Where we help · Reporting & Data
Reporting & data.
Numbers you trust, on screens that update themselves. We connect your systems, clean the data underneath, and automate the reports on top.
Where the hours go
Reports rebuilt by hand every cycle
The monthly numbers exist — but assembling them from exports and spreadsheets eats days, every single month.
No single source of truth
ERP, CRM, banking, Excel — the same KPI has three values depending on who you ask, and nobody fully trusts any of them.
Decisions wait for data
Management questions take hours to answer because the data has to be hunted down and reconciled first.
What we automate around reporting & data
Every system follows the same rule: AI proposes, your team approves. Your data stays in your systems — agents access it read-only via MCP connectors.
Power BI dashboards
Live dashboards connected to your source systems — the numbers refresh themselves instead of being rebuilt.
Power BI serviceExcel to Power BI migration
Structured migration of grown Excel reporting — with a checklist for the typical pitfalls.
The migration guideData quality
Duplicates, format drift, and missing identifiers cleaned with human approval gates — so your reports stop arguing with each other.
Data quality serviceReport distribution
Recurring client and management reports drafted and distributed automatically — reviewed by a person before anything leaves the house.
Finance automation serviceDocumented in a client project
For a professional services firm we built a Power BI solution connecting seven data sources into one executive dashboard — documented with ~15 h/week estimated time saved and ~2.8 months estimated payback.
Power BI case studyHow our data-quality agents reason about duplicates and conflicts is shown live — with illustrative data — in the interactive demo on the data quality service page.
See the live demoIn-depth articles on Power BI and reporting — read them in the Insights hub.
How long does your monthly report take?
Free 30-minute call — we look at your reporting chain, not a slide deck.
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