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Automate Your Reporting Workflows

Eliminate manual report building. Map your data sources, identify recurring reports, and automate dashboards that update themselves.

15hrssaved per week on report generation
15hrs
Weekly savings
Time saved on report building
100%
Always current
Real-time data accuracy
5x
Faster insights
From question to answer

How It Works

Our step-by-step approach to implementing reporting & analytics automation.

1

Report Inventory

Catalog all recurring reports - who creates them, how often, what data sources, and who consumes them.

2

Data Flow Analysis

Map how data moves from source systems to reports. Identify manual steps, copy-paste workflows, and data quality issues.

3

Automation Design

Design automated data pipelines, self-updating dashboards, and scheduled distribution workflows.

4

Implementation

Build integrations connecting your data sources to BI tools with automated refresh and alerts.

Before vs. After

See the transformation in your workflow.

Before Automation

  • Analysts spend Monday building last week's reports
  • Manual data pulls from multiple systems
  • Copy-paste errors in spreadsheets
  • Reports outdated by time they're shared
  • Executives wait days for insights

After Automation

  • Reports ready automatically each Monday
  • Live data feeds from all systems
  • Single source of truth for metrics
  • Real-time dashboards always current
  • Insights available on-demand

Ideal For

  • Companies with 5+ recurring reports
  • Teams using multiple data sources
  • Organizations scaling their analytics

Tools We Integrate With

BI platformsData warehousesSpreadsheetsCRM & ERP systems

Ready to Automate This Process?

In 8 weeks, we'll map your current workflow, design the automation, and deliver a production-ready solution.