What is this?

Reportify is an all-in-one AI-powered software platform that helps project-based teams automate document creation, manage projects, and organize clients, contacts, and files—all in one centralized workspace. Designed for professionals in architecture, engineering, construction, and consulting.

How does Reportify automate documents?

Using your customized templates, Reportify can generate professional-quality documents like project proposals, quotes, field reports, inspection summaries and more in minutes. Just upload your templates, and our system handles pulling in relevant project data for you—saving you hours of manual work.

What types of documents can I generate?

You can automatically generate a variety of project-related documents, including:

• Project proposals

• Field reports

• Inspection summaries

• Client-facing reports

And many more using our configurable templates and checklists functionality

Can I search across all my past project files?

Yes! Reportify uses powerful AI search to scan across documents and notes from past projects. Surface insights, decisions, and examples from your team’s historical work to make smarter decisions faster.

Who is this for?

Reportify is built for project-based professionals and firms, including:

• Architecture firms

• Engineering teams

• Construction companies

• Consulting agencies

• Any team managing complex client projects and documentation

Is there a built-in CRM or client management feature?

Yes. Reportify includes a simple CRM tailored for project teams. Track clients, contacts, project history, and notes in one place—without needing to manage a separate system.

Is my data secure?

Absolutely. We use industry-standard encryption protocols and cloud infrastructure to ensure your data is safe, private, and always available. Your files and documents are backed up and protected using enterprise-grade security measures.

When will it launch?

We’re currently in private beta and gearing up for public launch soon. Early users who join the waitlist will receive priority access, exclusive offers, and the opportunity to help shape key features.

How do I join the early access list?

Click Here to enter your email to sign up! We can’t wait to hear from you.