Client Excel packs that build and send themselves
Connect a client's Xero, Airtable, Google Sheet or Stripe today (QuickBooks coming soon), lock the pack layout once, and send a reconciled .xlsx by email, webhook, or — on Firm — a client portal on schedule, with a delivery log your team can audit. Free covers 1 client: 1 pack, 5 deliveries a month, Source check included.
What's included in Firm onboarding10 clients included, then $5 per client per month
Up to 10 seats
White-label email and client portal
SharePoint delivery + audit log export
Guided setup call
Example agency workflows
Client board pack
Pull from the client Airtable base each month, lock the pack layout once, email the .xlsx — same structure every cycle.
Fractional CFO retainer
Stripe balance transactions → cash summary pack with a Source check sheet. On Firm, share via a client portal link (no Ilka login for the client).
Multi-client recipe library
Publish vetted prompts to the community library or keep private saved recipes per client vertical.
Firm plan — self-serve or setup call
Start free with one client, then upgrade. Firm: $49/month with 10 clients included, then $5 per extra client, 10 seats and a white-label client portal.