AI Reporting Automation Services
Every Monday someone exports three systems into a spreadsheet, formats it, writes a paragraph explaining what changed, and emails it out. The export, the formatting, and the first draft of the paragraph can all be done without them.
Discuss your projectReports we automate
Client reports for agencies
Per-client performance pulled from ad platforms and analytics, in your branding, on your schedule. The work that consumes the end of every month for account managers.
Sales pipeline reports
Movement by stage, ageing deals, forecast against target, and activity by rep — drawn from the CRM rather than from what each rep remembers to update before the meeting.
Executive summaries
One page covering the handful of numbers that matter, with the narrative that explains them. The format most often prepared manually by someone senior enough that their time is the expensive part.
Operational reports
Throughput, backlog, SLA compliance, exceptions. Usually daily, usually ignored unless the exceptions are called out explicitly rather than left for the reader to spot.
Finance reporting packs
Revenue, margin, debtor ageing, and budget variance assembled from your accounting system on a close schedule.
Board and investor updates
The recurring metrics assembled and the commentary drafted, leaving the judgement and the forward-looking statements to you.
How it works
- 01
Pull from the sources
CRM, ad platforms, analytics, accounting, your own database. Scheduled, with retries, and a record of which systems answered — a report built on a failed API call is worse than no report.
- 02
Compute every figure in code
This is the central design rule and we do not bend it. Totals, percentages, comparisons, and growth rates are calculated deterministically from the source data. No language model is asked to do arithmetic, because that is where invented numbers come from.
- 03
Validate before it goes anywhere
Does the data cover the whole period? Do the components sum to the total? Has a metric moved by an implausible amount, which usually means a tracking break rather than a business event? A failed check holds the report and tells you why.
- 04
Write the narrative around the verified figures
The model receives the computed numbers and writes the explanation: what changed, by how much, against what comparison. It describes the figures it was given and is not permitted to produce new ones.
- 05
Deliver
PDF, email, Slack, Google Sheets, or a dashboard, in your own branding. Agencies normally want per-client PDFs; internal teams usually prefer the summary in Slack with the detail linked.
Sources we connect
- CRM: HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel.
- Advertising: Google Ads, Meta, LinkedIn, Microsoft Ads.
- Analytics: GA4, Search Console, Ahrefs, Semrush.
- Accounting: QuickBooks, Xero, Sage.
- Your own database or application, which is often where the metric that actually matters lives.
- Spreadsheets, for the figures that are still maintained by hand and realistically always will be.
Common questions
Tell us what you need
Describe the problem and we will come back with scope, timeline, and a rate. No obligation to proceed.
Get in touch