Automated business reporting · built, hosted and run

Automated business reporting, built and run for you.

The reports you rely on, built once and then produced for you on a schedule. They pull live figures from the systems you already use and arrive by email, daily, weekly or monthly. Nobody in your business compiles anything. From £75 a month, hosting included.

What lands in your inbox

A daily “did we get paid” summary.

A sample, not a client. Harwood Joinery does not exist and every figure is invented. Your reports carry your own numbers.

Daily summary · Harwood Joinery Tuesday 23 September
Jobs completed143 more than Monday
Paid on the day1179% of completed
Unpaid£2,4803 jobs outstanding
Oldest unpaid9 dayspast your 7 day terms
Worth a look today. Two of the three unpaid jobs are past terms, and both are the same customer. Nothing else in yesterday's work needs chasing.
Chase list, oldest first
CustomerJobAmountDays
Oakfield NurseriesShopfront fitting£1,3409
Oakfield NurseriesReplacement door£6208
J HartleyKitchen worktop£5202

Sent automatically each morning.

Before and after

The same report, minus the person building it.

The job now

Somebody exports yesterday's figures, deletes the rows that do not belong, checks them against the accounts package and emails the total round. Half an hour when nothing is odd. It gets skipped in a busy week, and that is usually the week it mattered.

What happens instead

The same figures are pulled from the source every morning, checked against the same rules every time, and sent as an email you can read on a phone. It does not get skipped, and it does not leave with the person who knew how to build it.

What you get

Reports that keep working.

01

Built around your systems

Your booking or job system, accounts package, spreadsheets and website figures. We start from what you have rather than asking you to move.

02

Hosted and run for you

They run on our server on a schedule, built on n8n. Nothing to install, no dashboard to remember, no subscription to keep alive.

03

Looked after

Systems change their exports and quietly break things. Fixing that is part of the monthly fee, as is changing what a report shows.

What it costs

From £75 a month.

Based in Altrincham, working across Greater Manchester, Cheshire and the rest of the UK remotely. Monday to Friday, 08:00 to 17:00. Call 0161 883 7818 or book a consultation.

When not to bother

When you should not hire me for this.

If your systems already email you the report you need, use that and keep your £75. Same if your figures live in one place and the export is fine, or if the report would only change what you do once a year. This is worth paying for when somebody rebuilds the same thing by hand every week, or when nobody builds it and decisions get made on a feeling.

The ONS found that UK firms using AI average 1.6 AI technologies, and only about one in ten call their use extensive. Most businesses do not need more tools. They need one or two that run without them.

Related

Where this usually starts.

Reporting is often the second job. If two of your systems disagree, accounting software integration comes first, because a report built on figures that do not reconcile is worse than none. If the work behind the numbers is the problem, that is AI automation. Not sure which? Start with AI consulting services.

Two posts worth reading first: what digital transformation actually means for a small firm, which walks through a business whose owner read his figures by clicking through a booking system, and what a business automation consultant does, on choosing which job to hand over first.

Reports move your figures around, so data protection matters. The ICO's guidance for organisations is the plain English version, and you stay the data controller throughout.

Questions

Automated business reporting, answered.

What is automated business reporting?+
It is having the reports you already rely on built once, then produced and sent to you on a schedule without anyone compiling them. The reports pull live figures from the systems you already use, arrive by email daily, weekly or monthly, and look the same every time so you can compare one week with the last.
How much does automated business reporting cost?+
From £75 a month, which includes hosting, running and looking after the reports. There is a separate one off setup fee to build and test them, quoted per job because it depends on how many reports you want and how willingly your systems give up their data. Anything beyond that is passed on at cost.
Which systems can the reports pull figures from?+
Most things with a login and an export. Booking and job management systems, accounts packages such as Xero, QuickBooks and Sage, spreadsheets, your website analytics and your email platform. If a system has no way of letting data out, that is worth finding out at the start rather than after the invoice.
Do I need to install anything, or learn a new tool?+
No. The reports run on our server, not on your machines, and they arrive as an email. Nobody has to log in to a dashboard, remember a password or keep a subscription alive. That is deliberate. Reporting tools get abandoned when they need someone to go and look at them.
Is automated reporting worth it for a small business?+
It is worth it when somebody is already building the same report by hand every week, or when nobody is building it and decisions are being made on a feeling. If you only need one number once a quarter, it is not worth paying a monthly fee for. The test is whether the report would change what you do next.
Who can see my data?+
Only you and me. Reports run on our own server and are sent to the addresses you nominate. Where a system allows it, the connection uses a read only login, so the reporting cannot change anything in your business. Under UK GDPR you remain the data controller, and we put that in writing before anything connects.
What happens when a report breaks or needs changing?+
Fixing it is part of the monthly fee. Systems change their exports, add fields and rename things, and a report that silently stops being right is worse than no report. Changing what a report shows is included too, within reason. A number that has stopped being useful should be swapped, not tolerated.
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The rest of what we do.

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AI automation

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AI customer service

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AI training for business

Hands-on sessions your team can use the next day. On site or remote.

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Accounting software integration

The system you run every day, linked to your accounts package, so nobody re-keys it.

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AI consultancy Manchester

Altrincham based, across Greater Manchester and Cheshire. In person when it helps.

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Tell me which report you rebuild every week.

Book a free consultation, or ring 0161 883 7818. If you do not need this, I will say so.

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