Stop spending 3 days a month building reports by hand
Monthly reporting is one of the most expensive habits in growing businesses. It eats senior time, breaks under volume, and the data is already stale by the time anyone reads it. We replace that with a reporting system that runs itself.
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The problem
Most teams still build reports the same way: someone exports CSVs from 4–6 tools, copies numbers into a spreadsheet, fixes formulas that broke since last month, formats it for the board, and emails it out. It takes 2–3 days every month, depends on one person, and breaks the moment that person is on holiday. Worse, leadership is making decisions on numbers that are already 30 days old.
What we build
- Automated data pulls from your existing tools (CRM, finance, ops, analytics, spreadsheets)
- A clean data layer that handles changes in source systems without breaking
- Templated reports for board, leadership, finance, and ops, generated overnight
- Scheduled delivery to email, Slack, or your shared drive
- An internal dashboard for live numbers between report cycles
- Alerts when a number moves outside the range you care about
A real example
An enterprise client was spending 3 days every month compiling reports across 12 departments. We replaced it with an automated system that pulls, cleans, and delivers all reports overnight. Manual reporting work dropped by 85%.
Read the Enterprise reporting case studyThis problem usually shows up alongside others. See how Dorio handles business automation and anysoft platform for similar teams.
Timeline
4–6 weeks to live, including data cleanup
Pricing
$5,000 – $15,000 fixed price
Related service
Business Automation serviceFrequently asked questions
What tools do you connect to?
Anything with an API or a structured export. That includes HubSpot, Salesforce, Stripe, QuickBooks, Xero, Google Analytics, Postgres, MySQL, Google Sheets, Excel, Airtable, Notion, internal databases, and most niche industry tools.
Will this replace our BI tool?
Usually no. We sit in front of (or alongside) your BI tool. If you already have Looker, Metabase, or Power BI, we automate the pipeline that feeds it and the reports that go out from it.
What if our data is messy?
It almost always is. Cleaning and reconciling data is built into the project. That's most of the actual work. We document the rules so you can change them later without us.
How long does it take?
Most reporting automations go live in 4–6 weeks. The first usable version is usually working within 2–3 weeks; the rest is hardening, edge cases, and handover.
Book a free 30-minute call
Tell us what's not working. We'll give a clear, honest answer about whether this is worth doing for your business and what it would cost.
What is this costing you today?
Use the calculator to estimate the annual and 5-year cost of doing this manually, then compare to what automating it would cost.