White label reporting
One brand template dresses the PDF, the share link and the client portal: logo, colours, fonts and a cover page. Set it once per client and every report follows.
Set your brand once. It follows the report everywhere.
Build a brand template with a live preview
Everything your client sees can carry your brand
The report is only the start. The address, the emails and the language are yours too.
The client portal on your own domain.
Scheduled deliveries sent with your email template.
Reports printed in the language your client reads.
Add a markup to cost figures before your client sees them.
Frequently asked questions
Can each client have their own brand?
Yes. Create a brand template per client and assign it to their reports.
Does the brand apply to share links and the client portal?
Yes. The same template dresses the PDF, the share link and the portal.
Is white label included on every plan?
Yes. Brand templates, the client portal and your domain come with every plan. Every feature and every integration is on every plan; plans differ only in how many reports and accounts you run.
Can my AI assistant set up the brand?
Yes. Through the AI connector or the REST API, once the account owner turns on write access, it can create brand templates, with logo and cover image, and apply them to your reports.
Your brand on everything your clients see
One template for the PDF, the link and the portal.
