Connect your data
CRM, accounting, ads, support and spreadsheets, all in one place.
Automations · Reports & Dashboards
Your numbers, delivered every Monday
We pull data from all your tools into one clear report, add a plain-English AI summary, and send it to your inbox or Slack on schedule. No more building reports by hand.
- Live in
- 1–4 weeks
- Starts from
- $3k
- Delivered to
- Email or Slack
Your weekly report is ready
Revenue$84k+12%
New leads48+9
Hours saved31+4
AIRevenue up 12%, led by repeat customers.
What changes
What changes when reports build themselves
Today
Someone spends Monday copying numbers into a spreadsheet.
With automation
The report is waiting in your inbox before you start work.
Today
Every team has its own version of the numbers.
With automation
One source of truth that everyone trusts.
Today
Charts with no explanation of what changed.
With automation
A plain-English AI summary of what moved and why.
What we do
Reports and dashboards that keep you in the know
We connect your tools, clean the data and deliver the numbers that matter, without anyone building them by hand.
Live dashboards
Clear, simple dashboards you can check any time, on any device.
Scheduled reports
Daily, weekly or monthly reports sent to email or Slack.
AI summaries
A short, plain-English note on what changed and what needs attention.
Smart alerts
Get told right away when a number moves outside its normal range.
Right data, right people
Each person sees only the numbers they should.
How it works
From spreadsheet chaos to reports that arrive on their own
- 1
Discovery call
Tell us which numbers you need and where they live. Estimate within 24 hours.
Free · 30 min - 2
Pick the metrics
We agree the key numbers and who needs to see them.
2–3 days - 3
Connect & build
We connect your tools and build the report and dashboard.
1–3 weeks - 4
Launch
The first report goes out and we fine-tune it with you.
About 1 week - 5
Warranty
30 days of fixes and tweaks after launch, included.
30 days
Proof from a real client
Hilo Aviation got 2 days a week of analyst time back
We automated Hilo's weekly reporting. Data that took an analyst two days to pull together now lands in Slack every Monday, ready to read.
2 daysof analyst time back every weekHilo Aviation
<3 weeksfrom kickoff to first reportFast to value
Every Mondaythe report arrives in SlackNo one builds it
Your numbers
How long do your reports take to build?
Add up the time spent pulling numbers and building reports. Move the sliders.
416hours a year spent on reporting
$16,640what manual reporting costs each year
Automated reports also mean faster decisions. We'll show you an example on your call.
What you get
- Your key metrics agreed and defined
- All your data sources connected
- A live dashboard for your team
- Scheduled reports to email or Slack
- AI summaries and smart alerts
- 30-day warranty and full ownership
Tools we use
Your data, from wherever it lives
We connect to the tools you already use and pick a reporting setup that fits your budget.
Looker StudioPower BIMetabaseGoogle SheetsSnowflakePostgresSlackn8n
Who it's for
Leaders who want numbers without the wait
Owners, managers and teams who spend too long building the same reports.
Founders & CEOsOperationsFinanceSales leadersAgenciesE-commerce
FAQ
Reporting and dashboard questions, answered
What is automated reporting?
It's pulling data from your tools automatically and building your reports on a schedule, so no one has to copy numbers into spreadsheets.
Which data sources can you connect?
Most CRMs, accounting tools, ad platforms, support desks, databases and spreadsheets. If it has an API or export, we can usually connect it.
Do we need a new dashboard tool?
Not always. We can use tools you already have, like Google Sheets or Power BI, or recommend a simple option.
How much does it cost?
Automation projects start from $3k and usually take 1–4 weeks. You get a fixed-price estimate within 24 hours of your discovery call.
How accurate are the AI summaries?
Summaries are written from your actual numbers, and we test them carefully. The numbers themselves always come straight from your data.
Is our data safe?
Yes. We sign an NDA, and a DPA where needed. Automations run in your own accounts, and your data is never used to train AI models.
Keep exploring
Go further with your data
AI & Data InnovationData & AnalyticsAsk questions of your data in plain English and get answers.Explore Data & Analytics →
AutomationsFinance & AccountingClean, up-to-date numbers start with automated books.Explore Finance & Accounting →
AutomationsCRM & Sales AutomationA clean CRM means pipeline reports you can trust.Explore CRM & Sales →
Which report would you love to stop building?
Book a free 30-minute call. Tell us which numbers you need, and we'll show you how they can arrive on their own.
Book a free call or send us a message
