Agencies and consultants

Client reporting in Excel without deadline crunches

For agencies and consultants delivering repeat report packs to clients who expect spreadsheet outputs.


Agency pain point

Teams duplicate old files, update screenshots, and fix formulas under time pressure before each client call.

Agency advantage with Ilka

Lock one pack per client, duplicate it across accounts, and deliver under your name while you keep the first runs for review.

- Same layout across accounts, figures from each client’s source

- Email, portal, or SharePoint delivery

- Source check before the file goes to the client

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Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

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