Numbers That ArriveWithout Anyone Assembling Them
Scheduled dashboards, month-end reconciliation checks and a written commentary on what actually changed — built on the ERP and accounting data you already have, delivered before the meeting starts.
Counted, not claimed
4
Vertical data models
4
Connector types
3
Delivery channels
Data-quality check on every load
CHALLENGE & APPROACH
The problem, and how we solve it
Someone spends the first week of every month exporting from the ERP, pasting into a spreadsheet, fixing what does not tie, and rebuilding the same pack they built last month. By the time the numbers reach the people who make decisions, they describe a month that has already ended — and nobody is quite sure which version is current.
- Management packs rebuilt by hand every month from the same exports
- Three versions of the same number, depending on who pulled it and when
- Month-end variances found late, because nothing checks the data as it lands
- Reports that show what happened but not why, so the meeting starts with guesswork
We connect to your source systems, move the data on a schedule into a modelled warehouse, and build the dashboards and packs on top. Reconciliation checks and variance flags run as part of the load, so exceptions surface before the meeting rather than during it — and a written commentary explains what changed and why, drafted from the numbers and reviewed before it goes out.
- The pack builds itself on a schedule — nobody assembles it
- One modelled warehouse, so a number means the same thing everywhere
- Data-quality checks run on every load: freshness, row counts, null spikes
- Month-end reconciliation and variance flags surface exceptions early
- Written commentary on what changed, not just a wall of charts
- Finance teams losing the first week of every month to the management pack
- Distribution and manufacturing businesses tracking margin by SKU and customer
- Operations leads who need the same numbers daily, not monthly
- Groups consolidating several entities or branches into one view
- Anyone whose reporting currently lives in one person's spreadsheet
KEY FEATURES
What Reporting & BI Automation does
Four connector types
- Direct to your ERP or accounting database
- CSV and SFTP drops for systems that only export
- REST APIs and Google Sheets for everything else
Scheduled ELT pipeline
- Extract, stage, transform, load — on a schedule or on demand
- Incremental loads, so a refresh is minutes not hours
- Re-runnable: a failed load can be replayed safely
Vertical data models
- Templates for distribution, manufacturing, logistics and professional services
- Standard definitions so a metric means one thing across the business
- Extended to your chart of accounts and product hierarchy
Dashboard packs
- Sales, margin by SKU and customer, AR ageing
- Inventory turns, OEE, utilisation and WIP by vertical
- Drill-down from the summary to the underlying transactions
Month-end close accelerator
- Reconciliation checks run as part of the load
- Variance flags against prior period and budget
- An exception list to work through, not a spreadsheet to rebuild
AI narrative layer
- A written commentary on what changed and why
- Drafted from the numbers in the warehouse, never invented
- Reviewed before distribution — it drafts, a person signs off
Scheduled distribution
- PDF, email or WhatsApp digest, per recipient
- Different cuts for the board, the branch and the rep
- Arrives before the meeting, not during it
Alerts & data quality
- Threshold and anomaly rules that notify the right person
- Freshness, row-count and null-spike monitoring on every load
- You hear that a feed broke from us, not from a wrong number
- Self-service exploration for your own team
- Forecasting — only where the data quality actually supports it
- Dashboards embedded directly inside your client portal
HOW IT WORKS
How it works
Connect
We connect to your ERP or accounting database, plus whatever else holds the numbers — SFTP drops, APIs, a Google Sheet someone maintains by hand.
Stage & check
Data lands in a staging layer where quality checks run: is it fresh, are the row counts sane, did a column suddenly go null? Problems are caught here.
Model
Transformations build a modelled warehouse from the vertical template, extended to your chart of accounts, product hierarchy and entity structure.
Publish & explain
Dashboards refresh, reconciliation and variance checks produce an exception list, and a commentary is drafted on what moved and why.
Distribute
The right cut reaches the right person on schedule by email, PDF or WhatsApp — after someone has reviewed the commentary.
INTEGRATIONS
Connects to what you already run
Accounting & ERP
- SQL Accounting
- AutoCount
- Xero
- QNE
- MYOB
- MS Dynamics BC
Files & spreadsheets
- CSV
- SFTP drops
- Google Sheets
- Excel
Dashboards & delivery
- Metabase (embedded)
- Power BI Service
Power BI where your business is already on Microsoft 365.
Running something that isn't listed? Tell us what it is — anything with an API or a read-only database view can usually be connected.
TRUST & CONTROLS
Built for the audit, not just the demo
Source data quality is the job
Reporting exposes every gap in the systems feeding it. We scope data cleanup explicitly rather than discovering it halfway through — the dashboard is only as honest as the ledger.
The commentary is drafted, not published
The narrative layer writes from the numbers in the warehouse and a person reviews it before it goes out. It explains the figures; it does not invent them.
Data residency
Malaysia, Australia or Singapore — set per tenant. No cross-region data movement, ever.
Audit log
Every read and write of your data is logged, exportable, and retained to your policy.
Human approval gate
Nothing writes to your system of record without someone approving it. That is a product rule, not a setting.
PII handling
No personal data in logs. Prompts are redacted before they are stored, and credentials are isolated per tenant.
WHERE IT FITS
Who runs this, and why
Manufacturers
OEE, WIP and production variance alongside the financials, so operations and finance are reading the same month.
Professional services firms
Utilisation, realisation and WIP by matter or project, with the month-end close accelerator carrying the reconciliation.
HOW WE DELIVER
What happens after you get in touch
- 01
Discovery
A paid diagnostic that maps your systems, takes a real data sample, and captures the baseline metric. Without a baseline measured before go-live, no one can prove what changed afterwards.
- 02
Configure
Connectors, field mappings, validation rules and templates set up against your systems — configured for how you actually work, not rebuilt from scratch.
- 03
UAT & parallel run
The system runs alongside your existing process for two to four weeks. You see the delta on your own data before anything is switched over.
- 04
Handover
Training, a runbook and documentation — plus the admin UI, so your team can change mappings and rules without coming back to us.
We'll come back to you within 48 hours.
Start Your Project
Let's work together,
get started.
Tell us about your project. We'll respond with a tailored proposal within 48 hours — no templates, no salesperson.
- No commitment required
- Response within 48 hours
- Signed NDA on request
Ready to take your business to the next level? Send us a message and see how we can help.