Solution introduction

Personalized Reports Without Coding

Connect your data with our drag-and-drop report builder to automatically generate visually rich documents and deliver them to clients, partners, or employees

CxReports is a reporting platform that transforms complex data into professional, pixel-perfect PDF reports.

Built for finance, insurance, and SaaS teams that have outgrown Crystal and Excel, it simplifies the reporting process for organizations of all sizes. With CxReports, teams can:

  • Design reports using an intuitive editor
  • Connect to a wide range of data sources
  • Collaborate on report creation
  • Automate generation and delivery at scale
  • Access everything through a robust API

The result is consistent, brand-aligned output without the tedious manual work that traditional reporting tools require.

Years of collaboration with accounting and finance professionals showed us that existing tools were either too complex, too limited, or not built for modern compliance-driven use cases. CxReports was created to close this gap by combining accuracy, scalability, and ease of use in one platform.

For wealth managers, insurers, and financial software providers, CxReports is the only PDF report generator you will ever need.

 

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