Service
Reporting automation — numbers that assemble themselves
Reporting automation stops you assembling numbers by hand every month: downloading exports, matching them up in a spreadsheet, formatting a deck, sending it round. The report builds itself from your systems on a schedule. It arrives where people already are — an inbox, Slack, or a live dashboard.
Sound familiar?
The signs this is your problem
If two or more of these are true, there is almost certainly a worthwhile automation hiding in it.
- Someone loses a day a week building the same report
- Client reports are assembled manually, per client, every month
- Decisions are made on last month's numbers because this month's are not ready
- Three people have three different figures for the same metric
- Exports get copied into a spreadsheet that breaks whenever the format changes
What gets built
What a reporting build includes
Four things, in roughly this order. The proportions shift by project — the shape does not.
What you get
Handed over, documented, yours.
- A written metric dictionary — each number defined once with its source
- Automated pipelines with validation and failure alerting
- A live dashboard and/or a scheduled written digest
- Historical backfill where the source data allows it
- Documentation for changing or adding a metric yourself
Typically built with
Chosen per project, not by habit. Everything runs in accounts registered to you — you hold the keys and see the bills directly.
When this is not the right service
How we'd work
From audit to autopilot in weeks.
Fixed scope. One fixed price. Working software every week. You always know what ships next and what it saves.
- Week 0 · Free
Audit
Thirty minutes on where your hours actually go. I map the repetitive workflows, time them, and score each one by what automating it would return. You keep that map either way — including the honest note on which processes to leave alone.
- Week 1
Blueprint
A written proposal: what gets built, which systems it touches, what it costs to run each month, the timeline, and one fixed price for the whole engagement. Nothing starts until you approve it. The price does not move unless you change the scope.
- Weeks 2–4
Build
I design, build and test inside your own accounts, with evaluations and guardrails on anything using a language model. You see working software every week rather than a status update — which means you can redirect early, while redirecting is still cheap.
- Ongoing
Run & improve
Launch, monitor, iterate. Thirty days of support included with every build. After that: take a care plan, hand it to your own team using the documentation, or run it yourself. All three are genuinely fine.
Questions
Data & reporting automation — the usual questions
Usually yes. Many tools without a public API still offer scheduled email exports, a CSV download, or an interface that can be driven reliably by browser automation. That said, an API-free source is more fragile, and I will tell you honestly how brittle a given approach is before you pay for it.
Those tools visualise data you have already cleaned and consolidated. The work I do is the layer underneath — getting data out of scattered systems, reconciling it, agreeing what each metric actually means, and keeping the pipeline alive when a source changes format. If your data is already clean and in one place, you may genuinely not need me for this.
For one clearly defined report drawn from two or three systems I can reach, usually two to three weeks, including agreeing what each number means. It takes longer when the sources disagree with each other, because sorting that out is the real work.
Related
Often paired with
Ready to get the hours back?
A free 30-minute audit call. You leave with a written map of your automatable workflows and what each one is worth — whether we end up working together or not.
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