Repeatable report assembly
The figures and supporting information for each report, collected on schedule from approved sources.
Reporting automation
We automate the assembly of recurring reports. Calculations use approved definitions, and draft commentary links to the figures a reviewer checks.
ScopeOne workflow or several connected applications
Delivery timingDays for a focused prototype, weeks for a well-defined release when access and decisions are ready
How we check itEach generated report is checked against approved numbers before anyone receives it.
Stop rebuilding the same report
Your team’s time goes into reading the report, not assembling it. We automate collection and distribution without changing your approved calculations. Before a report goes out, a reviewer checks missing data and significant exceptions.
Good fit
- Teams producing the same performance report every week or month
- Operators comparing results across locations or portfolio companies
- Leaders whose reports arrive too late to act on
Not the right fit
- Reports whose underlying numbers haven’t been agreed yet
- Reports that nobody acts on
- Replacing a trusted review process without first learning what it catches
What you get
Checked commentary
Draft explanations of the numbers, linked to the approved figures, with missing data and exceptions clearly marked.
Approval and distribution
A review step before anything is sent, a delivery schedule, and a history of what went to whom.
How it works
Reproduce the current report
We rebuild your current report with the people who produce it, noting every source, calculation, and manual check.
Automate the assembly
We automate calculations in ordinary code and use AI only where interpretation helps, such as drafting commentary.
Verify before distribution
We test late data, revised figures, approvals, and failure alerts before the report reaches anyone.
Scope, cost, and ownership
What we need from you
- An existing report with approved definitions
- A reviewer for each report and an agreed list of recipients
What affects cost
- Source count and reporting frequency
- Reconciliation and commentary complexity
- Approval, delivery, and audit needs
Technical scope
- Semantic models
- Exception detection
- Drafted commentary
- Scheduled delivery
- Approval routing
- Power BI
Support and maintenance
Your team approves the calculations and the report before distribution. The support plan covers late data, failed deliveries, and changes to the schedule.
Common questions
Will it replace dashboards?
Usually not. It extends them by cutting assembly work and flagging exceptions.
Can it show its source?
Yes. Each significant statement links to the agreed measure, source data, or calculation behind it.