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A folder per day or per value when saving to a destination

For finance teams

Close the month, not the laptop at midnight.

Finance teams use KPImailer to send month-end packs, daily cash positions and budget variance reports as real Excel files, with the pivots and formulas controllers already trust.

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Reports finance teams automate

Typical examples. Every report is designed by your team from your own data.

  • 01

    Month-end management pack

    Excel template with one tab per cost centre, your own PivotTables recalculated, PDF summary in the email.

  • 02

    Daily cash and receivables

    Sent the moment the overnight reload finishes, only on business days.

  • 03

    Budget variance alerts

    A send rule fires only when a department is over budget, with the variance explained in the email.

  • 04

    Audit-ready archive

    Every pack saved to a SharePoint folder per period, with the run logged step by step.

Why finance teams choose KPImailer

Excel stays Excel. Controllers build templates in desktop Excel with the KPImailer add-in. Their PivotTables, formulas and formatting survive every run, and the delivered workbook opens with numbers already calculated.

Every run is traceable. The execution log records what was filtered, rendered and sent, and when. Files can be archived to SharePoint or a network share per period.

Right numbers, right people. Bursting sends each budget holder only their cost centre, with recipients taken from your data.

Features finance teams use most

Send your first automated report this week.

Install the 30-day trial, connect your BI platform and design a report. If you get stuck, a product specialist will walk you through it.

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No credit card. Every feature included. Nothing is deleted when the trial ends.