Automated reporting: the numbers, ready on Monday morning
Small businesses often run on a report someone builds by hand every week: exporting from three places, pasting into a spreadsheet and writing a few lines on what changed. It's important work, but it doesn't need to take a morning.
Sound familiar?
- Someone spends hours each week or month pulling numbers together
- Reports arrive late, so decisions get made on old figures
- Only one person knows how the spreadsheet works
- You'd like a short written summary, not just a table of numbers
What we build
- Automatic collection of figures from your accounts, sales and job systems
- A consistent report or dashboard, produced on a schedule
- An AI-written summary of what changed and what looks unusual, checked against the underlying numbers
- Delivery where you'll actually read it: email, Teams, Slack or a shared folder
Where it fits
Automated reporting takes the weekly or monthly routine of exporting, pasting and tidying, and runs it on a schedule. Typical examples are automated financial reporting from your accounts package, sales and job figures, KPI reporting for whoever runs the business, and client reports that go out every month.
It doesn't have to mean a new dashboard tool. If your team lives in Excel, automatic reports can land in the spreadsheet they already use, refreshed overnight. The AI part is the short written summary on top, pointing out what changed and what looks unusual.
What it can look like
A small operations team that built a weekly performance pack by hand. The figures are now gathered overnight, the pack is generated automatically and a short summary highlights anything outside the normal range.
An illustrative scenario showing the shape of the work, not a specific client.
When it isn't an AI job
The numbers themselves should never be calculated by an AI model. We use ordinary, testable code for the figures and use AI only for the written summary.
What it costs
We don't publish prices, because every job is different. Before any build you get a one-page cost check for your reporting: what it costs you now, what you'd save once your team is only checking the work, and what it would cost to run for the next 12 to 24 months, including if AI prices rise. If it doesn't pay back, we'll tell you not to build it.
How the cost check works →Questions we get asked
Will AI calculate our figures?
No. The numbers come from ordinary, testable code that reads your systems directly. AI only writes the plain-English summary, and that summary is checked against the figures.
Can the reports stay in Excel?
Yes. We can refresh the spreadsheet your team already uses, or send a PDF or an email instead. We'll match how you read reports today.
Can you automate client reporting?
Yes, as long as the figures come from systems we can connect to. Each client gets the same consistent report, and someone on your team reviews it before it goes out.
Talk to us about reporting.
Describe how it works today and what's frustrating about it. We'll come back with an honest view on whether it's worth automating, and how.