Fill this once. Your details auto-fill into every report, proposal, and outreach message so you never retype them.

These colors and the message below appear on the reports and proposals you print, so you can match your own brand instead of ours.

Use the swatch or paste a hex code (like #7c3aed).

Report call-to-action (shown at the bottom of every report)

Tip: {{your_name}}, {{email}}, and {{phone}} fill in automatically from the fields above.

Some tools can auto-draft copy and run checks for you using AI. This is optional. Every tool works without it. If you add your own OpenAI key, it is stored only in this browser and used only for your requests.

OpenAI API Key Model gpt-4o-mini (fast, low cost)gpt-4o (best quality)

Everything is stored only in this browser. Export a backup to keep your data safe, or to move it to another computer, then Import it there. Your saved clients, prospects, and settings are included. Your API key is never included in a backup.