Operations & reporting

Stop copying numbers across spreadsheets every week.

We build reports that pull the numbers from your accounting, CRM and project tools on a schedule, combine them into one clear view, and send it to the people who need it, without anyone copying data by hand.

Book a Discovery CallEstimate your cost 

Sound familiar?

  • Hours every week exporting, pasting and reformatting the same numbers
  • Reports that are out of date by the time anyone reads them
  • Job costs and margins only known after the project is finished
  • Different spreadsheets showing different versions of the truth

Works with

  • QuickBooks Online
  • Xero
  • Microsoft 365 / Outlook
  • Google Workspace / Gmail

A good fit for:Startups, SaaS companies, multi-project firms and contractors who report weekly on costs, cash and progress.

How it works

  1. Connect

    We connect to the systems that hold your numbers, such as QuickBooks Online or Xero and your spreadsheets in Microsoft 365 or Google Workspace.

  2. Define

    Together we agree which figures matter: job costs, cash position, pipeline, utilization or whatever you run the business on.

  3. Build

    The figures are pulled and combined automatically into one report or dashboard, with the same definitions every time.

  4. Deliver

    The report updates on a schedule and lands in inboxes or a shared view, with anything unusual highlighted.

Your data stays where you choose, never trains AI models, and sensitive actions can require a person's approval. How we handle data.

Estimate what operations reporting costs you.

The sliders start from typical numbers for this kind of work. They are assumptions, not benchmarks: set them to match your team.

2
6
$55
70%
Hours a year spent on repetitive work
576
What that work costs you each year
$31,680
Hours automation could give back
403
Potential yearly value recovered
$22,176
Book a call to check these numbers

This is a rough estimate, not a quote. It assumes 48 working weeks a year and uses only the numbers you enter. Your real results depend on your processes and systems — that is what the discovery call is for.

Common questions

Do we need a new BI tool?
Not necessarily. We can deliver reports in the spreadsheets or email your team already uses, or build a simple dashboard if that suits you better.
Can it change numbers in our accounting system?
No. Reporting reads your data; it does not change your books.
What if our data is messy?
That is common. We start with the figures you trust most and flag inconsistencies so they can be fixed at the source.

Other systems we build

Want to see if this fits your business?

Led by Hassan Mugne, Founder & CEO. Built in Toronto, Ontario.

Book a Discovery Call