Ship client Excel reports without Monday fire drills
Lock your report prompt once, pull from Airtable, Sheets, Stripe, or QuickBooks, and deliver a fresh .xlsx by email, webhook, Drive, or recipient portal — start with one free trial pack.
Schema-validated .xlsx output — you still review numbers before board or client delivery.From one messy export to a recurring client pack
Free includes one trial schedule. Agency adds seats, more packs, and a recipient portal for clients who still need Excel.
New workbook or upgrade the one you already have
Both paths use the same four-step pipeline: describe or upload → AI builds .xlsx → connect live data → schedule delivery. Browse report pack templates to start faster.
Create from scratch
Start from a blank description: budgets, pipelines, onboarding trackers, KPI dashboards. Ilka builds headers, rows, and sheets for you — then you download a real .xlsx.
Improve my file
Upload an existing .xlsx or .csv, then describe what to change: new tabs, totals row, grant columns, stage logic, etc. Your file is parsed in the browser — only the table structure is sent to the AI as JSON, not the binary. Built-in report presets help turn flat tool exports into stakeholder-ready layouts.
Same limits as create-from-scratch on your plan (3/month on Free, unlimited on Pro, Team, or Agency).Workbooks your desk actually uses
Mix from-scratch prompts with “Improve my file” ideas for retainer clients — cash packs, board summaries, pipeline rollups. Free trial lets you wire one prompt to live data and email an updated .xlsx on a schedule.
Every Monday: pull my client Airtable budget base and email a board-ready .xlsx (Free trial schedule)
Fractional CFO: Stripe balance transactions → cash summary workbook delivered to the client
Improve my file: add YTD variance vs budget and a board summary tab to my client P&L pack
Agency: multi-client KPI pack from Google Sheets with the same improve prompt every cycle
Improve my file: add weighted pipeline, stage aging, and monthly rollup for a retainer client
13-week cash flow with weekly inflows, outflows, and runway (from scratch, then schedule)
Primary focus: agencies and consultants who ship recurring Excel packs to clients.
For agencies & consultants
Standardize client board packs, label schedules per account, and deliver via email or recipient portal — without rebuilding the workbook every Monday.
Agency workflowFractional CFO retainers
Stripe or Sheets → cash / close pack on a schedule. Start with the free trial pack, then Agency when you serve multiple clients.
Client reporting use caseWhen the client pack should refresh itself
Connect Airtable, Google Sheets, Stripe, or QuickBooks, keep your improve-style prompt, and Ilka pulls fresh rows on a schedule — a real .xlsx lands by email. Free includes one trial pack; Agency scales seats, schedules, and recipient portal links.
Connect live data
Encrypted tokens, read-only Google scope, and Airtable PAT — you choose the source; Ilka maps it into the same improve pipeline as an uploaded export.
Schedule & deliver
Cron presets (e.g. Monday 9:00), timezone-aware runs, optional override email — limits scale with Team for more seats and higher monthly run caps.
Reuse & polish
Saved recipes plus Improve presets for stakeholder summaries — turn messy SaaS dumps into the same clean layout every run.
Start with one client pack. Scale to Agency.
Free proves the workflow. Agency is built for shops running many client report packs — seats, schedules, recipient portal, and a commercial-use license for client deliverables.
Free
$0 / month
3 generations / month
Create from scratch + improve uploaded files
1 trial scheduled report (5 runs/month)
Personal use — prove one client pack
Pro
$19 / month
Unlimited generations (manual + automation)
Generation history & saved recipes
Up to 10 schedules from live data
Email, webhook, optional Drive delivery
Commercial-use license
Agency
$99 / month
Up to 10 seats for client-delivery teams
100 schedules · 2000 runs/month
Recipient portal for clients
Priority onboarding for report packs
Commercial license for client work