Business reporting automation pulls data from your finance, CRM and operations tools into live dashboards and recurring reports that refresh automatically — replacing the weekly ritual of exporting, copying and reformatting spreadsheets. Built in Looker Studio, Metabase, Power BI or your tool of choice. Fixed-fee, free audit.
What reporting automation gives you
- Live dashboards — sales, finance and ops numbers in one place, always current
- Scheduled reports — the weekly/monthly pack emailed automatically to the right people
- One source of truth — data consolidated from your systems so figures stop disagreeing
- No more manual exports — the copy-paste-reformat cycle disappears
Built on tools that fit
Looker Studio, Metabase, Power BI or a custom dashboard — we pick what suits your data and budget, and connect it to Xero, QuickBooks, your CRM and operational systems.
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Frequently asked questions
Which tools do you build dashboards in?+
Looker Studio, Metabase, Power BI or custom — chosen to fit your data and budget. We connect them to your finance, CRM and ops systems.
Can you combine data from different systems?+
Yes — consolidating data from finance, CRM and operations into one source of truth is exactly the point, so figures stop disagreeing between reports.
How much does it cost?+
Fixed-fee, scoped to the reports that matter. The audit call is free and tells you what's worth automating.