Bring your monthly figures
together more easily.
We help collect business figures from the tools and teams you already use, check them and prepare a consistent report. You can see where the numbers came from, which information is missing and what needs a person to review it.
Give the handoff
a clear owner.
An attractive dashboard can still tell the wrong story. If sites define revenue differently or a report mixes complete and partial periods, the comparison is unreliable. Reporting work starts with those definitions and source responsibilities.
See the route.
Keep the exceptions visible.
- 01
Collect
Record the expected sources and reporting period.
- 02
Check
Validate coverage, totals and agreed quality rules.
- 03
Explain
Calculate consistent measures with traceable definitions.
- 04
Release
Show freshness, unresolved gaps and the reviewer’s sign-off.
A source team corrects last month’s data. The report records the revision and its effect, so a comparison does not appear to have changed without explanation.
A proposed design using fictional examples. The actual workflow depends on your systems, authority rules and approved scope.
A late branch file stays visible
In a fictional four-site reporting pack, three branches have supplied the current period and one has not. The draft displays the missing branch and the last successful refresh. It does not quietly substitute an old figure. Leadership can distinguish incomplete coverage from a real change in trading.
The deliverable may use a spreadsheet, a reporting platform or a custom interface, depending on the team. AI can assist with a draft explanation only where approved; figures and material claims must trace to the checked data.
Something your team
can operate.
- A source-to-measure map and reporting dictionary
- A repeatable collection and transformation process
- A pack or dashboard with freshness and coverage indicators
- A reconciliation checklist and documented operating handover
How we check it works
- Withhold a required source and verify the pack marks the period incomplete.
- Reconcile selected totals back to the approved source extract.
- Test a revised prior period and make the revision understandable.
- Check access by role, refresh failure and recovery after a missed run.
Checks are adapted to the selected workflow and signed off with the responsible team before wider use.
Scope the work
before the build.
Begin with sample-led discovery: the sources, decisions, exceptions and supported interfaces. Agree a bounded pilot, compare it with the current process and complete the recovery and handover checks before rollout.
Multi-team investigation and implementation can run across several days and reporting cycles. The written proposal separates consultant effort, elapsed delivery time, licensing, training and ongoing support. A fixed one-day promise would hide the work needed.
Will you replace our spreadsheets?
Only if the scope supports it. A well-controlled spreadsheet can remain part of the process. We assess source quality, maintainability, licences and the team’s working habits before recommending a replacement.