Business & Enterprise Plan

Client Reports. Delivered
Before They Ask.

Hundreds of report types, shared templates, and scheduled delivery across every org — so every client gets the right data at the right time without you pulling it manually.

Start for free — no credit card required

Work email only · Setup in minutes · Cancel anytime

100s
Report configurations
Scheduled
Automated delivery
Portfolio
Cross-org view

Report capabilities

Every Report. Every Client. On Time.

From daily revenue snapshots to monthly profitability deep-dives — scheduled and delivered across your whole portfolio.

Hundreds of report types per org

Revenue, profitability, ad spend, COGS, customer lifetime value, SKU-level performance — every report type is available in every org with the client's own data scoped in.

Shared report templates

Build a report template once and deploy it to all client orgs. The structure is shared; the data is always org-specific. Consistent format, unique insights per client.

Scheduled delivery across orgs

Set a report to run every Monday morning for every client. PayHelm delivers to the right people in each org on schedule — no manual pulls, no forwarding chains.

Customer stories

Reporting That Changes How You Work

"We recently switched our business to PayHelm after disappointing results from a more expensive competitor. PayHelm even updated their program to fit our need for end-of-month profit reporting and part number listings."

Kenneth Lupi

RC Pro Zone · BigCommerce

5 reports consolidated into 1
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"PayHelm has made our daily reconciliation so much easier. The bank reference ID feature is a game changer — I can match every Shopify payout to our bank deposits instantly. I tell everyone in our Maze Group about it when they ask about reporting."

Team

Middleton Farms · Shopify

Daily reconciliation automated
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AI in action

Schedule Reports Across Every Client With One Command

PayHelm AI sets up report delivery for all your orgs in a single conversation.

PayHelm AI Agent
Portfolio reporting — 4 orgs
Schedule a weekly revenue and ad performance report for all 4 of my client orgs — every Monday at 7am.
PayHelm AI
Done. Scheduled for 4 orgs: 📅 Acme Apparel — Revenue + Ad Performance → Jake, Sarah 📅 TechBrand Co. — Revenue + Ad Performance → Mike 📅 FashionHouse — Revenue + Ad Performance → Emma, David 📅 NorthStar Goods — Revenue + Ad Performance → Lisa First delivery: Monday, June 16 at 7:00 AM. Format: PDF + inline email summary.
Add an end-of-month profitability report too — SKU level.
PayHelm AI
SKU-level profitability report added to all 4 orgs. Delivery: last business day of each month. Your clients will now get: • Weekly (Mon 7am): Revenue + Ad Performance • Monthly (EOM): SKU-level Profitability No further action needed — these run automatically forever.
Ask PayHelm AI anything about your clients…

Everything included

Stop Pulling Reports Manually

Set up once. Clients get the right data on schedule, every time.

Hundreds of report configurations — revenue, ad, COGS, LTV, SKU-level
Shared report templates — build once, apply to all client orgs
Scheduled delivery: weekly, monthly, custom cadence per org
AI-generated narrative summaries alongside raw data
End-of-month profit reports with part-level and SKU detail
My Team view: see all client org data in a single portfolio report
Delivered to each org's right stakeholders automatically
Export to PDF, CSV, or Google Sheets — per client, on demand

Reports Your Clients Will Actually Use

Hundreds of report types, shared templates, scheduled delivery across every org. Set it and forget it.

Work email only · No credit card · Cancel anytime

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