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Automated Reporting
We automate your recurring reports so they're delivered to the right people at the right time. From daily sales summaries to monthly board decks—no more last-minute spreadsheet scrambles.
Automation & Workflow
Modern reporting tools and automation platforms
Fully automated reporting system with monitoring and support.
Data collection, transformation, and report generation on schedule.
Branded PDF, Excel, and dashboard templates with dynamic data.
Real-time notifications when KPIs exceed thresholds.
Web interface for on-demand report generation and customization.
A structured approach to automating your reporting workflows.
Document all recurring reports, data sources, recipients, and schedules.
Build automated data collection and transformation pipelines.
Create branded templates with dynamic data and formatting.
Set up scheduled delivery, alerts, and self-service access.
Flexible options based on your reporting complexity.
Automate one recurring report end-to-end.
$8,000 - $15,000
Multiple reports, self-service, and alerting system.
$20,000 - $35,000
Ongoing maintenance, new reports, and support.
$3,000 - $8,000/mo
Results from report automation we've delivered.
"The Monday morning sales report now arrives automatically at 7am. No more Sunday night data pulls."
"Finance saved 15 hours per month on recurring reports. They actually do analysis now."
"Alerts catch inventory issues before they become stockouts. We've eliminated 90% of emergency orders."
"The Monday morning sales report now arrives automatically at 7am. No more Sunday night data pulls."
PDF, Excel, Google Sheets, interactive web dashboards, and Slack/Teams messages. We match your stakeholders' preferences.
Yes. We connect to databases, SaaS tools (Salesforce, HubSpot, etc.), spreadsheets, and APIs. If data is accessible, we can automate it.
We monitor your data continuously and trigger notifications (email, Slack, SMS) when metrics cross thresholds you define.
Automations include data validation and error handling. When sources change, the system alerts you rather than producing bad reports.
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Share your recurring reports and we'll design an automation plan in a 30-minute call.