Multi-source consolidation
Excel, POS, bank, Google Sheets, your system: all in one report, hands-off.
Automatic reports: decisions based on fresh data
Your report is ready every morning without anyone spending 3 hours. Numbers are consolidated from all your systems, validated, alerts if anomalies appear.
Manual reports are error mines
Someone spends 3-4 hours weekly copying numbers from Excel, POS, bank, Google Sheets into a summary document. Makes two mistakes, checks it, sends it. Friday afternoon nobody's focused. Manager gets it Monday (already outdated). If you need it Wednesday urgently, everything stops.
- Each report pulls from 4+ different systems (no easy way).
- Excel formulas break without warning.
- Nobody trusts the numbers 100%: are they aligned in accounting and the dashboard?
- If a data source is missing, the report takes twice as long.
What an automatic report does
Pulls your data each night. Consolidates by your rules. Validates the numbers make sense (if a margin spikes 50%, alerts). Sends by email or dashboard as you prefer.
Automatic calculations
Margins, YTD, month-over-month, averages: update themselves, error-free.
Scheduled delivery
Mondays at 8am, every Friday, every morning: the report lands when you need it.
Smart alerts
If a number spiked (unusual sale, margin dropped), I alert before you read it.
From manual assembly to fresh data daily
Before
- 1 Friday 4pm: ask sales and operations for reports.
- 2 Wait 2 hours for them (incomplete).
- 3 Consolidate in Excel doing 6 calculations by hand.
- 4 Check twice because you don't trust the numbers.
After
- 1 Every morning at 7: report lands in inbox.
- 2 Data from yesterday at 11:59pm, completely current.
- 3 Calculations already done and validated.
- 4 Your time goes to analyzing, not doing math.
Illustrative example. Every project is designed around your actual process.
How I implement it: 2 weeks to clarity
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I map your current report
What data you need, where it comes from, what calculations, in what order, who needs it.
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I connect your sources
Excel, API, bank, internal systems: all integrated securely.
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I build the logic
Calculations, validations, alerts by your business rules.
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I schedule delivery
Report generates and sends automatically at the times you specify.
Frequently asked questions
If I change my data source, what happens?
I catch it fast: report generates strangely or numbers come out way off. Alerts are configured.
Can I edit the report before it sends?
Yes. There's a dashboard where you see it live, so if something looks off you adjust it before send.
What if I need an extra report Wednesday?
Run it manually from the dashboard or I can schedule it for a specific time.
Does it work with Google Sheets?
Yes. Can pull from Google Sheets and create new reports in shared sheets.
How many reports can I have?
As many as you need. Some clients have 3, some have 15. Setup is one-time, then automatic.
How much does it cost?
Depends on sources and calculation complexity. I'll quote after seeing your current reports.
You might also need
How many hours weekly on reports?
Share which you build (sales, margins, flow, inventory). I'll show which automate and what the real savings are.