The report builds itself
Good when: You are happy with the report, not the effort.
Overnight, the numbers are pulled into the same report layout you use now, ready each morning.
Usually takes1 to 2 weeks
The monthly report
A dayWhat it looks like now
A day pulling spreadsheets together, then an argument about whose numbers are right.
OvernightWhat changes
The report builds itself overnight from one set of numbers.
You get a plain note on where each number comes from.
Three ways to fix it
Stop spending a day building the report. Spend that time reading it.
Start small and stop there, or go further. Each one works on its own.
Which fix suits you?
Do your numbers already live in one program, like Xero or MYOB?
How many people need to read the report?
Answer two questions and the route that suits you lights up.
Live from your accounting system
Good when: The numbers already live in one main system.
A dashboard reading straight from Xero, MYOB or your ERP, so there is only one set of numbers. It shows how old the numbers are, and your accounting program still holds the real figures.
Typing numbers into more than one program first? See The same thing, typed twice.
Usually takes2 to 3 weeks
A reporting app for your team
Good when: Several people each own part of the numbers.
Each person sees the numbers they are responsible for, with targets and history.
Usually takes4 to 8 weeks
Timeframes are a rough guide. You get one fixed quote before any work starts. What changes the price?
See how it works: Reports that put themselves together
For the chat, bring last month’s report and the spreadsheets behind it.
Your first half hour is free. I reply within 1 business day (Monday to Friday).