Automation service

Business Intelligence & Automated Reporting

Your numbers, collected from every platform you use and delivered as clear daily or weekly reports with AI-generated insights your management team can act on.

Growth creates a reporting tax. Sales numbers live in the store, marketing numbers in the ad platforms, pipeline numbers in the CRM, money numbers in accounting — and once a week someone spends half a day copying them into a spreadsheet where, somehow, the totals still disagree with last week’s version.

Business Intelligence & Automated Reporting replaces that ritual with a pipeline. Data is collected automatically from every platform you use, cleaned into one consistent source of truth, and delivered as daily or weekly reports your management team can trust — with AI-generated insights that point at what changed and what deserves attention, plus dashboard integration when you want live numbers.

Investment: $500–$3,000 per project

Fixed price, confirmed in a written proposal after a free consultation. Best for: Business owners, CEOs, marketing managers, finance departments and growing companies.

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What is included

Everything in this service

  • Automated data collection
  • Multi-platform data integration
  • Sales performance analysis
  • Marketing KPI monitoring
  • Revenue reporting
  • AI-powered business insights
  • Automated daily and weekly reports
  • Dashboard integration

Best for: Business owners, CEOs, marketing managers, finance departments and growing companies.

How it works

How this service is delivered

Five stages take you from manual process to running system, inside our standard six-step engagement process — discovery, fixed proposal, build, testing, documented handover and optional maintenance.

1

KPI workshop

We agree on the exact metrics and definitions leadership will see — one meaning per number, documented.

2

Source connections

Stores, ad platforms, CRM, accounting and spreadsheets are connected through APIs and scheduled exports.

3

Data foundation

Records are cleaned and unified in Google Sheets, Supabase or PostgreSQL — a single source of truth you own.

4

Report build

Report templates and AI insight summaries are designed around your decisions, not vanity metrics.

5

Delivery and dashboards

Reports arrive on schedule by email or Slack; dashboards are integrated for live views.

FAQ

Questions about this service

Which platforms can you pull data from?

Anything with an API or an export: e-commerce platforms, Google and Meta ads, major CRMs, Stripe, accounting tools and plain spreadsheets.

Will the numbers finally agree with each other?

That is the point of the KPI workshop and the single data foundation: every figure has one documented definition and one source, so meetings stop arguing about whose spreadsheet is right.

How fresh is the data?

You choose the cadence — daily reporting is most common; some sources can be near-real-time. The schedule is set per source in the proposal.

Do we get a dashboard as well?

Dashboards are available as part of the service — for example in Looker Studio or a lightweight web dashboard — alongside the scheduled written reports.

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Tell us which process eats your team's time

Book a free 30-minute consultation. We will audit your workflow and tell you honestly what automation can (and cannot) do for it — no obligation.

Book a free consultation