EconomicoCharts, a month picker and a link to send, in the report your agent built
The problem My agent can answer any question from my books, but the answer is a table in a chat. Every month I still rebuild the charts and the investor update by hand.
Your agent can now build a report with bar and line charts, figures, tables and your own text, laid out as a dashboard or as a letter. A report can have settings, such as the month, that you change on the page without asking again. Headline figures such as recurring revenue, burn, cash and runway match the built-in reports.
Pin up to five reports to your workspace sidebar and put one on the overview, where everyone in the business sees the same figures.
Send a report as a link that needs no sign-in. A frozen link keeps exactly what you sent, for the month you chose. A live link follows your books, and its reader can change the month. Sharing a link needs the Founders or Startup plan.
Your agent can check and preview a report before saving it, so its tries leave nothing behind in your books.