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35 tools for “Client Reporting”

TapClicksNew
Marketing data and AI reporting platform for agencies and media firms
PaidMarketingMade in United States
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Fluent
Writes client performance reports for marketing agencies
PaidMarketing
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Booke AI
AI bookkeeper that categorizes bank feeds in QuickBooks and Xero
From $129/moLegal, finance & HR
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SurgeGraph
Track and win brand citations across ChatGPT, Perplexity and Google AI
PaidMarketing
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Xylo
Client intelligence platform for financial advisors
From $99/moLegal, finance & HR
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SachivNew
Turns scattered client calls into structured onboarding data
PaidSales
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ReputationNew
Review, listings and social platform for multi-location brands, with AI
From $80/moMarketingMade in United States
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Cape.ai
Agentic AI for back-office operations at banks and trust companies
PaidLegal, finance & HRMade in United States
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ReferentNew
AI-native practice management for solo lawyers and small firms
PaidLegal, finance & HR
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Dataleon
AI agents that handle KYB, KYC and AML compliance checks
PaidLegal, finance & HRMade in France
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Growf
AI operating system that runs strategy and content for agencies
PaidMarketing
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Outlit
Monitors long-tail customers and flags revenue risks and growth
PaidSales
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Resolve by retape.ai
AI-native CRM with AI workers for debt settlement firms
PaidLegal, finance & HR
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Yogger
AI movement assessments from phone video for clinicians
From $99/moLegal, finance & HR
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Botco.ai
Compliance-focused AI agents for healthcare, pharma and city services
PaidCustomer supportMade in United States
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Gong
Revenue intelligence that records calls and coaches reps
PaidSalesMade in United States
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UserGems
Track job changes and buying signals to find warm pipeline
From $40000/yrSalesMade in United States
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PropenseNew
Cross-sell recommendations for accounting, law and consulting firms
PaidSales
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MorevyNew
Recurring revenue analysis that traces every MRR change to customers
From $150/moData & analytics
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Backstory
Revenue intelligence built on captured sales activity data
PaidSalesMade in United States
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Customerscore.ioNew
AI customer success platform that predicts churn and upsell for SaaS
PaidSalesMade in Czechia
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Kustomer
AI-native customer service CRM built around the customer timeline
PaidCustomer supportMade in United States
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Backtrack
AI notetaker for 1:1 meetings at hosted buyer events
PaidProductivity1 clicks to the website
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ClosedLoop AINew
Product intelligence that ties customer feedback to revenue
PaidData & analytics
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Enterpret
Customer feedback analysis for product and CX teams
PaidData & analytics
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Chattermill
AI analysis of customer feedback for CX and product teams
PaidData & analyticsMade in United Kingdom
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Akira
AI guest feedback platform for multi-location brands and golf courses
PaidLegal, finance & HR
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Deeto
AI platform that turns customer voice into references and insights
PaidSales
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Bagel AINew
Product feedback platform that ranks requests by revenue at stake
From $24000/yrProductivity
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HearNew
AI analysis of every contact center conversation for CX teams
PaidCustomer support
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