Why does every report still start with an export?
Data copied out of several tools, spreadsheets merged by hand and figures that disagree between teams. We design reporting workflows that collect, check and prepare the numbers on schedule, so managers see the same figures sooner.
No upfront consultation fee. Free discovery and a free tailored proposal.
Pick the one that sounds most like your week.
One report looks manageable. Every week, for every team, it becomes a job in itself.
A weekly management report example. The figures and the sign-off stay the same; the exporting, merging and checking move to the workflow.
The numbers still need an owner. They no longer need a Monday morning.
Four common places to begin. What each one connects to depends on your data sources, the access they allow and the agreed scope.
From reports built by hand to the same layout generated on schedule, with a short note on what changed.
From scattered spreadsheets and app exports to one cleaned dataset, with rules for which source wins.
From numbers spread across tools to one dashboard for the metrics managers check, refreshed as sources allow.
From problems found in next week's report to an alert when a metric crosses the limits you set.
Adjust the assumptions to match your team. The default example: 40 reports a month at 90 minutes each is 60 hours of manual work.
40 tasks × 90 min ÷ 60 = 60 hours
Live research tools that collect, check and de-duplicate data from several sources, plus solution showcases for store, campaign, stock and bank data.
Private credit · Company intelligenceHow a Private Credit Firm Researches a Target Desk in About 7 Minutes~7 minper target firm193qualified contacts in the first seven runsRead the case study →
Capital markets · Research & outreachHow a Capital-Raising Team Cut Investor Research from 15 Minutes to 1~15 min → ~1 minresearch per investor profileReusableverified investor profilesRead the case study →
E-Commerce
Competitor prices, stock forecasts and profit in one view, with restock orders drafted for the owner to approve.
See the workflow →
Marketing Agencies
Ad and analytics data pulled on schedule, KPIs and anomalies ready, and a draft report for the account manager.
See the workflow →
Manufacturing
Stock matched across warehouse system, ERP and order portal every night, with variances sent to the stock controller.
See the workflow →
Finance & Accounting
Bank lines matched to invoices and ledger entries by your rules, with exceptions queued for finance to approve.
See the workflow →Every reporting workflow checks its inputs before publishing, and sends anything that doesn't add up to the person who owns the data.
Figures that fail a check wait until a person reviews them.
Which reports exist, who builds and reads them, where each number comes from and how much time they take.
Realistic targets, which sources can be connected, the metric definitions to agree and the acceptance criteria to test against.
One bounded report or dashboard with agreed deliverables, responsibilities and a private quote.
No upfront consultation fee. Free discovery and a free tailored proposal.
Start the free conversationStraight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.
It removes the manual work behind your reporting: pulling data from your apps and spreadsheets, cleaning it, bringing it into one place and turning it into scheduled reports, dashboards and alerts. Your team spends less time exporting and more time acting on the numbers.
In most cases, yes. We rebuild the reports you assemble by hand as automated workflows that collect the same data, apply your calculations and deliver the finished report on schedule, so exports, VLOOKUPs and copy-paste are reduced.
Yes. We build dashboards for the metrics your managers check, such as revenue, conversion and pipeline, refreshed as often as each source allows, so teams see current figures instead of last week's snapshot.
Only once the definitions are agreed and the data is accessible. Part of the work is agreeing how each metric is calculated and which system wins when two disagree. Where a source can't be connected, we say so and show where the figure comes from.
Usually not to start. Many reports can be automated from your existing apps, spreadsheets and databases. A central database or warehouse is suggested only when the volume or number of sources calls for it, and we explain why.
Automation can't make wrong source data right. We add checks for missing fields, row counts, duplicates and totals that don't reconcile. When a check fails, the report is held or clearly marked and the data owner is asked to fix the source.
Google Sheets and Analytics, databases like PostgreSQL, MySQL and BigQuery, warehouses like Snowflake, and apps such as Stripe, HubSpot, Airtable and Notion, depending on the access each one allows.
It depends on the number of sources, data quality, metric definitions and the checks needed. We confirm a timeline in the initial plan after the free discovery, and begin with one report or dashboard.
We'll help map where your numbers come from, estimate the potential impact and agree a practical first report or dashboard to automate. Start with a conversation about how reporting works today. No obligation.
