Generate reports from multiple systems
PitCrew pulls data from your portfolio system, custodian, CRM, and accounting platform, assembles formatted reports, and delivers them at scale. Hundreds of reports, one workflow, full evidence trail.
Talk to an expertThe Problem
Reporting takes days because the data lives everywhere
Every reporting cycle, your team pulls data from 3-5 systems, pastes it into templates, formats it, checks the numbers, and sends it out. Multiply that by hundreds of entities and you've lost a week.
Copy-paste from multiple systems
Performance data from one system, position detail from another, fee summaries from a third. Your team stitches reports together manually, every cycle, for every entity.
Reporting cycles consume the team
Quarter-end reporting can take days or weeks. The same people who handle daily operations are pulled into report production, and everything else stalls.
Inconsistencies between reports
When reports are built manually, formatting varies, numbers don't always match across sections, and different entities get different levels of detail. Quality depends on who built the report.
Deadlines drive shortcuts
When the deadline hits, reports go out with less review. Data gets stale between pull and delivery. Corrections come after distribution, not before.
How It Works
From data sources to delivered reports in four steps
Configure report
Select the report type, data sources, date range, and recipients. PitCrew connects to your systems and confirms data availability before assembly begins.
Assemble sections
The Skill pulls data from each source, populates report sections (summary, detail, transactions, fees), and formats everything to your template. Every section is built from live data.
Quality check
Cross-section validation ensures numbers match (totals agree, percentages add up, periods align). Flagged issues are surfaced for review before reports go out.
Deliver and log
Reports are exported as PDF, emailed to recipients, or pushed to a portal. Every report is logged with the data sources, generation timestamp, and delivery confirmation.
Use Cases
Where firms use Generate Reports
Periodic performance reports
Quarterly or monthly reports with performance attribution, position detail, and transaction summaries. Generated for every entity from the same data pull, formatted consistently.
Investor and stakeholder statements
Account statements, capital account summaries, and distribution notices. Personalized for each recipient with their specific data, delivered in bulk.
Regulatory filings and disclosures
Assemble data for periodic filings, annual reports, and disclosure documents. Pull from multiple systems into the required format with all supporting calculations.
Fee and billing summaries
Generate fee breakdowns showing what was charged, the calculation methodology, and the supporting asset values. Attached to invoices or delivered as standalone reports.
Audit packages
Compile the documents and data an auditor requests into a single package: account listings, transaction registers, fee calculations, and compliance summaries.
Management and board reporting
Internal reports for leadership: firm-wide summaries, revenue analysis, operational metrics. Assembled from the same data sources as external reports, formatted for internal consumption.
Integrations
Connects to the systems you already use
Generate Reports pulls data from your existing platforms and delivers formatted output wherever you need it.
40+ integrations available. If your system has an API, PitCrew can connect to it.
Frequently asked questions
Last updated:
What types of reports can PitCrew generate?
Performance reports, account statements, investor communications, regulatory filings, fee summaries, audit packages, and custom templates. If your team builds it from data today, PitCrew can generate it.
Can we use our own report templates?
Yes. PitCrew works with your existing templates and formatting. You define the layout, sections, and branding. The Skill populates the data and handles the assembly.
How many reports can PitCrew generate at once?
Hundreds in a single run. Every entity gets its own personalized report built from the same data pull, ensuring consistency across the entire batch.
How are reports delivered?
PDF export, email delivery, portal upload, or direct push to document management systems. You configure the delivery method per report type or per recipient.
What does the evidence trail look like?
Every report generation run is logged: which data sources were used, when data was pulled, which reports were generated, and delivery confirmations. Full audit trail exportable as PDF.
Stop building reports by hand
15-minute diagnostic call. We review your reporting workflow and show you exactly where Generate Reports fits.
Thanks! We'll be in touch shortly.