Automated Reporting Engine

Turn manual reporting into a one-click powerhouse that fuels fast, confident decision-making. Our Automated Reporting Engine integrates your financial systems with best-in-class BI tools to deliver live insights, spotless data, and ongoing optimization—no in-house analyst required.

What’s Included

  • Holistic Data Integration
    Connect QuickBooks Online, NetSuite, Power BI, Vena, or your ERP to centralize every transaction and metric in real time.

  • Executive Dashboards & Drill-Down Reports
    Interactive, role-based dashboards highlight key KPIs—revenue trends, margin drivers, cash flow forecasts—and let you click straight into the details.

  • Monthly Data Health Check
    We audit for accuracy, refresh your dashboards, and fine-tune formulas so you never chase phantom errors again.

  • Custom Report Builder
    Build or tweak reports on demand: departmental P&Ls, project profitability, sales channel breakdowns—if you need it, it’s at your fingertips.

  • Quarterly Optimization Sprints
    Add new scenarios, KPIs, or visualizations each quarter to evolve your analytics as your business grows and changes.

By automating your reporting, you’ll reclaim 15–20 hours every month, eliminate manual mistakes, and give your team the clarity to move from reactive firefighting to proactive strategy

💰 Automated Reporting Engine

Starts at $1,500/mo + $10,000 set-up fee
Includes ERP/SaaS integration, custom dashboards, monthly data audits, and quarterly optimization.
For operators who want enterprise-grade insights without hiring an in-house analyst.

TIER STRUCTURE