Set up your first scheduled pack
Ilka hosts the scheduling for you. Follow these steps in the app — no servers, cron jobs, or environment variables to configure on your side.
1. Connect the client's source
In Client packs, connect the client's source (Stripe, Google Sheets, Airtable, Pennylane and Xero today (QuickBooks coming soon)) with read-only access. Connect each client organisation separately so a pack never mixes two sets of books.
2. Design the pack once and lock it
Design the pack once and check it against the real numbers, then lock the layout. AI proposes the layout at design time only; every later delivery copies figures from the source in code and adds a Source check sheet.
3. Pick the delivery day and channel
Choose the delivery day and channel (email, client portal on Firm, SharePoint, Google Drive or signed webhook). Free covers 1 client with 1 pack and 5 deliveries a month; Pro and Firm unlock more capacity (pricing).
4. Send yourself a test delivery
Click Run now to send yourself a test delivery. Scheduled deliveries go out within about 30 minutes of the time you choose.
Receiving packs by webhook?
See Signed webhook delivery to verify the X-Ilka-Signature header.