Business Reporting Automation
Reports that build themselves. Before you ask for them.
Invoices, hours and pipeline in one dashboard that refreshes every morning, with a short summary in your inbox every Monday.
Example · fictional firm
5/5Monday summary
One set of numbers. Everyone looks at the same.
Connect your sources. Accounting, time tracking, CRM and payments are synced every night.
Numbers you can trust. One dashboard built on your real data, so everyone looks at the same numbers.
Insight without asking. A short summary lands in your inbox every Monday, with what changed and what needs attention.
Example · fictional firm
Sources
- Exact OnlineAccounting
- Time trackingHours
- HubSpotCRM
Van Dijk Accountancy · October
Power BI
Pick a figure to see where it comes from.
Where it comes from · Revenue per billable hour
Exact Online · Sales invoices, October
synced 07:00:04€ 84,200
Time tracking · Billable hours, October
synced 07:00:06862 h
Calculation€ 84,200 ÷ 862 h = € 98
A clear path from idea to launch.
From your first conversation to a working automation, every step is mapped out in advance — no surprises, no guesswork, live within four weeks.
Step 01
Discover
We learn where your team loses the most time.
Company analysis, ICP definition, and process or data mapping
Step 02
Design
We design the exact automation your workflow actually needs.
Process flows, data mapping, and integration points defined before building
Step 03
Build
We build your automation around your existing tools.
Development, API integrations, and testing within your current software
Step 04
Launch
Your automation goes live, fully tested and ready to use.
Deployment, QA, and handover to your team within four weeks
Step 05
Improve
We monitor and improve the automation as your needs change.
Ongoing monitoring, performance tuning, and updates
The numbers a partner meeting needs. Ready before Monday.
What you get
- One dashboard with revenue, hours, open invoices and pipeline.
- The source of every figure: system, data and sync time.
- Refreshed every morning, before work starts.
- A short plain-language summary every Monday.
- Alerts when a figure crosses a threshold.
- A check against your books before go-live.
What's not included
- Licences for Power BI or other software: they are in your name.
- Cleaning up historical source data.
- Financial advice on what the figures mean.
- Real-time (second-by-second) data: we refresh daily.
Works with, among others
- Power BI
- Looker Studio
- Microsoft 365 (Excel)
- Exact Online
- Twinfield
- Moneybird
- Custom dashboard
- or with the software you already use.
Clear numbers. Clear decisions.
One source of truth.
Built on your systems, not on spreadsheets someone forgot to update.
Plain language.
Every dashboard comes with a short explanation of what it means.
Yours to keep.
Dashboards live in your own account, for example in Power BI.
Questions, answered.
Which tools do you use for dashboards?
Usually Power BI, Excel or Looker Studio, or a custom dashboard, depending on what you already have and who needs access.
Where does the data come from?
From your own systems: accounting, time tracking, CRM and payments. We connect them once and sync daily.
Can I get alerts instead of dashboards?
Yes. You can receive only the weekly summary and an alert when a figure crosses a threshold, without opening a dashboard.
How accurate are the numbers?
As reliable as your source data. Every figure shows which system it came from and when it synced, and before go-live we check everything against your books.
Example: a weekday at 07:00
- Reporting
Week 43 summary
Microsoft 365 · to 3 partners
Sent · 07:00
- Invoicing
Invoice 2026-0142
Jansen Logistiek · € 1,264.45
Sent · 07:00
- Acquisition
Follow-up Visser Transport
HubSpot · Anne · Friday
Queued · 07:00
Ask more from your admin.
A free audit shows where your firm loses the most time, and what to automate first.