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See today's numbers today. Not last month's spreadsheet.

Your reporting team is excellent. They just spend too much time pulling data from 5 systems and pasting it into Excel. We automate that.

Schedule a workflow exploration call →

How it works

01

We study your workflow

We map every report your organization produces — where the data lives, who pulls it, how it gets assembled, and who consumes it. We identify where your team spends the most time on manual consolidation.

02

We automate the bottleneck

We build AI that connects to your source systems, pulls the data, normalizes it, applies your business rules, and generates the report — automatically. Discrepancies route to your team for review.

03

Your team does more

Your staff stops assembling and starts analyzing. Reports arrive on time. Numbers are consistent. And when leadership asks for a new view, it takes hours — not weeks.

Common Reporting bottlenecks we automate

Every operation is different. We work with you to identify the ones that cost you the most.

01
Multi-System Pulls
Data in 5 systems
Today
Manual CSV exports
Staff logs into 3-5 systems, exports CSVs, pastes into a spreadsheet.
→
What we build
Auto source aggregation
AI aggregates all sources automatically.
→
Your team
Real-time dashboard
One dashboard, real time. No more morning assembly.
02
Excel Consolidation
Copy-paste monthly
Today
Hours of formatting
Hours formatting spreadsheets, fixing formulas, adjusting pivot tables.
→
What we build
AI template assembly
AI assembles and formats to your exact templates.
→
Your team
On-demand reports
Report ready on demand. Hours to minutes.
03
Inconsistent Metrics
Each team calculates differently
Today
Conflicting numbers
Sales says one number. Finance says another. Operations has a third.
→
What we build
Standardized definitions
AI standardizes definitions. Same source, same number.
→
Your team
Single source of truth
One source of truth. No more 'which number?' meetings.
04
Delayed Reporting
Numbers arrive 2 weeks late
Today
Two-week-old data
Monthly report ready when the data is already stale.
→
What we build
Real-time processing
AI processes in real time. Data is current, not historical.
→
Your team
Today's numbers today
Today's numbers, today. Problems caught while small.
05
Board Deck Assembly
Manual every quarter
Today
Days of slide-building
3-5 days pulling data, building slides, cross-checking numbers.
→
What we build
AI-generated deck
AI generates with current data — charts, KPIs, summaries.
→
Your team
Insight, not assembly
Hours to minutes. Team focuses on insight, not assembly.
06
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07
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08
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Don't see yours?
Every operation has its own.
Today
You tell us where your team spends the most time.
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What we build
We map the workflow and identify the automation opportunity.
→
Your team
First workflow live in 60 days.
Schedule a workflow exploration call →

With an engineer — not a salesperson. 30 minutes. No commitment.

We've built reporting automation across:

Healthcare Insurance Banking Manufacturing Legal Logistics Pharma Energy Real Estate Accounting +13 more industries

What a typical engagement looks like

Step 1 — Assess
Free

30-minute call. We identify your top 3 reporting bottlenecks and estimate ROI.

Step 2 — Roadmap
$1,999

Deep dive into your workflow. We map every report and data source, estimate savings, and deliver a build plan.

Step 3 — Build
$25K–$75K

We build the AI, integrate with your systems, and go live. First workflow in 60 days.

Step 4 — Run
$3K–$8K/mo

We monitor, optimize, and handle new report types as they come. Or: Dedicated team at ~$22K/mo.

Before you schedule a call

What does the first week look like?
We spend 2-3 days mapping your reporting flow — what data lives where, who pulls it, how it gets assembled, and who consumes it. By day 5, you have a priority list of bottlenecks ranked by ROI.
Do you replace our current systems?
No. We connect to your existing systems — ERP, CRM, LIMS, accounting, BI tools, whatever you run. We add the automation layer that pulls, consolidates, and formats. Nothing changes for your team except less manual work.
How long until we see results?
First workflow live in 60 days. Most clients see measurable time savings within the first week of production. ROI typically positive within 90 days.
What's the total cost for year 1?
A single workflow: $25K-$75K to build + $3K-$8K/month to run. Most clients start with one, prove ROI, then add more. Dedicated team option: ~$22K/month for continuous development across multiple workflows.
What if the AI pulls wrong data?
Every consolidation includes validation checks against your source systems. Discrepancies are flagged before the report is delivered. Your team reviews exceptions — not every number. Your error rate drops — it doesn't increase.

Let's find the bottleneck that's costing you the most.

Schedule a workflow exploration call with an engineer — not a salesperson. We'll map your reporting flow and identify the highest-ROI automation opportunity.

Schedule a call →