Reporting
Cross-system reporting
Bring information from multiple systems together so teams can see what is happening without manually rebuilding reports.
- Integration
- Data transformation
Sounds familiar?
The work below is usually already happening. It's just happening manually.
The monthly report is rebuilt by hand from three or four exports.
Two systems give two different numbers for the same thing and nobody knows which to trust.
By the time the report is ready, the period it covers has moved on.
Only one person knows how the spreadsheet actually works.
How it works
This is how each workflow works. The details change to fit your systems and your business rules.
Pull from each system
On a schedule, the workflow collects the data it needs from each source through their APIs.
Reconcile it
Match records across systems, apply the definitions you use for each metric, and handle the awkward cases in one place.
Write it somewhere useful
A reporting table, warehouse or sheet that your existing dashboard already reads from.
Keep it current
It runs on its own, so the numbers are up to date when someone opens them, not when someone rebuilds them.
What it connects
Typical systems for this workflow. If you have a different system, let's talk.
What you end up with
- One agreed definition per metric, written into the workflow.
- Reports that are current without anyone rebuilding them.
- Numbers that reconcile across systems instead of contradicting each other.
- Reporting that does not depend on one person and their spreadsheet.
Built in a one week sprint
This workflow is built as an Automation Sprint: one focused week to map, design and build it around your systems and your rules. Fixed price and duration, scope agreed before anything starts.
Let's figure out what you can systemise and automate.
Tell me a bit about your business and what's eating your time, and we'll work out the best path forward together.
Free discovery call
We start with a 30-minute call to understand your current workflow and where automation can make the biggest difference.
Quick turnaround
Most projects are scoped and delivered within 2–6 weeks. No endless timelines or drawn-out retainers.
You own everything
Every workflow we build is fully documented and handed over to you. No black boxes, no lock-in.
I typically respond within one business day.