The monthly report, drafted before you open the exports
Vorker runs the monthly analysis on client exports, drafts the findings and the report with charts, books the retainer invoice and restarts next month. You approve everything.
FAQ
Will it send anything to a client without me seeing it?
No. Every report, findings draft and invoice is prepared and then waits for you. You can rework any finding, reject the draft, or approve it. Nothing reaches a client on its own.
Where does it run the analysis, and on whose data?
In its own sandbox, on the exports your client sent you. The numbers in every finding trace back to the source files, so you can verify anything before you put your name on it.
Can I trust the numbers it produces?
Treat the first pass the way you would a junior analyst’s: the arithmetic is done and the movers are flagged, and the judgment about what matters stays yours. Every figure is traceable to the export it came from.
I am a one-person consultancy. Is this overkill?
One-person consultancies get the most out of it, because you are the analyst, the report writer and the bookkeeper at once. Vorker is built for businesses of one to ten people, not for agencies with a delivery team.
My clients all want different report formats. Can it cope?
Yes. It learns each client’s structure from the reports you have already sent and keeps it month to month. The consistency is the point: same charts, same order, new numbers.
Do I have to learn a new system?
No. You talk to it the way you would brief an analyst, and it works inside the tools you already have: your email, your files, your accounting. The reports arrive as ordinary PDFs on your letterhead.