By Goal

Reporting your team reviews, not produces.

Every month the same ritual: export from Meta, Google, TikTok, LinkedIn and the store, paste into a sheet, calculate month-over-month, write the commentary, rebuild the deck. We automate that pipeline end to end, with AI drafting the narrative and a person approving it, so reporting becomes something your team reviews rather than produces.

Automated pipeline · AI-drafted commentary · human approval before anything is sent.

The challenge

The monthly reporting ritual is eating your team.

Exports from every platform, spreadsheet gymnastics, commentary written from scratch, decks rebuilt — again next month, times every client.

Days lost to assembly

Skilled people export, paste and reformat instead of analysing.

Every account adds hours

Reporting load grows linearly with clients; margins shrink the same way.

Manual means errors

A wrong paste or stale export ends up in front of a client.

Commentary from scratch

The written analysis takes longer than the numbers did.

Skipped when things get busy

The report slips exactly when performance most needs explaining.

No consistent standard

Every account manager builds their own version, so nothing is comparable.

How we help

The reporting pipeline, automated end to end

Connect once, standardize the KPIs, let AI draft the narrative, and deliver on schedule — with a person approving before anything goes out.

Connect every source once

Ad platforms, analytics, social, ecommerce and CRM data pulled automatically on schedule, instead of exported by hand every month.

  • Meta, Google, TikTok and LinkedIn Ads
  • GA4, Search Console and social platforms
  • Shopify, CRM and revenue data
  • Refreshed automatically, on schedule

Standardize and calculate

Every account mapped to one consistent KPI model: paid and organic separated properly, month-over-month and year-over-year computed once, correctly, for every client or business unit.

  • One KPI model across all accounts
  • Paid and organic separated
  • Period comparisons built in
  • New accounts inherit the standard

AI drafts the commentary

The written analysis (what changed, what drove it, what to do next) drafted by AI from the same modelled numbers the dashboard uses, and queued for a person to edit and approve before anything is sent.

  • Plain-language narrative per account
  • Grounded in your modelled data
  • Human review before sending
  • Consistent voice across every report

Deliver and scale

On-brand reports and dashboards delivered on schedule to every client or stakeholder, with a failure alert if a run breaks, so adding an account no longer means adding hours.

  • Scheduled delivery by email or Slack
  • On-brand client dashboards
  • Scales without adding headcount
  • Alerts if a report fails to build
What changes

What changes when reporting runs itself

The hours the reporting grind was taking go back to strategy, service and growth.

Reports build themselves

Data pulled, KPIs calculated and comparisons computed on schedule.

Commentary arrives drafted

AI writes what changed and why from the modelled numbers; a person edits and approves.

Scales without headcount

Account twenty costs what account two did.

One trustworthy standard

Every report on the same KPI model, paid and organic separated properly.

Delivered where it belongs

On-brand, on schedule, to email or Slack, with alerts if a run fails.

Monday mornings, returned

The update is waiting for review instead of waiting to be built.

Built around your business

Solutions built for your industry

Every industry has different challenges. We build data, reporting, automation and AI solutions that fit the way your business operates.

Marketing Agencies

Automate client reporting, prove attribution and monitor every account without the manual grind.

  • Multi-client reporting automation
  • Cross-channel attribution
  • Tracking QA across the book
  • AI-drafted client commentary
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Ecommerce & DTC

Connect store, marketplace, ad and finance data to see true profitability and reliable tracking.

  • Contribution margin by SKU
  • Server-side conversion tracking
  • Marketing tied to revenue
  • AI margin and stock alerts
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Retail

Bring together sell-through, margins, locations and marketing across every channel.

  • Sell-through by channel
  • Product and category margins
  • Retail and wholesale in one view
  • AI demand forecasting
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Franchise

Compare every location on consistent numbers, with AI reading the weekly review.

  • Location scorecards
  • Standardized KPIs
  • Roll-up and drill-down
  • Underperformance alerts
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SaaS

Connect product, marketing, sales and billing into clear growth metrics, plus custom AI features.

  • MRR and ARR reporting
  • Activation and churn analytics
  • CAC against LTV
  • AI agents and internal tools
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Professional Services

Automate intake to invoice and make the firm's knowledge searchable, with approvals throughout.

  • Intake and proposal automation
  • Utilization and pipeline reporting
  • AI speed-to-lead follow-up
  • Knowledge assistants with sources
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Legal Services

Document intelligence, intake automation and clean matter reporting, handled confidentially.

  • Document classification and extraction
  • Client intake automation
  • Matter and revenue reporting
  • Assistants grounded in your precedents
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Healthcare

Operational reporting and careful automation for clinics and multi-site practices.

  • Booking and utilization reporting
  • Multi-site scorecards
  • Payroll automation with approvals
  • Patient acquisition ROI
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Getting started

A simple, low-risk way to get started

Three clear steps to working together, backed by commitments that keep the risk on us, not you.

  1. Step 1 We understand the problem and design the system We learn your goals, systems, and the questions you need answered.
  2. Step 2 We build it, and prove it works Tracking, dashboards, automation or AI, built to fit your business.
  3. Step 3 We deploy, monitor and keep improving it We keep improving it as your business grows and your questions change.
A no-risk way to start

We remove the risk of getting started so the decision is easy. Here is our commitment to you:

  • Free first consultationA practical working session about your data, workflows and AI opportunities, not a sales pitch. If we are not the right fit, we will say so.
  • Clearly scoped first projectWe agree on the deliverable, timeline, and price up front. No open-ended retainer required to begin.
  • You own everythingEvery pipeline, dashboard, workflow and agent we build is yours: your accounts, your code, documented, with no lock-in.
  • No long-term contract to startBegin with one focused engagement. Continue only if the results earn it.