Your Reports Shouldn't Take Longer Than Your Meetings
Every organization has the same data problem: critical information scattered across 5-10 disconnected systems. Your team manually stitches it together into reports that are outdated by the time they're done.
200+ implementations across our team's 20-year track record
Someone on your team — usually your best people — spends hours each week logging into multiple systems, exporting data, pasting it into spreadsheets, formatting columns, reconciling discrepancies, and emailing the result. By the time the report reaches the person who needs it, the data is already stale. This is not a reporting problem. It is a data consolidation problem.
❌ Your team spends 8-15 hours per week assembling reports from multiple disconnected systems
❌ Data discrepancies between sources are discovered manually — or not discovered at all
❌ Reports are stale by the time they reach decision-makers because assembly takes days
❌ When the person who builds the report is out sick, nobody else knows how to pull the data
How This Looks In Your Industry
Same capability. Custom-built for your business.
Board reports require pulling data from the core banking system, loan origination platform, compliance database, and multiple spreadsheet trackers. An analyst spends 2-3 days per month assembling the package. Regulators expect consistent, auditable data across all reports.
We build AI that connects to your core, LOS, compliance system, and supplemental data sources, consolidates metrics into a unified data layer, and generates board-ready reports on schedule. Data discrepancies between systems are flagged automatically. The same data layer feeds regulatory reports, eliminating reconciliation between board and examiner packages.
90% less board report assembly time · Real-time regulatory data consistency
Superintendents fill out daily field reports on paper or in disconnected apps. Project managers manually compile these into weekly progress reports. By the time leadership sees a project summary, it reflects data that is 3-5 days old. Weather delays, material shortages, and safety incidents are discovered after the fact.
We build AI that ingests daily field reports from any format — mobile apps, paper forms, email — extracts labor counts, equipment hours, material deliveries, and incident reports, and generates real-time project dashboards. Weekly summaries are assembled automatically with variance analysis against the schedule and budget.
95% less manual compilation · Same-day project visibility for leadership
Lab networks with multiple sites have data in separate LIMS instances, billing systems, and quality databases. Cross-site volume comparisons, turnaround time reports, and quality metrics require manual extraction from each system. Regional directors spend Monday mornings assembling last week's numbers.
We build AI that connects to every LIMS instance, billing platform, and quality system across your network, normalizes the data into a single schema, and generates cross-site dashboards with real-time volume, TAT, and quality metrics. Anomalies — a site with rising TAT or dropping volume — trigger alerts automatically.
Real-time cross-site visibility · 85% less reporting time for regional directors
Revenue managers pull data from the PMS, channel manager, POS, spa system, and events platform to build consolidated revenue reports. Multi-property portfolios multiply this by the number of locations. Each system defines metrics slightly differently, creating reconciliation nightmares.
We build AI that connects to all revenue-generating systems, normalizes metrics across properties and departments, and generates consolidated RevPAR, GOPPAR, and departmental P&L reports. Daily flash reports are delivered before the morning standup. Month-end close packages are assembled in hours, not days.
80% faster revenue consolidation · Daily flash reports by 7 AM · Zero manual spreadsheets
Post-incident investigations require assembling timelines from emails, access logs, surveillance data, witness statements, and document repositories. Associates spend weeks compiling evidence into chronological reports. Missing a single data source can undermine the entire analysis.
We build AI that ingests data from multiple sources — email servers, document management, access control systems, communication platforms — creates unified timelines with entity recognition, and generates structured investigation reports. Every source is cataloged with chain-of-custody metadata for litigation readiness.
Committee meetings require summary reports compiled from membership data, event calendars, financial statements, facility maintenance logs, and member feedback. The GM or office manager manually assembles these packets monthly, often pulling data from 5-6 systems.
We build AI that pulls data from your membership system, POS, event platform, maintenance tracker, and financial system, then generates formatted committee minutes packages with relevant metrics and summaries. Meeting agendas are pre-populated with data-driven items based on threshold alerts.
90% less committee prep time · Data-driven agendas · Consistent formatting
Territory sales reports require data from the CRM, ERP order history, distributor portals, and commission spreadsheets. Sales managers spend Friday afternoons building pipeline and revenue reports instead of coaching their teams. National rollups take the entire first week of the month.
We build AI that connects to your CRM, ERP, distributor data feeds, and commission calculations, then generates territory performance dashboards in real-time. Weekly pipeline reports, monthly revenue summaries, and quarterly business reviews are assembled automatically with year-over-year comparisons and quota attainment tracking.
85% less reporting time · Real-time pipeline visibility · One-click QBR packages
Agents manually pull comparable sales data from MLS, tax records, and proprietary databases to build CMAs. Each report takes 45-90 minutes of searching, filtering, and formatting. The analysis is only as good as the comps the agent remembered to include.
We build AI that pulls comparable sales from MLS, public records, and your brokerage data, applies your firm's comp selection criteria (proximity, recency, similarity), and generates formatted CMA reports. Market trend analysis, price-per-square-foot breakdowns, and neighborhood statistics are included automatically.
Multi-location operators pull P&L data from each store's POS, inventory system, payroll provider, and accounting software. Monthly consolidation takes days. Comparing food cost percentages across locations requires normalizing data from systems that categorize ingredients differently.
We build AI that connects to every location's POS, inventory, payroll, and GL systems, normalizes cost categories, and generates consolidated multi-location P&L reports. Daily sales and labor dashboards are delivered before the morning meeting. Variance alerts flag locations that are trending outside acceptable ranges.
90% faster P&L consolidation · Daily cost tracking across all locations
We diagnose your top 3 automation opportunities on a 30-minute call. You tell us where your team spends time. We tell you where AI can help. Free, no strings. Free, 30 min call.
2
AI Roadmap
We go deep into your workflows, interview your team, analyze your data systems, and deliver a custom report with ROI projections. This is the document your CFO needs to approve the build. $7,500 flat. If we can't identify at least $100K in annual savings, the roadmap is free.
3
Build
We build your consolidation pipeline and automated reports in 2-week sprints with demos at every checkpoint. We connect to your systems as-is. $25K–$75K.
4
Run
We monitor data quality, maintain connectors, and add new sources as your systems evolve. Reports get more accurate over time. $2K–$5K/mo, 30-day cancel.
Every implementation is custom-built for your business. The examples above are based on real client engagements. Your reporting pipeline will be designed around your specific data sources, metrics, and reporting cadence.
There is no practical limit. Most of our implementations connect 5-12 data sources, including databases, SaaS platforms, spreadsheets, email inboxes, and file servers. If the data is accessible via API, database connection, file export, or even email attachment, we can pull it into the consolidation pipeline.
Not necessarily. If you already have Power BI, Tableau, or Looker, we can feed consolidated data into those tools so your existing dashboards get better data automatically. If you do not have BI tools, we build lightweight dashboards directly. The value is in the consolidation layer — getting all your data into one place, normalized and validated — not the visualization layer.
Every consolidation pipeline includes a validation layer. We define matching rules for entities across systems (same customer, different IDs), flag inconsistencies between sources, and apply normalization rules. Data quality issues surface as alerts rather than silently corrupting your reports. Most clients discover data issues they did not know they had within the first week.
Yes. Most clients configure daily, weekly, and monthly report generation. Reports are assembled automatically and delivered via email, shared drive, or dashboard. Board reports, daily field reports, P&L summaries — whatever your cadence, the system produces them without anyone manually pulling data.
The consolidation layer is modular. Adding a new data source means adding a new connector, not rebuilding the pipeline. When you switch systems or add a new location, we add the connector and map the fields. Most new source integrations take 1-2 weeks, not months.