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Custom Reports

Someone at your company builds the same report every month, by hand, in Excel.

Export, paste, reconcile, format and send. Eight hours a month nobody was hired to spend on that. It's built once and keeps going out on its own, with live data from the system.

✓Pay per report. No monthly fee
✓Comes out in PDF or Excel, in the format you already use
✓Verified against your real numbers before delivery
A real case

Monthly close

Before: 8 hours of one person's time building the income statement by branch.

After: on the first day of the month the report lands in management's email on its own, with the same numbers and the same format. Zero hours.

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What it is

Your report, built once and for good.

It's not a generic dashboard. It's the report you already use, automated.

1

In your format

The one your management already knows how to read. Nobody has to learn to interpret something new.

2

With live data

It's generated against the system at the moment it's requested. Never against a file exported last week.

3

Automatic or on demand

Download it whenever you want, or have it sent automatically on the day you choose, to whoever you choose.

How we do it

5 to 10 business days per report.

The hard part isn't generating the PDF. It's making the numbers match exactly the ones your accountant produces by hand today.

1

We sit down with whoever builds it today

And we see how they really do it, including the manual adjustments that are never in the manual. That's where most automations fall apart.

2

We build it and reconcile it

Against the real numbers from the last close. If it doesn't match to the cent, it doesn't get delivered.

3

It runs in parallel for a month

It runs alongside the manual one, and they're compared. Only when they match does the person stop doing it.

Price

$590 per report. $2,290 for the five-pack.

No monthly fee on either one.

Custom Report

Price per report.

$590 one time, per report
$2,290 for the 5-report package

The package comes to $458 per report and is scoped in a single session with your team

  • ✓Report definition with the person who uses it today
  • ✓Verification against real numbers before delivery
  • ✓Manual download or scheduled automatic delivery
  • ✓30 days of adjustments at no cost per report
  • ✓It's documented and it's yours
Order now I'd rather have it explained

If what you want is a snapshot of the business on a screen and not a document, that's the KPI Dashboard.

Questions

What people ask before signing up.

And what if I want to change something later?

Thirty days of adjustments are included. After that, minor changes go into the hour bank; redoing it entirely would be a new report.

Does it work for formal financial reports?

For internal ones, yes. For financial statements under accounting standards with formal comparatives, you need the financial reporting module, which is a different scope.

Why are five reports so much cheaper?

Because the expensive work is the session where we define what each department needs. That's done only once for all five.

15-minute call

Show us the Excel file you build every month.

Just by seeing it, we'll tell you whether it can be automated and how long it would take. Sometimes the answer is that first you have to fix how the data gets entered.

✓No commitment
✓We'll tell you if it can't be done
✓You leave with the estimate in writing