Agency onboarding

Active Agency subscribers (10 seats, 100 schedules, 2000 runs/month) can book one setup call to wire the first client report pack.

Book a setup call

What we cover on the call

  • Connect one client data source (Airtable, Google Sheets, QuickBooks, or Stripe)
  • Fork or save one report recipe from templates or community library
  • Create one scheduled report with timezone and delivery channel
  • Run a test delivery (email, webhook, or recipient portal)
  • Confirm run history and error hints in the app

SLA: we respond to Agency setup requests within 2 business days. Offer applies to active Agency subscriptions only — see pricing and agency workflows.

Automated Excel reporting for ops and finance — create, improve, and schedule .xlsx deliverables.

Product
Product overviewReport templatesGeneratePricingFAQ
Solutions
Finance teamsOperations teamsSmall businessNonprofitsAgenciesAgency onboarding
Resources
BlogComparisonsUse casesIntegrationsCommunity recipesScheduled reports setupCustomer storiesAboutContact
Legal
TermsLicensesPrivacySecurityGDPR

© 2026 Ilka. All rights reserved.

TermsPrivacyCookies