> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finanzdash.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate client reporting

> Automate recurring client reports and keep dashboards and summaries up to date

Automate recurring client reports and keep dashboards and summaries up to date.

**Problem**<br />For each client, manually compiling reports takes time that law firms and advisors would rather spend elsewhere. Reporting is often built ad hoc in Excel, making it hard to keep dashboards and summaries current and to compare results across clients.

**Solution with FinanzDash**<br />Use standardized dashboards and role-based access to automate recurring client reports and keep them up to date without manual rework.

<img src="https://mintcdn.com/finanz-dash/yHG8vq_AHxYCzqpK/images/image.png?fit=max&auto=format&n=yHG8vq_AHxYCzqpK&q=85&s=dfd3c9168ad40d1a4887f0f6b705786f" alt="Image" width="1667" height="958" data-path="images/image.png" />

**How it works**<br />→ [User roles documentation](/en/finanzdash-benutzerrollen)<br />→ [Dashboard overview](/en/finanzdash-dashboards)


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