Automated Customer Statement Generator

# Automated Customer Statement Generator ## What It Does The Automated Customer Statement Generator automates the generation of customer statements with credit risk analysis, saving finance teams time and reducing manual errors. It produces statements in PDF format and delivers them via Gmail. This automation helps businesses stay on top of customer credit risk while freeing up staff to focus on higher-value tasks. By streamlining this process, finance teams can improve their overall efficiency and accuracy. ## Who Needs This Finance Managers who currently spend a significant amount of time manually generating customer statements and assessing credit risk will benefit greatly from this automation. They often struggle with the tedious task of compiling data, analyzing credit risk, and formatting statements, which can be prone to errors. By automating this process, Finance Managers can redirect their attention to more strategic and high-value tasks. ## How It Works — Step by Step 1. You provide a list of customer accounts that require statements. 2. The agent retrieves the necessary financial data for each customer. 3. It analyzes the data to assess the credit risk associated with each customer. 4. The agent generates a comprehensive customer statement, including the credit risk analysis. 5. The statement is formatted into a professional PDF document. 6. You specify the Gmail account to use for delivery. 7. The agent sends the PDF statement to the designated customer via Gmail. 8. A record of the sent statement is maintained for future reference. ## What You Get * PDF customer statements with credit risk analysis * Statements delivered to customers via Gmail * A record of sent statements for tracking and reference * Time savings of 3 hours per week * Reduced manual errors in statement generation and credit risk analysis ## Setup Requirements * Gmail account credentials * Access to the financial data source (e.g., accounting software or database) * List of customer accounts that require statements * AI service credentials (for credit risk analysis) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*