A source and metric map
The inputs, reporting periods, field mappings, and agreed calculations for one existing management report.
Reporting & analytics
Reporting automation. Stop rebuilding the report.
We turn one recurring report into a repeatable refresh workflow, using up to two prepared data sources and the metrics your team already agrees on.
From $2,500 USDOne-time project. Software and usage billed separately.
30 minutes with the co-founders. Check fit, tools and the next scoping step.
Is this the right
first project?
The same report gets rebuilt every week. Someone downloads the files, reconciles different definitions, and explains why this version differs from the last. A better reporting workflow keeps those decisions in the process, so the next reporting cycle does not depend on remembering how the previous one was assembled.
A good fit when…
You rebuild the same weekly or monthly report from spreadsheets or exports.
The report has agreed metrics and up to two clean, prepared data sources.
An owner can check a test cycle and take responsibility for the refresh routine.
Your first project, priced.
One recurring report
From $2,500 USD
One-time project. Final scope and price agreed in writing.
Turn one report your team already relies on into a repeatable workflow with agreed numbers and a documented refresh routine.
Book a free scoping call ↗30 minutes with the co-founders to check fit, tools and the next scoping step. No obligation to proceed.
Included in the starter scope
- One existing management report with agreed metrics and reporting periods.
- Up to two clean, prepared source datasets with available access or exports.
- A repeatable preparation and refresh workflow in the agreed reporting tool.
- Checks for missing inputs and inconsistent periods, with source references for review.
- A test reporting cycle and a runbook for the report owner.
- Quoted separately
- Historical data repair, a new data warehouse, unresolved metric definitions, and additional reports require separate scope.
- A larger project
- $5,000–$12,000 — Add reports, dashboards, source connections, or more involved reconciliation and preparation steps. This is an alternative scope, not an add-on to the starter price.
- Optional ongoing support
- Optional: $300–$1,000/month for agreed refresh monitoring and maintenance. New reports and major source changes are separate.
- Timing
- The seven-day Reporting Rebuild is available only for a separately agreed scope with ready inputs, source access, an available owner, and agreed acceptance criteria. Other work has its own schedule.
All prices are in USD. Third-party software, API usage, hosting and any telephony charges are separate. Support is optional; its coverage and limits are agreed separately. New workflows need a new scope.
Tangible work
What you take away.
A repeatable report
A preparation and refresh workflow using up to two prepared sources, with missing-input checks and source references.
A test cycle and runbook
A reviewed reporting cycle and instructions for refreshing, checking, and rerunning the output.
Let’s check the fit.
Bring one task and your current tools. We’ll discuss the first step in a free 30-minute call.
See the workflow.
Then consider what comes next.
- 01 / The starting point
The weekly reporting cycle begins with agreed CRM and finance exports.
- 02 / The right context
Check reporting periods, required fields, and the definitions used for each metric.
- 03 / Prepared for review
Prepare a management view with source links, a comparison to the prior period, and unresolved differences.
- 04 / A person decides
The report owner checks exceptions and approves the version shared with the team.
Related workflows to explore
Additional workflows are scoped separately.01
Rebuild one recurring report
A focused starting point for a management report that takes too much manual preparation.
Explore the workflow 02Coordinate month-end evidence
Bring reconciliation inputs, differences, and review status into a clearer close pack.
Explore the workflow 03Improve the CRM behind the report
Find missing ownership and inconsistent fields before they distort pipeline views.
Explore the workflowFrom first conversation to handoffA clear start.
A clear start.
An agreed finish.
- 01
Agree what the report means
Walk through the existing output with its owner. Identify the decisions it supports, define each metric, and separate calculation questions from missing source data.
- 02
Connect and check the inputs
Build the preparation path around the agreed sources. Keep period checks, missing records, and conflicting values visible before they reach the final view.
- 03
Rehearse the next cycle
Run ordinary inputs and a late correction through the workflow. Compare the report with its source records and hand the refresh and review routine to its owner.
Agree the scopeAgree the scope
Agree the scope
and the limits.
Scope starts with named reports and available sources. Replacing a data platform, defining unresolved accounting policy, and introducing new source systems are separate decisions. The seven-day format applies only to the separately scoped Reporting Rebuild.
Security and data questions ↗A few useful answers
Before we begin.
How much does a first project cost?
One recurring report starts at $2,500 USD for the starter scope shown on this page. We confirm access, scope, exclusions, timing and a written price before work begins. Third-party software and usage charges are separate; ongoing support is optional.
What happens on the free scoping call?
In 30 minutes, we discuss one task, your current tools and the result you need. We check whether the starter fits and what is needed for a written proposal. If paid discovery is needed, we explain its scope and price first. You do not need a prepared brief or a paid assessment to book the call.
How will we judge whether the project is useful?
We agree a baseline and acceptance checks with the person who owns the work. A test reporting cycle produces the agreed report, flags input issues, and can be repeated from the runbook. Where relevant, we also compare manual effort, correction work and operating costs. These checks guide the handoff; they are not a promise of revenue or savings.
What does a reporting automation project deliver?
A scoped project can deliver a source and metric map, a report or dashboard, and a refresh runbook. Define the reporting period, calculations, input owners, and review steps. The focused Reporting Rebuild covers one existing management report under agreed readiness conditions; other reporting and dashboard work has its own scope and schedule.
Do we need a new analytics platform?
Not necessarily. The useful output may feed the spreadsheet or reporting tool already used by the team. Assess the available exports and interfaces, the required refresh frequency, and the people reviewing the numbers before selecting an integration or changing the reporting platform.
What determines reporting automation cost?
Cost depends on the number and condition of sources, metric definitions, reconciliation rules, refresh frequency, and output requirements. Historical cleanup and changes to source systems can add separate work. Identify platform, hosting, and support costs alongside the initial reporting scope.
What affects the reporting project timeline?
Source access, agreed metric definitions, and the report owner's availability are key dependencies. Late inputs, inconsistent periods, and unresolved accounting rules can delay a repeatable result. Agree the specific report and source requirements before setting the delivery plan.
Where is AI useful in a reporting workflow?
AI can help organize written commentary or prepare an explanation of a flagged difference using approved evidence. Calculations, period checks, and reconciliation rules should remain explicit and reproducible. A reviewer should be able to trace each material figure to its source and definition.
Who maintains the report after handoff?
Assign owners for source delivery, metric definitions, refresh failures, and final review. The runbook should cover late corrections, reruns, and changed fields. Changes to the report and continuing monitoring need an agreed support arrangement or a named internal owner.