Prospective Adagio client is a CPA firm with a couple hundred clients. They want to produce a set of financial reports for each client from the Ledger financial reporter and then publish them to a secure web portal. Each client will have their own page on the portal that will store their current reports. That's the general requirement.

They want to automate this as much as possible. Printing each report to Excel or PDF for each client individually will take some time. And copying each of these files to the web site will take even more time. They'd like a way to do a complete set of reports for each client and copy the set to the server and folder for that client automatically.

Are they asking too much?

TIA.