Automated Reporting

Monthly reports that take half a day? Weekly updates that someone has to remember to send? That's time you should get back.

The Problem

Every month, someone pulls data from five different tools, pastes it into a spreadsheet, formats it, and sends it out. Takes hours. Gets delayed. Sometimes has errors nobody catches.

Meanwhile, you're making decisions on data that's already weeks old.

How It Works

Connect Your Data Sources

CRM, accounting, ads, analytics, spreadsheets - wherever your numbers live. One connection, always current.

Define Your Reports

What metrics matter? What format do stakeholders need? We build templates that populate automatically.

Schedule Delivery

Daily, weekly, monthly - reports show up in inboxes, Slack, or dashboards exactly when expected.

Alert on Anomalies

Don't wait for the monthly report to notice problems. Get notified when metrics cross thresholds.

Real Example

Kingfisher Ads

Monthly ad spend reports: 2-4 hours down to 15 minutes

Pulls from Meta and Google Ads. Calculates fees per client. Outputs invoice-ready reports. Runs automatically on the 1st.

Common Report Types

  • Sales reports: Pipeline, closed deals, rep performance.
  • Marketing reports: Ad spend, conversion rates, attribution.
  • Financial reports: Revenue, expenses, cash flow.
  • Operations reports: Inventory, fulfillment, support tickets.
  • Client reports: Project status, deliverables, metrics.

See the Math

Every solution should pay for itself. Calculate what this problem is actually costing you.

Calculate Your ROI

Get Your Reporting Hours Back

Let's build reports that create themselves.