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Reporting Automation
Executive dashboards that build themselves on a schedule.
Book a fit call3 weeks
The problem
Someone on your team spends every Friday afternoon assembling a report. The data lives in three or four systems that don't agree with each other. You spot-check the numbers because you don't fully trust them.
We build a reporting pipeline that pulls from your CRM, accounting, and ops tools, reconciles the differences, and assembles your executive view on a schedule. Numbers are explainable — every figure links back to its source.
Who this is for
Founder or ops lead, $2-30M services, weekly or monthly reports built by hand.
Signals you need this
- →Friday-night spreadsheet work
- →Two systems disagree on a key number
- →Board or partner pack assembly takes more than half a day
Who this is not for
Companies on a single source of truth (everything in one ERP) — the value is lower.
What you get
- •Audit of current report contents and data sources
- •Reconciliation logic for known data conflicts
- •Scheduled report generation (weekly, monthly, or on-demand)
- •Drill-down dashboards with explainable numbers
- •30-day adoption runbook
Out of scope
- —Replacement of your data warehouse or BI tool if you already have one
- —Custom statistical modeling beyond reporting
- —Strategic interpretation of the data — we build the system, you read the report
Outcome
Time spent assembling reports
From 4-8 hours per cycle to under 30 minutes of review
Your source systems have API access. Verbal or paper-only sources have to be onboarded first.
Want to know if this fits your situation?
Book a 30-minute fit call. If it's not the right engagement, we'll say so on the call.
Book a fit call