For inspection, accounting, advisory & agency firmsFor client-services firms
Report automation, built around your reports.
Not a template you adapt to. An engine built from your past reports that turns notes, photos, and data into a client-ready draft. You review, sign, and send.
The Problem
The report is what your client actually sees.
It's also often the slowest part of the job. Hand off the first draft and your experts get back to expert work.
See It Work
One method, built around the reports you send.
Pick your field and compare the raw inputs with the draft your client receives.
Each numbered input is marked where it landed in the draft. Select one to highlight it. Sample firms and data.
Elevated moisture was identified in the basement north wall (28% MC) and behind the laundry-room drywall.1 (from field notes) Visible Stachybotrys-consistent growth across approximately 4 sq ft2 (from site photos) was confirmed by the swab analysis.3 (from lab results) No active leak was observed at time of visit.
Each numbered input is marked where it landed in the draft. Select one to highlight it. Sample firms and data.
Revenue rose 11% over July1 (from the P&L export), led by the new weekend brunch service3 (from the context notes). Margins held steady despite higher food costs.1 (from the P&L export) Cash position improved, though receivables over 60 days crept up2 (from the bank and AR summary) and are worth a look before they affect liquidity.
Each numbered input is marked where it landed in the draft. Select one to highlight it. Sample firms and data.
The portfolio is up 6.2% on the quarter2 (from the portfolio data), tracking ahead of the plan we set in January. The education fund is now fully on schedule for 2028.3 (from the client goals) We rebalanced slightly out of equities to lock in gains, in line with your stated comfort with risk this year.1 (from the call notes)
Built for fields where the report is the deliverable
- Mould & asbestos inspections
- Property & home inspections
- Bookkeeping & accounting
- Management reporting
- Financial advisory
- Agencies & consultants
Don't see yours? A 15-minute call (opens in a new tab) is enough to check.
How It Works
From your past reports to a working engine.
Share a few past reports
Your structure, wording, and house rules get mapped into a style profile.
Your engine gets built
Notes, photos, and data go in. Your format comes out. About a week.
Review, sign, send
Hours of writing become a short review. Nothing goes out without your sign-off.
What's inside every engine
- Inputs
- The notes, photos, PDFs, and exports you already produce
- Style profile
- Learned from your own past reports
- Template
- Your sections, branding, and sign-off block
- Review
- Human sign-off on every report, by design
- Build time
- About a week for your first report
- Handoff
- A 30-minute live walkthrough
Pricing
Prove it on one report. Then let it run.
A flat $350 proof on your own work. Scale only once it earns its place.
Step 1 · Start here
Automate One Report
$350 flat
Your most-written report, automated in about a week. You run it yourself, and it's yours to keep.
- Built from your real past reports
- 30-minute live handoff
- No subscription, no lock-in
Step 2 · Scale it
The Report Engine
Build fee + monthly
The same report, connected to your inputs and hosted, so a draft is waiting after every job.
- No more pasting inputs
- Hosted and monitored for you
- Kept current as your format changes
Step 3 · Full system
Full Reporting System
Scoped on a call
Several report types, data pipelines, and a client portal, built around how your firm runs.
- Multiple report types, one engine
- Pulls from your existing systems
- Client-facing portal or dashboards
If your report needs more than the $350 build, I'll tell you before you pay, not after.
Who Builds It
Senior AI engineering. A direct line.
Sidekik is built and run by Rodrigo Medeiros, a senior AI engineer with 9+ years shipping production AI at enterprise scale, including an orchestration system that runs 10+ sub-agents end to end.
He builds every engine himself, and you work with him directly. No account managers, no ticket queue.
Engines running today
Names withheld
- Fractional CFO practiceMonthly client reviewsMonthly
- Inspection firmMould and asbestos reportsPer job
- Café groupMonthly financial summariesMonthly
Pick the report you're tired of writing.
Flat $350, about a week, yours to keep. Prove it on your own work, then decide what runs next.
Bigger scope, or want to talk first? Book a free call (opens in a new tab) or email rodrigo@sidekik.ca.