Intelligence

Automated Reporting
& Dashboards

If someone on your team spends part of their week pulling data, formatting a spreadsheet, and emailing a report, that work can be fully automated. We replace that process with a live dashboard that updates itself and delivers exactly what your team needs to see.

Best for
Any business with recurring manual reports
Typical delivery
2 to 4 weeks
Retainer eligible
Yes, maintenance and iteration
The problem

Your data exists.
Accessing it shouldn't be work.

Most businesses already have the data they need to make good decisions. The problem is that it lives in three different systems, requires someone to pull it manually every week, and arrives in a spreadsheet that takes 20 minutes to interpret.

A well-built reporting system changes that entirely. Your numbers are always current, always in the same format, and visible to the right people without anyone having to do anything. Decisions get faster, surprises get rarer, and your team gets time back.

Who this is for

Use cases

Professional services and agencies

Automated client reporting, utilisation tracking, project margin reporting, delivered on a schedule without anyone touching a spreadsheet.

Real estate and property management

Portfolio-level occupancy, maintenance costs, and rent roll reporting across multiple properties, consolidated automatically.

Construction and project-based businesses

Live project cost-to-budget tracking, subcontractor payment status, and schedule progress, visible to the right people in real time.

Sales-led businesses

Pipeline reporting, conversion tracking, and revenue forecasting that updates from your CRM without any manual data wrangling.

Example workflow

From scattered data sources
to a single live view.

YOUR DATA SOURCESCRMHubSpot, DynamicsAccountingXero, QuickBooksSpreadsheetsExcel, SharePointOther systemsAPIs, exportsData pipelineClean, transform,join, scheduleOUTPUTSLive dashboardTableau or webScheduled reportPDF, auto-sentThreshold alertsTriggered notices
What's delivered

Always current, always
ready when you need it.

Custom Tableau dashboard

Built around your specific metrics and the decisions your team actually needs to make, not a template with your name on it.

Automated data pipeline

KNIME and SQL pipelines that pull, clean, and join your data on a schedule, with no manual exports and no stale numbers.

Scheduled report delivery

Reports emailed to the right people at the right time, in a consistent format they can act on immediately.

Threshold alerts

Automated notifications when a metric crosses a defined threshold, so you find out about a problem before your client does.

Ready to stop doing reports manually?

Book a free audit call and we'll identify exactly which of your current reports can be automated first.

Book a free audit call →