Automatic Reports:Monday's report, written before you wake up.
We pull the numbers from your tools and send a clear report on a schedule. No more Friday afternoons in spreadsheets.
- Built from the tools you already use.
- Sent daily, weekly or monthly.
- Same format every time.
Does this sound like your week?
Reports eat a day a week
Exporting, pasting, fixing formulas. The same steps every time.
Numbers do not match
Two people build the report and get two different totals.
It comes too late
By the time the report is ready, the week it describes is long gone.
Data and operations
How the report builds itself
- 1We connect your sourcesSheets, CRM, store, invoices or your own database.
- 2Numbers are gatheredOn the schedule you choose.
- 3The report is writtenTables, totals and a short summary in plain words.
- 4It lands in your inboxAs an email, PDF or shared document.
- 01The schedule starts the run early on Monday.
- 02Sales figures are pulled from your spreadsheet.
- 03Lead numbers come from your CRM.
- 04The report is written with a short summary.
- 05It lands in your inbox before you start work.
Same report. Zero effort.
You read it. You do not build it.
Clear pricing. You see the estimate before we start.
After a free 15-minute call, you get a proposal with the estimated cost. We charge $100 per hour for native integrations and $200 per hour for custom development. Want us to keep it running afterwards? See our care packages.
What we set up
- Connection to your data sources
- A report in the format you choose
- Daily, weekly or monthly schedule
- Plain-language summary of what changed
- With a care package: we watch it, fix it, and make small changes
Not included
- Business advice on the numbers
- Live dashboards
- Bookkeeping
Good for
- Owners who report to partners
- Managers building weekly numbers
- Teams with data in several tools
Questions owners ask
Can it pull from more than one tool?
Yes. Most reports combine two or three sources.
Can I change the report later?
Small fixes are included in a care package. A brand-new report gets its own estimate.
Is this a dashboard?
No. It is a finished report delivered to you. If you would rather ask questions, see MCP for your business.
What if I cancel?
You keep every report sent so far and the setup notes.