PBRS (Power BI Report Scheduler) by ChristianSteven Software automates report scheduling, export, personalization and delivery across Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS.
Designed for BI teams, IT departments and organizations with recurring reporting obligations, PBRS replaces repetitive exports and separately maintained delivery workflows with a centrally managed Windows application.
Schedule reports hourly, daily, weekly or monthly, use custom business calendars, or trigger workflows from supported database, file, email and system events. Refresh Power BI datasets and wait for completion before generating and distributing reports.
Use data-driven (Dynamic) scheduling and report bursting to produce different outputs for each customer, department, location or recipient. Database or JSON data can determine reports, filters, parameters, recipients, formats, filenames and delivery messages.
Export reports and visual data to supported formats, including PDF, Excel and CSV. Create formatted or template-based Excel outputs, combine applicable outputs into multi-tab workbooks, and assemble multiple reports into one email, ZIP file or bookmarked PDF. Protect PDF outputs with passwords and encryption.
Deliver reports to internal and external recipients through email, Microsoft Teams, SharePoint, OneDrive, Google Drive, Dropbox, FTP, SFTP, network folders, Slack and printers. Recipients can receive exported files without needing Power BI access.
Manage reporting operations with execution history, notifications, configured retries and blank-report handling. PBRS brings report generation, packaging and distribution into one workflow for organizations whose needs extend beyond straightforward subscriptions or individual Power Automate flows.
Developers can use the PBRS REST API to manage supported schedules, trigger workflows and monitor execution, integrating report automation into business applications and customer portals.
PBRS is installed in your Windows environment. It is suited to businesses that need controlled, repeatable report delivery across multiple recipients, formats and destinations.
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Monk is an AI-native accounts receivable platform that automates invoice to cash for B2B finance teams: invoicing, AP portal submission, collections and cash application, on top of your existing ERP.
Across the $2B+ in receivables Monk manages, 92% of enterprise invoices have to be submitted through a corporate AP portal rather than paid from an emailed invoice. Monk submits into more than 600 of them, including Coupa, Ariba and SAP Business Network, and uploads 87% autonomously.
Julia, the Monk agent for Intelligent Collections, reads customer replies and responds to what was written rather than advancing a fixed dunning sequence. 90% of invoices resolve without escalation. Email sends from your own mailbox via Gmail or Microsoft 365, so there is no new sending domain.
Payments match to open invoices at 80%, rising to 95% with rules your team configures.
Connects to QuickBooks, NetSuite and Dynamics 365 Business Central. Live in one to three days. SOC 2 Type II.
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Charge
Charge is an extension created specifically for Microsoft Outlook to streamline bulk email outreach.
This tool is ideal for users who frequently send emails to multiple recipients, such as marketers, sales professionals, and customer service representatives.
The extension integrates seamlessly with Outlook, allowing users to design, schedule, and send personalized emails to a large audience directly from their existing email platform.
It boosts productivity while ensuring that outreach efforts maintain a personal touch.
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