Report & Document Automation

The work is done. The report still isn't. That part, we automate.

Every client report you send — inspection, financial, advisory, ops — drafted automatically from the data and notes you already have. In your format, in your voice, in minutes instead of hours.

Start With One Report — $350 Or Book a Call

See how it scales from one report to your whole report line →

9+ yrs
Enterprise AI experience behind every engine
$350
Start on one report — yours to keep, forever
1 week
From your sample report to a working draft
You sign off
AI drafts; you review and send. Always.

Sound Familiar?

The job's finished. Now comes the report.

For a service business, the report is the product the client actually sees, and it's the slowest part of every job.

2–3 hrs
Spent writing up a single client report, after the real work is already done.

Writeup time caps your revenue

You can only take on as many jobs as you can write up. The report, not the work, is what limits how many clients you serve.

Same structure, written from scratch

Every report follows the same shape, yet you rebuild it by hand each time, retyping findings, captions, and recommendations.

Turnaround is costing you jobs

Reports that take days to deliver lose the time-sensitive work to whoever gets theirs out same-day.

Generic AI can't match your format

Off-the-shelf tools spit out something that looks nothing like your branded, client-ready report, so you end up rewriting it anyway.

You're not alone. And it doesn't have to be this way.

How It Works

Three steps. That's it.

I learn your report, build the engine around it, and hand you something you control. You stay the author.

2–4 weeks
From your first sample report to a working engine you run on real jobs.
1

Send me a few real reports

The finished documents you already deliver. I learn your structure, your language, and the rules behind how you write them.

2

I build your report engine

It takes your raw inputs — notes, photos, data, lab results — and drafts the finished report in your exact format.

3

You review and send

What took three hours takes twenty minutes. You read it over, make it yours, and it goes out the door same day.

Start With One Report — $350

See It Work

The same engine, every kind of report

This is the part most tools skip: the finished document. Pick the work you do and see what your client would actually receive — built from the raw inputs on the left.

Raw inputs
Field notes (handwritten)
12 site photos
Mould swab lab results (PDF)
Sidekik
Apex InspectionsIndoor Air Quality Division
DRAFT · READY
Mould Inspection Report
14 Maple Avenue, Mississauga · Inspected June 18, 2026 · Ref #AX-2241
Summary of Findings

Elevated moisture was identified in the basement north wall (28% MC) and behind the laundry-room drywall. Visible Stachybotrys-consistent growth across approximately 4 sq ft was confirmed by the swab analysis. No active leak was observed at time of visit.

28%
Peak moisture
~4 ft²
Affected area
3
Locations
Recommended action: Professional remediation of basement north wall, followed by post-clearance testing before reoccupancy.

Every one of these starts as inputs you already produce. Yours could be next.

Automate My Report — $350

The Path

Start with one report. Scale when it works.

Not a quote, a path. Prove it on one report for a flat $350. When it works, put your whole report line on the engine. Most clients start at step one.

Step 1: $350 flat Step 2: ongoing engine Step 3: full system
Step 1 · Start Here

Automate One Report — $350

Pick the one report you write most and hate most. I automate it for a flat $350, in one week, and walk you through it live. You run it yourself — paste your inputs in, get a finished draft out — and it's yours to keep forever. No subscription, no commitment. It's how you prove the engine on your own business before you scale it.

Reports people start with:

  • Site-visit notes and photos into the first draft of an inspection report
  • Monthly financial numbers into a client-ready performance review
  • Raw data export into a branded, shareable client dashboard
  • Meeting notes into a clean, structured client file note
  • Lab or test results into a plain-English findings summary
  • Project status updates drafted from your bullet points
  • A messy email thread into a clean quote or estimate
  • Recurring compliance or audit documents from a standard checklist

Don't see yours? Tell me the report you hate writing most.

What you'll do

  • 1Tell me the task. A 2-minute email. No call needed.
  • 2I build it within a week, trained on real reports from your business.
  • 330-minute live handoff. Watch it draft a real report. It's yours forever.

One report, one input shape, one output. If it's bigger than that, I'll tell you straight, and we'll step up to the Report Engine below.

$350 flat. One week. Yours forever.

Start With One Report
Step 2 · Scale It

The Report Engine

The $350 automation proves it works, but you still run it by hand. The Engine makes that same report run itself: connected to your inputs, hosted, and kept current, so a finished draft is ready every job without you pasting anything in.

  • Connected to your inputs, no more pasting
  • Hosted and run for you, every job
  • Kept current as your format and the models change
  • Drafts in your voice, your branded format
  • You review and sign off, always

Build fee + monthly.  The monthly keeps it running and current. Scoped on a call.

Scope My Report Engine
Step 3 · Full System

Full Reporting System

When one engine isn't enough: multiple report types, data pipelines, a client portal, dashboards. The whole reporting operation, built around how your firm runs.

  • Multiple report types on one engine
  • Pulls from your existing data sources
  • Client-facing portal or dashboards
  • Hands-on onboarding and training
  • Ongoing support available

Scoped on a call.  Sized to your report volume and systems.

Let's Talk About Your System

Who It's For

Same engine. Any field where the report is the deliverable.

You saw it draft an inspection, a financial review, and an advisory wrap-up. It's the same engine underneath — only your template changes. Wherever someone turns raw inputs into a document the client judges them on, it fits.

Don't see your field?
If your team writes the same kind of report on repeat, the engine is the same. Only the template changes. Worth a 15-minute call.
Book the call

Inspections

Mould, asbestos, home & environmental reports eat hours per site visit

Field notes & photos → finished report

Bookkeeping & Accounting

Monthly client P&L narratives and recurring statements stack up fast

Numbers → client-ready performance review

Financial & Advisory

Quarterly reviews and client wrap-ups pull advisors off billable time

Data → branded advisor report & email

Property & Field Services

Owner statements, site reports, and surveys built by hand every cycle

Site data → owner-ready report

Agencies & Consultants

Monthly performance reports and findings decks rebuilt from scratch

Metrics → client performance report

The ROI

Here's what the math looks like

Projections based on industry research for the kinds of workflows I typically automate.

15–25%
Typical small-business automation ROI in the first year, based on McKinsey small-business productivity studies.
85%
Less time per report
From a 2–3 hour writeup down to a 20-minute review and sign-off
2–3×
More reports per week
When writeup stops being the bottleneck, you take on more jobs
Same day
Turnaround
Win the time-sensitive jobs competitors lose to slow delivery

Projections based on industry research for typical small business workflows. Your results will depend on your specific situation.

Why Sidekik

Built around your report, not a template

No faceless platform, no generic AI wrapper. A report engine built to match how your firm actually writes, by the engineer who builds it.

Your format Direct access to the builder Plain English

Built for small business

Not enterprise software crammed into a small package. Built for how you actually work.

No tech expertise needed

If you can describe what slows you down, I can fix it. Zero coding on your end.

Hands-on onboarding

I don't throw tech over the fence and wish you luck. I walk you through everything.

Plain English, always

No jargon. No buzzwords. I explain everything like a friend over coffee.

Your data stays yours

Your business information is never shared or sold. See the privacy policy for details on how it's handled.

Why Trust Sidekik With This

Enterprise-grade AI, pointed at your reports.

A client report is a document you put your name on. Automating it takes AI that's robust, not a brittle prototype. Sidekik is built and run by an engineer with 9+ years leading AI transformation at the enterprise level: designing, shipping, and supporting the agents and tools that run in production, including an orchestration system that manages 10+ sub-agents end-to-end.

That same discipline goes into one thing here: the reports you send clients. The engines already running prove it out, a fractional-CFO practice's monthly reviews, an inspection firm's mould and asbestos reports, café financial summaries. Same architecture, different templates.

And you work directly with the person who builds it. No account managers, no ticket queue, no junior handing your reports to a tool they don't understand.

Built & run by Rodrigo Medeiros

Senior AI engineer  ·  9+ years in enterprise AI

FAQ

Questions you're probably thinking

If yours isn't here, ask it directly. I read every email myself.

Still have a question?
Drop me an email and I'll get back to you within a business day. No bots, no auto-replies.
Email Rodrigo
Not at all. If you can describe what's slowing you down, I can build the solution. I handle all the technical work. You just tell me where it hurts. And I walk you through everything during onboarding.
There's an entry point at every level. Automating one report is a flat $350, built in a week and yours to keep, with no subscription. The Report Engine is a build fee plus a monthly that keeps it running and current. A full reporting system is scoped to your report volume and the systems it connects to. Engine and full-system pricing is set on a free discovery call, where I'll give you an honest read on what actually makes sense, no commitment, no pressure.
Yes. One task, one flat price, no subscription. If your task turns out to be bigger than a one-task job, I'll say so before you pay anything, not after.
No. It writes the first draft so your expert reviews and signs off instead of typing from a blank page. The judgment stays human; the engine just removes the hours of assembly. You always read and approve before anything goes to a client.
Automating one report takes about a week. A full Report Engine — connected to your inputs and hosted — typically takes 2–4 weeks depending on your data and integrations. Either way, you're looking at days and weeks, not months. I move fast because I know you're busy.
If your team writes the same kind of client report over and over — inspections, financial reviews, advisory wrap-ups, status updates — this is built for exactly that. The cleanest way to find out is the $350 one-report proof: I automate your worst report and you see it work on your own business. Prefer to talk first? Book a free discovery call and I'll give you an honest read on the fit.
Your data stays yours. I never share, sell, or use it for anything other than running your tools. On the discovery call I'll walk you through exactly how data is stored, who can see it, and what controls you have. See the privacy policy for the written version.

Start with the one report you're tired of writing.

Automate it for a flat $350 in a week. See it work on your own business, then decide whether to put your whole report line on the engine.

Start With One Report — $350