Deal and relationship management software for professionals

Intapp DealCloud reporting and analytics

Turn your metrics into informed business decisions

Get fully interactive reporting on your most important metrics — accessible anywhere from any device.

Create visualized reports, dashboards, charts, graphs, and tear sheets and customize them based on user roles. And with scheduled reporting, get reports with your latest data updated and sent out to stakeholders or investors — all automatically.

Deal pipeline dashboards can include charts, graphs, and grids.

Improve access to your data and analytics and help your professionals make the most informed decisions they can

Rely on a single source of truth

Keep contacts, activities, and other critical information all in one place.

Save time and stay prepared

Simplify reporting tasks with scheduled reports and customizable tear sheets.

Strengthen decision-making

Make more informed decisions with real-time analytics, market intelligence, and cross-team transparency.

Powerful analytics for pitches

Flexible reporting capabilities for your unique needs

Generate and send automatic reports

Make sure your team never misses a report or a metric. With automations and workflows, create and distribute customized, role-based reports automatically. Set the date and time, and ensure your latest data goes out on time to the right people.

Customize visual dashboards

See your data and make more informed decisions. Through graphical dashboards, tailor holistic views of your pipelines and activities with visuals like charts, graphs, and grids.   

Expedite report creation with push-button tear sheets

Equip your professionals with access to clean, data-rich reports wherever they are. Via the Microsoft Word add-in, create push button tear sheets (preformatted report templates) for contacts, companies, and deals, that offer detailed, high-priority data surrounding an entity. 

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

Schedule a demo of Intapp DealCloud

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Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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Partner ecosystem

Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.

Learn more about our partner ecosystem