Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Hand analysts a clean CSV and a report of skipped source lines.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
Save report tables as downloadable CSV files for handoff.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.