Thanks for reaching out, there absolutely is! Sounds like our management report pack that we’ve built in our templates library could be exactly what you’re after, simply select your client, hit refresh and you’re done! We have a great solution for working papers too. I would recommend us setting up some time to dive into your requirements in greater detail, I’ll be able to show you our reports in action and any other used cases we can add value within your business.
Best way to book some time in with me is via https://www.datadear.com/datadear-event-book-a-slot/. If you’d like to see further information on our management report packs take a look at https://www.datadear.com/blog/2017/04/management-reporting-accountants/
I look forward to speaking with you!