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Data & reporting

Your figures together, your reports prepared automatically.

Data from your tools is gathered and checked. You receive a clear report and useful alerts.

This week's report
Illustrative example
  1. Several sources

    CRM, sales, ads

  2. Checks

    Missing values, gaps

  3. Consolidation

    One set of figures

  4. Report and alerts

    Sent to the right team

What we can automate

  • Consolidated operations dashboard

    Key figures from your tools are brought into one dashboard.

    Benefit: Figures gathered in one place.

  • Consolidated paid-media reporting

    Your ad results are gathered into a regular report.

    Benefit: Reporting with less repetitive work.

  • Disengagement signal detection

    Customers using your service less are flagged in time.

    Benefit: Time to act before they cancel.

What you gain

  • Centralised information

    One source instead of several spreadsheets.

  • Regular reports

    Prepared without repetitive work.

  • Useful alerts

    Gaps are flagged in time.

You stay in control

  • Calculation rules are written down and documented
  • Anomalies are flagged rather than silently corrected
  • Every figure stays traceable to its source

Works with your tools

  • Google Sheets
  • Airtable
  • Notion
  • Stripe
  • Shopify
  • HubSpot
  • n8n
  • Make

What's possible depends on your tools and the access available.

Frequently asked questions

Do we need a data warehouse?

Not at the start. We begin with your existing tools and only add infrastructure when volume requires it.

A process you'd like to move forward?

Tell us about it: we'll look at what can be automated for you.