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BroadPaper Cloud

Recurring client reports, without the recurring work.

Bring the spreadsheet you already keep. BroadPaper works out what its columns mean, fills in a report you designed once, and makes a finished, branded PDF for every client — this month, and next month again from the new figures.

Start free See how it works

Free to start, no card. Pro is $59 a month, billed in US dollars.

New Describe the report you want, and the design assistant drafts it. How it works

01 The spreadsheet you already have
02 What BroadPaper worked out
  • Client namethe client
  • Nameeach holding
  • Valueeach value, and the total
  • Shareeach share
  • 32 clientsone report each
03 A report per client
Page one of a client report made by BroadPaper Cloud: a dark green cover band reading Quarter to 31 August 2026, prepared for Aldermead Ltd; a total value of £482,310, up 4.2%; and a donut and a bar chart of the holdings. × 32
An example file, with invented figures. The page is real: made by BroadPaper Cloud from its client report template — open the PDF.
§ 01The job it replaces

The same report, built again by hand, for every client, every month.

Without BroadPaper

  1. Open last month's report and save a copy
  2. Paste in this month's figures, a cell at a time
  3. Rebuild the table and redraw the chart
  4. Fix the page that now breaks through the table
  5. Check nothing of the last client's is left in it
  6. Save as PDF
  7. Start again for the next client

× 32

With BroadPaper

  1. Bring in this month's spreadsheet — or press Refresh, if it lives in Google Drive or OneDrive
  2. Look over a report or two on screen
  3. Make the documents: a file per client, or one to print

Designing the report is the part you do once.

§ 02The part that usually hurts

Nobody wants to map fields.

Other tools begin by making you wire data to document: this column is the client, that one the amount. It is the step people give up on, and BroadPaper does it for you.

It reads your headings and the values under them, and asks only where it genuinely cannot tell — with your own figures beside each choice, because £482,310 is quicker to recognise than portfolio_current_value. Anything it decided, you can change.

BroadPaper matched 13 of 14 fields. One needs your eye.

Total portfolio value

Three columns could be this one. Which should the document show?

  • Portfolio Total£482,310
  • Current Value£481,992
  • Assets£490,100
Client name

Matched to Customer Name — for example, Aldermead Ltd.

Use a different column

§ 03Next month, and every client

Design it once. Make it every month.

A design remembers which column is which. Next month, bring in the new spreadsheet and point the design at it, or press Refresh if the file is in Google Drive or OneDrive, and every report fills in from the new figures.

One spreadsheet with every client in it becomes a report each. BroadPaper notices, asks, then offers:

  • 32 separate files, each named after its client — to send
  • All of them in one file — to print or to file
  • Just the one on screen — to check first

Each separate file is one of the month's documents; Pro makes 500 a month. How recurring reports work

Aldermead Ltd.pdfBrightwater Trust.pdfCorran & Webb LLP.pdfDunmore Family Trust.pdf … 28 more
§ 04What comes out

A document you would put your name on.

BroadPaper decides every page break itself, so the pages you approve on screen are the pages your client gets.

  • Real pages. A table that runs on carries its headings to the next page. Nothing is cut in half.
  • Vector type. Text stays text: searchable, selectable, sharp on screen and on paper.
  • Page numbers that are right, on every page of every client's report.
  • The same every time. Same design, new data, next month. Nothing drifts.
Open the sample report (PDF)
Page one of the sample client report: cover band, total value and two charts Page two: the holdings table with its totals, next steps, and a signature block
Fig. 1Both pages of a client report made by BroadPaper Cloud from its template's sample data, unretouched. The firm and the figures are invented.
§ 05The design assistant

Describe the report. Check it. Keep it.

Type what the report should be — or what to change about the one in front of you — and the design assistant drafts it. Nothing changes until you have seen it.

  • A draft, not a decision. You see the new design and a list of what changed, then accept it or discard it. Accepted, it is one step to undo.
  • Built from your columns. It uses the fields your spreadsheet actually has; a draft that names one it doesn't never reaches you.
  • Your figures stay out of it. It is sent your words, the design and your column names — never the values in your data. Making the documents involves no AI at all.
  • On both plans. About 7 drafts a month on Free, about 97 on Pro.

How the design assistant works

Add the holdings as a table with a total at the foot, put an allocation chart beside it, and make the headings navy.

116 / 2,000

Proposed changes 3

  • Added a table to “Holdings”
  • Added a chart beside it
  • Changed the heading colour to navy

The table and the chart use your columns “Holding”, “Asset class” and “Value”. Nothing else in the report was touched.

An illustration of the assistant's panel, with an invented request.
§ 06Templates

Start from a finished report.

Real documents with sample data already in them. Put your own data behind one and change whatever you like.

  • Client report

  • Monthly report

  • Market commentary

  • Statement

  • Certificate

  • Invoice

Also quote, receipt, pro forma invoice, credit note, delivery note and purchase order — all 12 on both plans.

§ 07Around the reports

And the rest of the job.

§ 08Where it fits

For teams that send the same document to a lot of clients.

Where it doesn't: the odd invoice. Your accounting software already does that well.

  • Financial advisers and wealth managersQuarterly valuations and reviews, one per client.
  • Accountants and bookkeepersMonthly summaries and statements for every client.
  • Consultancies and professional servicesStatus reports, KPI packs, the monthly summary.
  • AgenciesA performance report per retained client, in your branding.
  • Operations and reporting teamsThe monthly numbers, as a document people read.
  • Membership bodies and training providersCertificates and statements, hundreds at a time.
§ 09Your data

Your clients' figures, handled with care.

  • Read in your browser

    Your spreadsheet is opened in the tab. The file itself is never uploaded.

  • Stored in your workspace, in the UK

    The columns and rows read from it are kept there, because that is where reports are made. Only your workspace sees them.

  • Shared only when you share

    A report leaves as a file you download or a share link you can stop. Nothing is used to train anything.

Exactly what is kept, and for how long, and the privacy policy.

§ 10Pricing

Free to start. One plan when it's part of the job.

Free is the whole product with your own data, up to 10 documents a month with a small BroadPaper line at the foot of each page. Pro removes the line and makes room for every client: 500 documents a month and 50,000 rows per spreadsheet.

Pro $59 a month or $590 a year — two months free Billed in US dollars.
Start free What's in each plan
Cancel whenever you like; the plan runs to the end of the period you paid for.

Made by Barry Mooring

BroadPaper is designed, built and supported by Barry Mooring, through Codingbadger Creative Limited in West Sussex. Write to support@broadpaper.com and the person who built it replies.

Building software? The same document engine is available as an SDK for React and Angular. For developers