---
title: "Excel Report Packs for Agencies | Automated Excel Reporting Agent"
description: "Ilka is an automated Excel reporting agent for agencies and consultants: create or improve .xlsx client packs with AI, then schedule recurring deliveries from Airtable, Google Sheets, QuickBooks, or Stripe. Free includes one trial schedule; Agency adds seats, recipient portal, and multi-client capacity."
canonical: "https://www.ilka.co/"
last_updated: "2026-08-14"
---

# Excel Report Packs for Agencies | Automated Excel Reporting Agent

Ilka helps agencies and consultants schedule recurring Excel report packs from connected data — create or improve .xlsx workbooks, then deliver by email, webhook, Drive, or recipient portal.

## How Ilka works

1. **Describe or upload** — Plain English or an existing .xlsx / .csv
2. **AI builds .xlsx** — Validated workbook with headers, rows, and totals
3. **Connect live data** — Airtable, Google Sheets, QuickBooks, or Stripe
4. **Schedule & deliver** — Email, signed webhook, Drive, or recipient portal

## Use cases

### Client board pack on a schedule

Lock your agency improve prompt once, pull from the client Airtable or Sheet, and email a fresh .xlsx every cycle.

[Client board pack on a schedule](https://www.ilka.co/for-agencies.md)

### Fractional CFO cash pack

Stripe or Sheets → cash summary workbook. Share via recipient portal on Agency — no Ilka login for the client.

[Fractional CFO cash pack](https://www.ilka.co/use-cases/agency-client-reporting.md)

### Polish a messy client export

Upload an .xlsx or .csv, pick a report preset — real download. Same prompt becomes the scheduled pack.

[Polish a messy client export](https://www.ilka.co/use-cases/agency-board-pack.md)

### Webhook + signed .xlsx link

After each scheduled success, POST JSON with HMAC signature and a time-limited download URL for your stack.

[Webhook + signed .xlsx link](https://www.ilka.co/integrations/webhook-excel-reports.md)

### Multi-client recipe library

Reuse vetted prompts per client vertical. Agency adds client labels, seats, and recipient portal links.

[Multi-client recipe library](https://www.ilka.co/for-agencies.md)

### Google Sheets → board-ready Excel

Pull live rows from Sheets, run the same AI pipeline as Improve, deliver by email or webhook.

[Google Sheets → board-ready Excel](https://www.ilka.co/integrations/google-sheets-excel-reports.md)

## Next

- [Product overview](https://www.ilka.co/product.md)
- [Pricing](https://www.ilka.co/pricing.md)
- [FAQ](https://www.ilka.co/faq.md)
- [Glossary](https://www.ilka.co/glossary.md)

## Sitemap

See the full [sitemap](https://www.ilka.co/sitemap.md) for all pages.

HTML: https://www.ilka.co/  
Markdown: https://www.ilka.co/index.md