Reporting eats a full day every week in many teams. Data copied from ERP, CRM, Google Analytics, Excel, email. All of this can be automated — and the report delivered on time, error-free.
Weekly/monthly report eats 4-8 hours of someone senior's time
Data copied manually from 5+ systems — error sources
Systematic delays (Monday's report delivered Wednesday)
Report discussion happens after the data is already stale
Who reads the report? What decisions do they make from it? That determines what metrics matter — not the other way around.
ERP (QuickBooks, SAP), CRM (HubSpot, Salesforce), Analytics (GA4), store (Shopify), operational Excels. For each: what fields, how to access (API, scheduled export, etc.).
Data pulled automatically → cleaned → aggregated → calculated (KPIs, vs prior period, vs target) → stored in a small warehouse (Postgres, BigQuery, ClickHouse).
Live dashboard (Metabase, Looker Studio, custom) or scheduled PDF emailed. AI can also write a short narrative: 'Sales grew 12% MoM, driven by conversion lift on page X.'
Report lands automatically (Slack, email, dashboard). Anomalies (budget overruns, sales drops, errors) escalate directly to owners.
Build custom if you have data from 5+ systems, need cross-cut analytics (legal entity × location × product × period), or have specific regulatory requirements. For SMB with 1-2 sources, Google Sheets + Looker Studio may be enough.
Depends on design: real-time (streaming), hourly, daily, weekly. Typical: weekly reports updated daily; monthly the same with 'live' figures.
Yes. We read from Google Sheets or Excel hosted in SharePoint/OneDrive. Long-term, we recommend migrating critical data to a more robust source.
Same people — but instead of building it, they spend time acting on it. That's the real win.
Full audit trail per figure: source, timestamp, transformation. Critical for tax or financial audit.
For a typical 3-5-source report, 4-8 weeks. For a full cross-org reporting system, 3-6 months.
30 minutes, no pitch — we’ll tell you honestly if it’s worth automating.
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