reportr
one-click client reports
reportr turns the carrier and platform portals you already log into every month into finished client reports. It reads the data straight from the tab you're on — the official API where there is one, the rendered page where there isn't — so there's no export, no copy-paste, and nothing to wire up. The first pack tackles insurance commission reconciliation: weeks of manual cross-checking across dozens of carrier sites, done in a click.
It reconciles what you were owed against what was actually paid, flags every short-paid, unpaid, and uncatalogued line, and renders a white-label PDF with your own logo and colors. The engine underneath is vertical-agnostic, so the same flow extends to wealth, marketing, and beyond — only the adapter pack changes.
how it works
- 01
open a portal
On a carrier or platform tab you're already signed into, hit capture.
- 02
reconcile
reportr pulls the data and checks expected against actual, line by line.
- 03
export branded
Get a white-label PDF — your logo, your colors — ready to send to the client.