Investor Reporting & Fund Statement Automation | ReportingGuru
ReportingGuru automates complex investor reporting workflows for investment firms. From quarterly investor packages and capital account statements to waterfall calculations, LP reporting, and fund financial statements — we eliminate manual Excel processes and streamline every reporting cycle. Our solutions consolidate data from platforms like Investran, Allvue, eFront, and Yardi, generate thousands of investor PDFs, and distribute reports through secure portals. Built on SSRS, Power BI, and Crystal Reports, ReportingGuru helps firms reduce reporting bottlenecks, validate investor allocations, reconcile balances, and automate recurring fund operations — delivering accurate, on-time investor reporting across every quarter-end and month-end cycle.