Automated business reports & dashboards.
Stop building reports by hand. We pull data from the tools you already use, generate the report on a schedule, and deliver it to your inbox — formatted and ready to read.
What this typically replaces
If you're spending Monday morning exporting CSVs from Stripe, Shopify, your CRM, your accounting software, and then copy-pasting into a Google Sheet — this is for you. Most owners we work with spend 2-4 hours per week building reports they could be reading in 5 minutes.
What we build
Weekly sales report
Every Monday at 7am: revenue, top products, conversion rate, top channels, week-over-week comparison. Delivered to your inbox, ready to act on.
Monthly business snapshot
Revenue, expenses, customer metrics, growth rate, AR/AP status. The kind of report you'd build for a board meeting — generated automatically.
Live KPI dashboard
A web dashboard showing your most important numbers in real time. Open it on your phone before a meeting, on a TV in the office, on a tab you keep open all day.
Anomaly alerts
The AI watches for unusual patterns — a 30% drop in conversion, a customer who hasn't ordered in 90 days, a vendor invoice that's way off — and pings you before it becomes a problem.
Custom client reports
If you bill clients with monthly performance reports (agencies, service providers), we build them once and they generate themselves every month. Each client gets their numbers, branded.
What it costs
A weekly automated report with 2-3 data sources starts at $750 one-time + $99/month. A full dashboard with multiple integrations and live KPIs typically falls into the $2,500 Growth package. See all pricing →
Find out what's worth automating.
15-minute free audit. We'll look at how you're currently building reports and whether a workflow makes sense.
Book the audit