduled — unless the report requires approval, in which case it is excluded from automatic delivery and sent manually after review.

What if data hasn't refreshed when it sends?

The scheduled email links to the saved report snapshot; it does not refresh the data. Refresh and review the report before its scheduled delivery, or require approval and send manually after review.

How much does ReportingBee cost?

Starter is £9.99/month for your first client and £3.99/month for each extra client, capped at ten client slots (£45.90/month). The Agency plan is £49/month flat with unlimited clients.

Keep exploring

Automated Reporting

Reuse branded layouts, refresh connected metrics and schedule report-link emails. Review data and update manual widgets before delivery.

Client Reporting Software

Build the deliverable once — your branding, your commentary, their numbers — then let it become the reusable monthly report clients expect by name.

White Label Reporting Software

Add your agency and client branding to reports, customise shared-report presentation, and connect a custom share domain after DNS verification.

Browse all reporting guides

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