Home / Services / 06

Reporting & Insight

live demo
The problem

Why teams bring us in.

Someone spends Monday morning exporting, pasting and formatting the same report. By the time it's ready, the numbers are already old.

Hours lost to manual reporting
Numbers from different tools don't match
Reports show what happened, not what to do
What you get

Everything included.

01Automatic reports

Built from live data on a fixed schedule.

02AI summary

A short written note on what changed and why.

03Exception alerts

Flags when something needs attention.

04One source of truth

Data from all your tools in one view.

05Delivered where you work

Email, Slack or a live dashboard.

How it works

From audit to live.

Week 1Pick the numbers

We agree the KPIs that actually drive decisions.

Week 1–2Connect data

Sources linked and checked.

Week 2Design the report

Layout, summary style and alerts.

Week 3Automate delivery

Scheduled and monitored.

Connects to

Works with your tools.

Google SheetsHubSpotShopifyStripeXeroGoogle AnalyticsSlack+ custom APIs
Guardrails

You stay in control.

Read-only access to your data sources
Numbers traceable back to the source
You choose who receives what
Industry packages

Where this system shines.

FAQ

Common questions.

Do we need a data warehouse?

No. We connect your tools directly and add structure where needed.

Can it explain changes?

Yes, the AI summary highlights what moved and the likely cause.

How often can reports run?

Daily, weekly or on any schedule you choose.

Free 30-minute audit

Want this in your business?

Tell us how you work today. We'll show you what Reporting & Insight would take off your team's plate, and what it would cost.

Other services

Explore more systems.