Financial reporting
Know your numbers without building a spreadsheet: reports that assemble themselves and arrive on a schedule.
Can AI automate business financial reports? Yes, for operating reports. AI tools can pull figures from accounting software and your CRM, assemble a one-page summary of revenue, receivables, pipeline, and job status, and email it to you on a set schedule. Your CPA still handles tax and accounting. Denver builds the reports with you so you can read and trust every number.
What Denver builds with you
Set up in your accounts, one-on-one, and taught so you can run it yourself.
Scheduled owner reports
A short report in your inbox on the days you choose, with the numbers you actually check.
Accounting plus CRM in one view
Revenue and receivables next to pipeline and close rate, so sales and cash tell one story.
Dashboards
One screen across accounting, CRM, phones, and website traffic.
Exception alerts
A heads-up when something is off: a large unpaid invoice, a slow week, a drop in leads.
Plain-language summaries
A few sentences on what changed and why it matters, written for an owner, not an accountant.
Clear sources
Every figure traced to where it came from, so you can check it.
Free 30-minute call
Talk through where the time and money go, and whether this is the right first project.
Build it together
Hourly by Zoom, or a half or full day in person in Dallas-Fort Worth.
Run it yourself
You own the setup and know how to change it. Come back when the next problem is worth it.
What you will need: Read access to your accounting software and CRM, and a list of the numbers you want to see each week.
Cost and ownership
Denver's time is $299 per hour by Zoom or phone, $799 for a three-hour block, or in person within 50 miles of Dallas at $1,249 for a half day and $1,999 for a full day. The first 30 minutes are free. Everything built for you is yours, set up in your accounts, and Denver does not keep your data or tools on his own computers. See pricing.
Common questions
Is this accounting or tax advice?
No. This is reporting built from your own systems. It is not accounting, tax, or financial advice, and your CPA remains your source for those.
Which accounting software works?
Most common small business accounting and CRM platforms can feed a report. Denver will confirm on the intro call what your systems allow.
Who can see the reports?
Only the people you choose. Reports are built and sent from your accounts, and Denver does not keep copies.
How accurate is it?
As accurate as the books it reads. Every report shows its sources, and the first few runs are checked side by side with your accounting software.
AI sessions are training and implementation help with AI tools and workflows. They are not financial, investment, tax, legal, or accounting advice, and not advice on how to run or invest in your business. They are not connected to Denver McClure's other companies, and you are never asked to use any of them. See disclosures.