Reporting automation for financial services and finance teams
Scheduled, branded, permission-aware reporting from your databases, for internal teams and your customers.
Accurate, repeatable, on time
Financial reporting has to be consistent. DataReportive runs the same trusted queries on a schedule, so daily, weekly and monthly numbers come from one source and match every time. Deliver internal operational reports and, where you serve customers, branded statements and account reports.
Permission-aware by design
Use user and group permissions so people and customers see only the data they should. For fintechs, embedded white-label reporting lets you offer account reporting inside your product under your brand.
Reports finance teams automate
Daily transaction and revenue summaries, reconciliation support, KPI dashboards, customer or account statements, and month-end packs as branded PDFs.
How it works
Connect your financial or operational database.
Build reports in SQL with the right permissions.
Schedule internal reports or embed customer-facing ones.