Custom Reporting
Automated reporting and custom dashboards
If someone on your team spends hours every week building the same report, we can automate it. We connect your data sources, clean the numbers, and deliver live dashboards and scheduled reports.
What we build
Connected data
Pull from your CRM, accounting, ads, spreadsheets, and databases.
Live dashboards
The numbers that matter, always current, on any device.
Scheduled reports
PDF or email summaries delivered automatically.
AI summaries
Plain-English explanations of what changed and why.
Common uses
- Weekly sales and pipeline reports
- Financial and cash-flow dashboards
- Marketing and ad performance reporting
- Operations and job-status tracking
- Client-facing reports
Case study coming soon
We publish real results only, with client permission.
How it works
Forward deployed, not handed off
Embed
We work alongside your team, sit in on the real workflow, and find where hours are lost.
Scope
You get a fixed-scope plan with a clear deliverable, timeline, and price before any build starts.
Build
We ship a working version fast, test it on your real data, and refine it with the people who use it.
Support
We document everything, train your team, and stay on call to monitor and improve it.
Frequently asked questions
Which tools can you connect?
Most tools with an API or export, including popular CRMs, accounting, ad platforms, and spreadsheets.
Do I need a data warehouse?
Not always. For smaller setups we report directly from your tools. We'll recommend a warehouse only when it pays off.
Which dashboard platform do you use?
We work with common BI tools or build a custom dashboard, depending on budget and who needs access.
Can reports be emailed automatically?
Yes. Reports can arrive by email or chat on whatever schedule you choose.
Tell us what's slowing your team down
A free 30-minute call. We'll tell you honestly whether AI is the right fix, and what we would build first.