The client report, written from your file.

An AI report generator for Excel, PDF, and Word. Drop a P&L or any spreadsheet: Posh writes the report, checks every figure against the file, and sends it out under your practice's name.

$29 a month. Not per client. Try it without signing up.

Watch your kind of file become a report.

Pick a file on the right. Posh reads it, lifts the figures into the report, writes it, and you mark it up before it goes out.

Accountants and bookkeepers
A P&L or management pack becomes the monthly client report.
IT support firms
A ticket and patching export becomes the quarterly business review.
Property managers
A rent ledger becomes the owner's monthly report.
Harbour Dental P&L Sep 2026.xlsx
LineAugSep
Revenue171,900184,200
Wages69,80072,400
Rent14,00014,000
Consumables17,10018,300
Other costs34,90037,800
Net profit36,10041,700
Monthly report for Harbour Dental

September 2026

Revenue
Net profit
Margin
Revenue, Aug and SepProfit, Aug and Sep
Fictional sample
P&L September.xlsxMonthly report
Q3 board pack.pdfBoard update
client notes.docxClient summary
transactions.csvSpending review
QBR export.pdfQuarterly business review
research.mdResearch brief
analysis.ipynbFindings
rent ledger.csvOwner monthly report
incident log.txtPostmortem
proposal draft.docxProposal

Drop the file you have.

A PDF is sent as the file. A spreadsheet, a Word file, and a notebook are read as text. Up to 10 MB. This page does not count formats.

Documents
Notebooks & data
Spreadsheets
Code & markup
Config
.pdf
Adobe PDF
.docx
Microsoft Word
.doc
Word 97 to 2003
.eml
Saved email
.msg
Outlook email
.vtt
Zoom transcript
.srt
Captions
.odt
OpenDocument
.rtf
Rich Text
.md
Markdown
.epub
Ebook
.ipynb
Jupyter Notebook
.json
JSON
.jsonl
JSON Lines
.csv
CSV
.tsv
Tab separated
.ofx
Bank download
.qbo
QuickBooks bank file
.qif
Quicken
.zip
Several files
.xlsx
Microsoft Excel
.ods
OpenDocument
.pptx
PowerPoint
.heic
iPhone photo
.odp
OpenDocument
.py
Python
.ts
TypeScript
.js
JavaScript
.go
Go
.rs
Rust
.sql
SQL
.html
HTML
.yaml
YAML
.toml
TOML
.xml
XML
.env
.env file

Other code files are read as text.

A fictional sample.

The numbers in this picture were written for the picture. They are not from a customer file.

q3review.md · raw
# Q3 hit revenue, missed retention.

> Revenue cleared the target by twelve points;
> logo retention slid for the third straight quarter.
> Every cohort except enterprise.

## Numbers

| Metric        | Value | vs target |
|---------------|-------|-----------|
| Revenue       | $3.4M | +12%      |
| Growth (YoY)  | +38%  | beat      |
| Retention     | 84%   | -3pp      |
| Headcount     | +5    | on plan   |

## 1. The win

New logo revenue beat plan by 12%, driven by **two enterprise
deals over $300K** that closed in the final week. Sales velocity
in mid market also lifted.

## 2. The miss

Retention dropped to 84%, the third quarter in a row. The drop
concentrated in the SMB cohort, where 40% of churn was self serve
activation failures...
Fictional sampleNot a real file
Sample only. Not a live link.
QUARTERLY REVIEW · 2026

Q3 hit revenue,
missed retention.

Revenue cleared the target by twelve points; logo retention slid for the third straight quarter. Every cohort except enterprise.

Revenue
$3.4M
Growth
+38%
Retention
84%
Headcount
+5
01The win

New logo revenue beat plan by 12%, driven by two enterprise deals over $300K that closed in the final week.

Fictional sampleNot a real file
Try it on a real fileDrop a file

Click one. Read the template.

Template pages, not reports from a customer file. A sample with the rest covered is on the sample page.

Convert pages
AUDIT REPORT

An audit template.

A template page. It is not a report made from a customer's file.

Read it
PITCH BRIEFING

A pitch briefing.

A template page for a pitch. Not a report from a customer file.

Read it
POSTMORTEM

A postmortem template.

A template page. Numbers appear only when a dropped file already has them.

Read it
QUARTERLY REVIEW

A quarterly review template.

A template page. It does not use a real company's results.

Read it
PDF · CONVERTED

A PDF, laid out as a report.

A template page for a PDF. This card does not promise a time.

Read it
MARKDOWN · CONVERTED

Markdown, laid out as a report.

A template page for a markdown file.

Read it

Drop a file. Get a report.

Step one

Drop your file.

PDF, Excel, Word, markdown, slides, or code. Up to 10 MB. You can drop a file without an account.

Step two

Posh writes the report.

Preserve is the default and keeps your exact words. Editorial can tighten the prose.

Step three

Pro can share a link.

A public share link is a Pro feature. Anyone with that link can read the report. There is no password on the link. Adding a highlight or a note needs a sign in.

A report you can check before it goes out.

The whole pack, one report.

Drop the P&L, the balance sheet, and the budget together, a ZIP, or a Google Sheets link. Posh reads them as one pack, and each fact names its file.

Why Posh
P&L Sep.xlsx
Balance sheet.pdf
Budget FY27.csv
Board notes.docx

Every fact shows where it came from.

Each fact carries a source note: a page, a sheet and cell, or a line. Then Posh compares every fact with the file's own text and marks it In the file or Not found as written. A text match, not an audit, so read before you send.

Why Posh
P&L Sep.xlsx
Revenue184,200
Wages72,400
Net profit41,700
Revenue
$184,200
Source: Sheet1, C2
In the file

What moved, calculated by Posh.

Two months or budget and actual become a table. The values come from the file; the change and the percentage are worked out by Posh, not the model.

Why Posh
What moved
LineAugSepChange
Revenue171,900184,200
Wages69,80072,400
Consumables17,10018,300
Net profit36,10041,700

Values from the file; Posh calculates the change. Fictional sample.

Mark it up, then send it.

Highlight a sentence, pin a note for yourself or a question for the client, then download a PDF or share a link on Pro.

Why Posh

Net profit rose to $41,700. Wages rose $2,600 to $72,400. Rent held at $14,000.

Fictional sample

Every month, on its own.

Save each client's setup once and schedule the report from their Google Sheet. It lands in your library on the day, and on Pro the client gets the link and can approve it.

Why Posh
Oct
1
Nov
1
Dec
1
Harbour Dental, Oct reportSaved to library

What this page will say.

Competitor features are not listed here unless a sourced page is linked. These lines are Posh only.

  • Posh reads markdown, a notebook, Excel, and Word.
  • A PDF is sent to Posh AI as the file. An empty file is refused. A file larger than 10 MB is refused.
  • Preserve is the default and keeps your exact words. Editorial can tighten the prose.
  • Someone who has not paid sees a short preview, about one section, capped near 800 words. The rest is not sent.
  • Anyone with the link can read a shared report. Adding a highlight or a note needs a sign in.
  • Hobby is $39 once or $9 a month. Pro is $99 once or $29 a month. Studio and Agency are not for sale.

Sourced comparisons are on the compare page.

Per client pricing, or one flat price.

Many reporting tools charge for each client company. Posh charges one monthly price. Type your own numbers.

Your current tool, a year$4,800
Posh Pro, a year$348
On these numbers, one year of Posh Pro costs $4,452 less than your current tool.

Posh Pro is $29 a month for up to 50 reports. Prices in USD.

06Hobby and Pro

From $9 a month.
Not per client.

Hobby is $9 a month or $39 once. Pro is $29 a month or $99 once. One price covers every client. Studio and Agency are not for sale.

See pricing →Checkout is not switched on until Stripe is connected

What people ask first.

What is Posh for?

Posh turns a file you already have into a report. A PDF, a spreadsheet, a Word file, markdown, or a notebook. A figure is supposed to come from the file. Adding a highlight or a note needs a sign in.

Does Posh change my words?

Preserve is the default and keeps your exact words. Editorial can tighten the prose. A fact is supposed to come from the file.

What happens to my file?

The file is sent to Posh AI so it can write the report. The call does not send a training setting. This page does not say what our AI provider keeps. If you are signed in and storage is configured, Posh keeps a copy. Deleting the report does not delete that copy. Details are on the privacy page.

Can a reader highlight and add notes?

Anyone with the link can read the report. Adding a highlight or a note needs a sign in. Highlights and notes are stored with the report.

What if my file is large?

Posh refuses an empty file and a file larger than 10 MB. A PDF is sent to Posh AI as the file. An image is sent as the image. Other files are read as text. Text longer than 80,000 characters is cut there. This page does not count formats.

Is there a free plan?

There is no free plan. You can drop a file without an account and read a short preview, about one section, capped near 800 words. The rest is not sent. Hobby is $9 a month or $39 once. Pro is $29 a month or $99 once. Studio and Agency are not for sale.

More on the pricing FAQ · The contact page has no mailbox. All 53 questions