Automate Your
Reports
No more manual exports and summaries in spreadsheets. No late or wrong figures. Get the data you need where you need it, with the checks you need.
Connect the sources
Use agreed rules
Produce the report
Your team uses consistent reporting rules each month.
First, we automate one report
Working reports need sources, definitions, recipients and manual effort in order.
First, we find the best report to automate.
What numbers do you send the board?
To suppliers?
To the team?
Which one is late or wrong?
Which one takes the most time?
In one month, we create your working report
We automate one of your reports.
Our team connects relevant systems to a warehouse.
Then we build data pipelines to generate the report.
We set up every metric, check and approval rule.
Each report is a self-contained process with its own data use records.
When it's ready, we hand it over
BOOK A REPORTING AUDITYour team compares the first automated report with the existing process.
Once you're happy, the automated process takes over.
Further reports reuse verified sources and definitions.
Your finance and operations teams decide what comes next.
We automate reports you trust
Your reports are checked before distribution.
Our code connects systems and creates metrics in a warehouse you own.
Every metric is a named model you can read and extend.
We can host the warehouse or teach your team to take it over.
We're used to reports like these
Digbeth Events automates their operations dashboard by combining bookings, revenue and team measures. Leo Associates keeps project, supplier and finance data together, so their reports no longer start with a series of exports. No need to repeat that work.
We help established UK businesses, usually above £10m annual revenue. Every customer has a day-to-day owner and someone senior who wants to improve the process.
Our usual fit: your operations challenge
- We help established businesses with an annual revenue over £10m and a repeated operations challenge with a clear cost, delay, error rate or capacity issue.
- Our service works best for organisations with a senior sponsor and day-to-day owner who understand the work.
- We need access to relevant staff, systems, sample records and security requirements.
Sometimes we refer elsewhere
- If a standard product already covers the process well, or if we're not the right fit for you, we'll help you find an alternative service or a new supplier.
- That usually happens when a small one-off build wouldn't support a broader operating case, or if we can't get access to the people and data we need to test the build.
- Sometimes a high-impact AI decision lacks a clear owner who would review the results.
Audit first
Every project starts with an audit.
Your automation journey starts with an audit of your reports.
We identify one report that's worth automating.
We agree the definitions that need sorting out before we start.
You send us a sample report, its sources, recipients and the monthly effort it takes.
We book a follow-up call to discuss the report and any questions it raises.
Then we discuss the possible scope of the first automation project.
Book a reporting audit
Send current report, sources, recipients and monthly effort. Vu identifies the first report worth automating and definitions needing agreement before work begins.