Finance & Compliance Reporting

Automate the recurring reports finance teams pull by hand

Monthly compliance reports, weekly KPI dashboards, daily case exports — the reports that get pulled the same way, on the same schedule, every time. Record the click-through once and let it run itself, with a full audit trail for every run.

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Daily, weekly, or monthly — set once

Whether it's a monthly compliance report, a weekly KPI dashboard, or a daily case export, set the schedule once and the Report Flow Agent checks it every minute and runs the workflow automatically — even when the browser is closed and you're not at your desk.

A full audit log for every run

Every scheduled run is logged step by step — a record of exactly what happened and when, which matters when a report feeds into a compliance or audit process. If a run fails, the log shows exactly which step and why.

Team plans built for shared reporting

The Team plan supports up to 5 user seats and Department supports up to 25, so a finance or reporting team can share workflows and scheduling instead of one person being the single point of failure for a recurring report.

FAQ

Common questions.

Can my whole finance team use it?
Yes. The Team plan ($99/mo) supports up to 5 user seats and the Department plan ($199/mo) supports up to 25. Each user can create and run their own workflows, and admins manage user accounts from the Manage Users page.
What happens if a scheduled report fails to run?
Every run is logged with a full step-by-step record. If a step fails — a missing element, a login timeout, a page that loaded differently — the log shows exactly which step and why, so you can review it and re-run manually before the next scheduled run.
Can I try it before paying?
Yes. The Free plan lets you create up to 2 workflows and run them manually — no time limit, no credit card required. Upgrade to Solo ($49/mo) or Team ($99/mo) when you're ready for scheduled, hands-free automation.
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Report Flow  ·  Runs on your machine, your data stays yours
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