Service 04 · AI Automation & Integrations
Reporting Automation
Recurring business reports assembled from your spreadsheets, CRM and accounting tools, checked for errors and delivered on schedule.
01 · Who it’s for
Is this you?
- Managers who spend hours each week copying numbers into a report
- Businesses whose data lives in several systems that do not agree
- Owners who want a reliable weekly view without building a data team
02 · The problem
What it solves
Weekly and monthly reports are often built by hand from exports, spreadsheets and memory. It is slow, mistakes are hard to spot, and the report arrives too late to act on.
03 · What we build
What you receive
The exact list is confirmed in your written scope. Not every project needs every item.
- 01Data-source mapping
- 02Scheduled data collection
- 03Validation and reconciliation checks
- 04KPI summaries
- 05Anomaly flags
- 06Executive report generation
- 07Email or dashboard delivery
04 · Implementation
How it works
Step 1
Map sources
We list where each number comes from and how it is calculated today.
Step 2
Validate
Checks catch missing data, duplicates and figures that do not reconcile.
Step 3
Summarise
KPIs and a short written summary, clearly separated from the underlying numbers.
Step 4
Deliver
Sent by email or published to a dashboard on your schedule.
05 · From you
What we’ll need
Client inputs
- Read access to the data sources in scope
- Your current report, if one exists
- KPI definitions and who receives the report
Typical integrations
- Google Sheets or Excel
- QuickBooks or Xero
- CRM
Examples only. We confirm what your tools support during discovery.
06 · Data & human review
Safeguards built in
- Read-only access to source systems
- Validation failures are reported, not hidden
- Written summaries are generated from the numbers shown, and labelled as such
07 · Interactive demo
Build a weekly report
Three messy fictional sources become one validated report. Notice the checks that catch a duplicate, a gap and a mismatch.
Sources · Week 42
| Order | Account | Region | Amount |
|---|---|---|---|
| O-5101 | Northgate Builders | East | $18,400 |
| O-5102 | Lakeside Facilities | West | $6,250 |
| O-5103 | Pinecrest Schools | East | $9,800 |
| O-5104 | Ridgeway Hotels | Central | $22,600 |
| O-5105 | Harbour Clinics | Central | $4,350 |
| O-5106 | Northgate Builders | East | $11,900 |
| O-5107 | Valley Dental Group | (blank) | $3,100 |
| O-5108 | Summit Property Mgmt | West | $14,750 |
| O-5108 | Summit Property Mgmt | West | $14,750 |
| O-5109 | Pinecrest Schools | East | $7,200 |
| O-5110 | Ridgeway Hotels | Central | $26,900 |
| O-5111 | Lakeside Facilities | West | $5,600 |
| O-5112 | Elmstead Arenas | West | $12,300 |
- Collect (not started)
- Validate (not started)
- Summarise (not started)
- Deliver (not started)
The report is empty until it is built. Review the sources, then build the report.
- Service 01Email & Slack Support AutomationWorkflows that sort incoming email and messages, draft replies, assign priority and route requests, with a person approving anything that goes out.
- Service 02Internal Knowledge-Base AssistantAn internal assistant that answers staff questions from your approved documents, policies and SOPs, and shows where every answer came from.
- Service 03Sales Follow-Up DraftingPersonalised follow-up drafts built from your CRM records and interaction history, ready for a salesperson to review and send.
- Service 05Employee & Customer Onboarding AutomationAutomated onboarding that creates tasks, sends documents, notifies the right people and answers common questions, so nothing is forgotten.
Still building the weekly report by hand?
Tell us about the workflow or website you have in mind. A discovery call is a 30-minute conversation with no obligation to go further.