--- title: "Automated Reports & Dashboards: Your Numbers, Delivered Every Week | Softpers" description: "Automated business reporting and live dashboards. We pull data from your tools, build clear reports with AI summaries, and deliver them to Slack or email on schedule. No more spreadsheet copy-paste." url: "https://softpers.com/services/reports-dashboards" --- 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. Book a free call See how it works - **Live in**: 1–4 weeks - **Starts from**: $3k - **Delivered to**: Email or Slack 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. ### Connect your data CRM, accounting, ads, support and spreadsheets, all in one place. ### 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. 1 ### Discovery call Tell us which numbers you need and where they live. Estimate within 24 hours. Free · 30 min 2. 2 ### Pick the metrics We agree the key numbers and who needs to see them. 2–3 days 3. 3 ### Connect & build We connect your tools and build the report and dashboard. 1–3 weeks 4. 4 ### Launch The first report goes out and we fine-tune it with you. About 1 week 5. 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 days** of analyst time back every week Hilo Aviation **<3 weeks** from kickoff to first report Fast to value **Every Monday** the report arrives in Slack No 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. **416** hours a year spent on reporting **$16,640** what 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 Studio Power BI Metabase Google Sheets Snowflake Postgres Slack n8n Who it's for ## Leaders who want numbers without the wait Owners, managers and teams who spend too long building the same reports. Founders & CEOs Operations Finance Sales leaders Agencies E-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. By industry ## Industries we build this for Guides and real numbers from reports & dashboards work in businesses like yours. [See every industry](https://softpers.com/blog/industries) Industry **Accounting and finance operations** CPA firms, tax preparers and in-house finance teams *Guides coming soon* [Industry **Manufacturing** Job shops, distributors, plants and regulated manufacturers *1 guide*](https://softpers.com/blog/industries/manufacturing) Keep exploring ## Go further with your data [AI & Data Innovation **Data & Analytics** Ask questions of your data in plain English and get answers. *Explore Data & Analytics →*](https://softpers.com/services/data-analytics) [Automations **Finance & Accounting** Clean, up-to-date numbers start with automated books. *Explore Finance & Accounting →*](https://softpers.com/services/finance-accounting) [Automations **CRM & Sales Automation** A clean CRM means pipeline reports you can trust. *Explore CRM & Sales →*](https://softpers.com/services/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