Now Available - Automated Business Intelligence

Transform Data Into
Professional Reports
Automatically

THREE17 connects to your data sources and generates comprehensive, formatted business reports with AI-powered insights, visualizations, and narrative summaries—saving hundreds of hours while ensuring consistency and professionalism.

$2.4M Revenue This Quarter +28% Growth Rate DB API CSV

Trusted by Data-Driven Organizations

WYZE GraphQL Zenhub Instatus GoSquared Buffer

Everything You Need for
Automated Reporting

THREE17 handles the entire reporting workflow from data collection to distribution, transforming raw data into publication-ready insights automatically.

Universal Data Integration

Connect seamlessly to any data source—databases, spreadsheets, APIs, CRMs, analytics platforms, and business applications. Our platform supports 100+ native integrations and custom API connections.

  • Real-time data synchronization
  • Secure credential management
  • Automated data validation
  • Multi-source data aggregation
  • Historical data access

AI-Powered Narrative Generation

Our advanced AI analyzes your data and automatically generates natural language explanations, insights, and recommendations. No more hours spent writing report summaries.

  • Executive summary generation
  • Trend analysis and interpretation
  • Anomaly detection and alerts
  • Comparative analysis narratives
  • Actionable recommendations

Dynamic Visualizations

Automatically generate charts, graphs, and data tables tailored to your metrics. Every visualization is properly labeled, formatted, and optimized for clarity and impact.

  • Auto-selected chart types
  • Interactive web visualizations
  • Trend and comparison charts
  • Geographic heat maps
  • Custom color schemes

Template Configuration

Design your report once with our intuitive template builder. Specify layouts, branding, data sources, metrics, and distribution preferences—then let automation handle the rest.

  • Drag-and-drop template builder
  • Custom branding controls
  • Section and layout management
  • Conditional content rules
  • Template versioning

Professional Formatting

Generate publication-ready reports with sophisticated layouts, consistent styling, and professional presentation. Export to PDF, PowerPoint, Word, or HTML formats.

  • Corporate branding integration
  • Multi-format export options
  • Responsive web reports
  • Print-optimized layouts
  • Accessibility compliance

Scheduled Automation

Set it and forget it. Define your reporting schedule—daily, weekly, monthly, quarterly, or custom intervals—and reports generate and deliver automatically without manual intervention.

  • Flexible scheduling options
  • Timezone-aware delivery
  • Email and Slack distribution
  • Multiple recipient groups
  • Delivery confirmation tracking

Connect to Any Data Source in Minutes

THREE17 eliminates data silos by connecting directly to your databases, business applications, spreadsheets, and APIs. Our platform supports over 100 native integrations and provides flexible custom connection options for proprietary systems.

Whether your data lives in PostgreSQL, Salesforce, Google Sheets, or a custom REST API, THREE17 can access it securely and efficiently. Configure connections once, and your reports will always pull the latest data automatically.

  • Database Connections

    Direct integration with PostgreSQL, MySQL, SQL Server, Oracle, MongoDB, Redshift, BigQuery, Snowflake, and more. Support for read replicas and query optimization.

  • Business Applications

    Native connectors for Salesforce, HubSpot, Stripe, QuickBooks, NetSuite, Shopify, Google Analytics, Facebook Ads, and 80+ other popular platforms.

  • Spreadsheets & Files

    Pull data from Google Sheets, Excel files, CSV uploads, and shared drives. Automatic refresh when source files are updated. Support for complex formulas and references.

  • Custom APIs

    Connect to any REST or GraphQL API with flexible authentication (OAuth, API keys, JWT). Built-in support for pagination, rate limiting, and error handling.

THREE17 Database CRM Spreadsheet API Analytics Cloud Storage

Let AI Write Your Report Summaries

The most time-consuming part of report creation is analyzing data and writing clear, insightful summaries. THREE17's advanced AI eliminates this burden by automatically generating natural language narratives that explain what your data means.

Our AI doesn't just describe numbers—it interprets trends, identifies patterns, compares periods, highlights anomalies, and provides actionable recommendations. The result is executive-ready prose that sounds like it was written by an experienced analyst.

  • Executive Summaries

    Automatically generated overview paragraphs that highlight the most important findings, key metrics, and critical changes. Perfect for busy executives who need the headline story.

  • Trend Analysis

    AI identifies upward and downward trends, explains their significance, and provides context. Example: "Sales increased 15% compared to last month, driven primarily by the Enterprise segment which grew 28%."

  • Comparative Insights

    Automatically compare current performance against previous periods, targets, or benchmarks. AI explains variances and identifies which factors drove changes.

  • Action Items

    Based on data patterns and anomalies, AI suggests specific actions: "Consider increasing inventory for Product X based on accelerating demand trends over the past 3 weeks."

Executive Summary +28% Enterprise Segment Growth Driven by Q4 product launches $2.4M Total Revenue 15% increase vs last month Action Items AI Generated

Dynamic Charts That Tell the Story

Every report includes automatically generated visualizations optimized for your data type and metrics. Charts update in real-time and include proper labeling, legends, and formatting.

Monthly Revenue

↑ 18.5% vs last month
$847K
900K 600K 300K 0 Jan Feb Mar Apr May Jun

Customer Acquisition

↑ 12.3% growth rate
1,247
Jan Feb Mar Apr May Jun Jul

Revenue by Segment

Enterprise leads at 42%
100%
$847K Total Enterprise 42% Business 30% Consumer 20% Other 8%

Performance Trends

All metrics trending up
Multi
W1 W2 W3 W4 W5 W6 W7 Revenue Customers MRR

Built for Every Reporting Need

From daily operations summaries to quarterly board presentations, THREE17 handles all your recurring reporting requirements with precision and consistency.

Monthly Sales Reports

Comprehensive revenue analysis with performance breakdowns by product, region, team, and time period. Includes pipeline analysis, win rate calculations, and forecast comparisons.

  • Revenue by product line and customer segment
  • Month-over-month and year-over-year comparisons
  • Top performing sales representatives and regions
  • Pipeline coverage and forecast accuracy
  • Deal velocity and conversion metrics
  • Customer acquisition cost and lifetime value

Weekly Marketing Dashboards

Track campaign performance across all channels with detailed metrics on engagement, conversion, and ROI. Understand which initiatives drive results and where to optimize spend.

  • Campaign performance across paid, organic, and social
  • Website traffic, conversion rates, and bounce rates
  • Email marketing metrics and engagement trends
  • Content performance and SEO rankings
  • Lead generation by source and quality scoring
  • Marketing spend efficiency and ROI calculations

Quarterly Business Reviews

Executive-level strategic reports covering all aspects of business performance. Deep analysis of trends, comparisons against objectives, and forward-looking recommendations.

  • P&L statement with variance analysis
  • Key business metrics vs targets and prior quarters
  • Department-level performance summaries
  • Strategic initiative progress tracking
  • Market position and competitive analysis
  • Risk assessment and mitigation strategies

Daily Operations Summaries

Morning briefings with yesterday's key metrics, overnight activities, and items requiring attention. Keep operations teams aligned with real-time visibility into daily performance.

  • Previous day performance vs targets
  • Order volume, fulfillment, and shipping metrics
  • Customer service tickets and resolution times
  • Inventory levels and stock alerts
  • System uptime and performance issues
  • Priority items requiring immediate action

Customer Health Scorecards

Track engagement, usage, satisfaction, and risk indicators for each customer account. Identify expansion opportunities and prevent churn with proactive account management.

  • Product usage and feature adoption metrics
  • Support ticket volume and satisfaction scores
  • Contract renewal dates and expansion potential
  • Engagement trends and activity patterns
  • Churn risk scoring and early warning indicators
  • Customer success milestone tracking

Financial Statements

Automated generation of income statements, balance sheets, and cash flow reports with full account reconciliation. Ensure accuracy while eliminating manual spreadsheet work.

  • P&L with revenue and expense breakdowns
  • Balance sheet with asset and liability details
  • Cash flow statement and burn rate analysis
  • Budget vs actual comparisons with variances
  • Department cost center reporting
  • Financial ratio calculations and trend analysis

From Configuration to Delivery
in Four Simple Steps

Configure once, automate forever. THREE17 makes report automation straightforward and maintainable.

1

Connect Data Sources

Link your databases, applications, spreadsheets, and APIs. THREE17 securely connects to your data with read-only access and encrypted credentials.

2

Design Template

Build your report template using our visual editor. Specify sections, metrics, visualizations, branding, and narrative preferences.

3

Set Schedule

Define when reports should generate—daily, weekly, monthly, or custom intervals. Configure distribution lists and delivery methods.

4

Receive Reports

Reports generate automatically on schedule with the latest data. Distribution happens via email, Slack, or direct system integration.

Every Report Format You Need

THREE17 generates comprehensive reports for every business function and frequency requirement.

Weekly

Executive Summary

High-level overview of key business metrics for leadership team. Focuses on the most critical KPIs, major wins, challenges, and strategic priorities.

  • Top 10 KPIs with trend indicators
  • Week-over-week performance comparison
  • Notable achievements and milestones
  • Issues requiring executive attention
  • Strategic initiative status updates
Monthly

Department Performance

Detailed operational metrics for specific departments. Tracks team performance against goals, resource utilization, and efficiency metrics.

  • Department KPI dashboard
  • Team member contribution analysis
  • Budget utilization and variance
  • Project milestone tracking
  • Capacity and resource planning data
Quarterly

Board Presentation

Comprehensive business review formatted for board meetings. Includes financial performance, strategic progress, market analysis, and forward projections.

  • Financial summary with P&L details
  • Strategic objective achievement rates
  • Market position and competitive landscape
  • Risk assessment and mitigation plans
  • Future quarter projections and plans
Monthly

Customer Analytics

Deep dive into customer behavior, satisfaction, and lifetime value metrics. Identifies trends in acquisition, retention, expansion, and churn.

  • New customer acquisition metrics
  • Retention and churn rate analysis
  • Customer satisfaction scores (NPS, CSAT)
  • Lifetime value and cohort analysis
  • Product usage and adoption rates
Weekly

Product Metrics

Track product engagement, feature usage, performance indicators, and technical health. Monitor user behavior and identify optimization opportunities.

  • Active user metrics (DAU, WAU, MAU)
  • Feature adoption and usage patterns
  • Performance metrics (load times, errors)
  • User journey and conversion funnels
  • Technical debt and bug tracking
Daily

Operations Brief

Morning digest of previous day's operational metrics. Provides immediate visibility into daily business rhythm and items requiring attention.

  • Transaction volume and revenue
  • System uptime and performance
  • Customer support ticket status
  • Fulfillment and logistics metrics
  • Overnight alerts and anomalies

Enterprise-Grade Capabilities

Built for scale, security, and sophistication. THREE17 meets the demands of complex reporting environments.

100+
Native Integrations
99.9%
Uptime SLA
256-bit
Data Encryption
Real-time
Data Refresh
SOC 2
Type II Certified
GDPR
Compliant
24/7
Support Available
API
Full Access

Sophisticated Reporting Intelligence

Go beyond basic automation with advanced features that make your reports more intelligent, actionable, and impactful.

Conditional Formatting & Alerts

Automatically highlight metrics that need attention based on thresholds, trends, or custom business rules. Visual indicators draw eyes to what matters most.

  • Color-coded metrics based on performance thresholds
  • Automatic highlighting of anomalies and outliers
  • Exception reporting for values outside normal ranges
  • Configurable alert rules and notification triggers
  • Trend-based indicators (improving, declining, stable)

Benchmark Comparisons

Show performance against targets, budgets, prior periods, or industry benchmarks. Provide context that turns numbers into meaningful insights.

  • Compare actual vs budget with variance analysis
  • Year-over-year and quarter-over-quarter comparisons
  • Performance vs targets with gap identification
  • Industry benchmark integration when available
  • Peer group performance comparisons

Drill-Down Capabilities

Interactive web reports allow readers to explore details behind summary metrics. Click on any number to see the underlying data and supporting information.

  • Interactive charts with click-through exploration
  • Hierarchical data navigation (company → region → store)
  • Detailed transaction listings behind aggregates
  • Filter and segment data dynamically
  • Export drill-down data to spreadsheets

Version Control & Approvals

Maintain template versions, track changes, and implement approval workflows for sensitive reports before distribution.

  • Template version history with change tracking
  • Multi-stage approval workflows
  • Review and comment functionality
  • Rollback to previous template versions
  • Audit logs for all template modifications

Report Analytics

Track who views reports, how long they engage, which sections get attention, and gather feedback to continuously improve reporting effectiveness.

  • View tracking and engagement metrics
  • Time spent analysis by section
  • Reader feedback collection
  • Distribution success monitoring
  • Usage patterns and optimization suggestions

Multi-Audience Reports

Generate different report versions for different audiences from the same data. Executives get summaries, managers get detailed analysis, and teams get operational metrics.

  • Audience-specific content filtering
  • Detail level customization by role
  • Department-specific view generation
  • Customer-facing report variants
  • Language and regional customization

Connect to Your Entire Tech Stack

THREE17 integrates with the tools you already use. Over 100 native connectors plus custom API support.

Databases

  • PostgreSQL
  • MySQL / MariaDB
  • Microsoft SQL Server
  • Oracle Database
  • MongoDB
  • Amazon RDS
  • Amazon Redshift
  • Google BigQuery
  • Snowflake
  • Azure SQL Database
  • Amazon DynamoDB
  • Cassandra

CRM & Sales

  • Salesforce
  • HubSpot CRM
  • Microsoft Dynamics 365
  • Pipedrive
  • Zoho CRM
  • Freshsales
  • Close.io
  • Copper CRM
  • SugarCRM
  • Insightly

Marketing

  • Google Analytics
  • Google Ads
  • Facebook Ads
  • LinkedIn Ads
  • Twitter Ads
  • Mailchimp
  • SendGrid
  • HubSpot Marketing
  • Marketo
  • Pardot
  • ActiveCampaign

Finance & Accounting

  • QuickBooks Online
  • Xero
  • NetSuite
  • Sage Intacct
  • FreshBooks
  • Wave
  • Stripe
  • PayPal
  • Braintree
  • Square

E-commerce

  • Shopify
  • WooCommerce
  • Magento
  • BigCommerce
  • Amazon Seller Central
  • eBay
  • Etsy
  • PrestaShop
  • Wix Stores

Cloud Storage & Files

  • Google Sheets
  • Microsoft Excel Online
  • Google Drive
  • Dropbox
  • OneDrive
  • Box
  • Amazon S3
  • Azure Blob Storage
  • FTP / SFTP

Support & Service

  • Zendesk
  • Intercom
  • Freshdesk
  • Help Scout
  • Front
  • Gorgias
  • Kustomer
  • Drift

Project Management

  • Jira
  • Asana
  • Monday.com
  • Trello
  • ClickUp
  • Basecamp
  • Wrike
  • Smartsheet

Custom & APIs

  • REST APIs
  • GraphQL APIs
  • Webhooks
  • Custom JDBC
  • Custom ODBC
  • SQL Queries
  • CSV Import
  • JSON Data

Built for Enterprise Requirements

Robust, secure, and scalable infrastructure designed for mission-critical business reporting.

Performance & Reliability

Platform Uptime 99.9% SLA
Report Generation Speed < 2 minutes average
Data Refresh Frequency Real-time to hourly
Maximum Data Sources Unlimited
Concurrent Reports No limits
Data Processing Up to 10M rows per report

Security & Compliance

Data Encryption 256-bit AES at rest
Transit Encryption TLS 1.3
Compliance Certifications SOC 2 Type II, GDPR
Authentication SSO, SAML 2.0, OAuth 2.0
Access Control Role-based (RBAC)
Audit Logging Complete activity tracking

Export Formats

PDF Reports Print-optimized layouts
PowerPoint Editable PPTX slides
Microsoft Word Formatted DOCX documents
HTML Reports Interactive web pages
Excel Exports Raw data with formatting
CSV / JSON Machine-readable formats

Distribution Options

Email Delivery Automated sending
Slack Integration Direct channel posting
Microsoft Teams Team notifications
Cloud Storage Auto-upload to drive/S3
Webhooks Custom endpoint delivery
Portal Access Secure web viewing

Enterprise-Grade Security

Your data security is our top priority. THREE17 implements industry-leading security measures to protect your sensitive business information.

End-to-End Encryption

All data encrypted at rest with 256-bit AES and in transit with TLS 1.3

SOC 2 Type II

Independently audited and certified for security, availability, and confidentiality

Role-Based Access

Granular permissions control who can create, view, and distribute reports

GDPR Compliant

Full compliance with European data protection regulations

Audit Logs

Complete activity tracking for compliance and security monitoring

Secure Credentials

Encrypted storage of database passwords and API keys

99.9% Uptime

Reliable infrastructure with automatic failover and backups

Understand How Your Reports Perform

THREE17 tracks report engagement and provides insights to help you continuously improve reporting effectiveness.

Report Engagement Timeline 0 25 50 75 100 Mon Tue Wed Thu Fri Report Views
2,847
Total Views
Across all reports this month
4.2m
Avg. Read Time
Time spent engaging with reports
94%
Open Rate
Recipients who view reports
72%
Completion Rate
Readers who view entire report

Start Automating Your Reports

Contact us to schedule a demo and discover how THREE17 can transform your reporting workflow.

✓ Thank you! We'll contact you within 24 hours to schedule your demo.

Phone

(513) 824-0306

Website

three17.tech

Location

Los Angeles, CA