Our founder rebuilt reporting for a £29bn global business. Now we build it for UK SMEs.
Automated Excel reports, dashboards and PowerPoint packs, built in the Excel and PowerPoint your team already uses. Nothing new to buy, install or learn.
30 minutes on your actual files. No obligation.
The engagement behind Reportico
- Client
- Global corporate, revenues over £29bn
- Scope
- Data sourcing, 30+ slide presentation packs, KPI dashboards
- Before
- Hours of manual work every day and week
- After
- Refreshed in seconds, in the client's own brand template
- Outcome
- Became the benchmark across the group's wider corporate portfolio
Client name withheld under confidentiality.
The person who scopes the work is the person who builds it.
Reportico's founder ran reporting at one of the UK's largest financial institutions. You deal with the founder directly, from the first review call to handover.
No account managers and no junior team learning on your project.
How a £29bn client's reporting went from hours to seconds.
Our founder was given responsibility for reporting to the group's largest corporate client: a global business with operations across multiple regions.
Built by hand, every week
Capable people copying data between files, rebuilding slides and checking figures by hand. Every day and every week.
Structured once, refreshed every time
One click, then rolled out
Work that took hours every day and week became a one-click refresh. The approach then became the benchmark across the group's wider corporate portfolio.
The same discipline, sized for a business without a data team.
Large companies have data teams. Most businesses with 10 to 250 staff have one or two people who own the reporting, and a month-end pack that depends on them.
We built Reportico for that business. It's the same method used for a £29bn client, sized for a company that needs its pack out on time without a six-month project.
The person who builds your reports today stays in charge of them. They just stop spending their evenings on it.
We're a good fit if you have
Three ways to fix month-end reporting.
Power BI and Tableau are good tools for a business with a data team to run them. Most SMEs don't have one.
| Keep doing it by hand | A Power BI or Tableau project | Reportico | |
|---|---|---|---|
| What you pay for | Staff time, every month | Per-user licences, month after month, plus someone to build it | One fixed fee, agreed before we start. From £999. |
| Getting started | Nothing changes | Data modelling, gateways and governance before the first report | Your files and one short session. Usually live in a few days to a couple of weeks. |
| Where your team works | Excel and PowerPoint | A new tool to learn, while many carry on in Excel | Excel and PowerPoint, same as today |
| Where the data comes from | Copied and pasted by hand | Connected, once the data is modelled | Connected where it already lives: Excel files, SharePoint, SQL, Salesforce |
| Who keeps it running | The one or two people who know the files | Someone with the skills to maintain it | Your team, with written steps anyone can follow |
Keep doing it by hand
- What you pay for
- Staff time, every month
- Getting started
- Nothing changes
- Where your team works
- Excel and PowerPoint
- Where the data comes from
- Copied and pasted by hand
- Who keeps it running
- The one or two people who know the files
A Power BI or Tableau project
- What you pay for
- Per-user licences, month after month, plus someone to build it
- Getting started
- Data modelling, gateways and governance before the first report
- Where your team works
- A new tool to learn, while many carry on in Excel
- Where the data comes from
- Connected, once the data is modelled
- Who keeps it running
- Someone with the skills to maintain it
Reportico
- What you pay for
- One fixed fee, agreed before we start. From £999.
- Getting started
- Your files and one short session. Usually live in a few days to a couple of weeks.
- Where your team works
- Excel and PowerPoint, same as today
- Where the data comes from
- Connected where it already lives: Excel files, SharePoint, SQL, Salesforce
- Who keeps it running
- Your team, with written steps anyone can follow
Reportico builds run on Microsoft 365 Excel on a Windows desktop / laptop.
What you get at handover
A report your team can't run without us isn't much of an improvement. So the handover is part of the job, not an afterthought.
A live walkthrough
We take whoever runs the report through it, step by step, until they can run it without us.
Written steps
A short guide in plain English: how to refresh it, where each number comes from, what to do if a source file moves.
Yours to keep
Every report it produces is yours outright. The workbook comes with a permanent licence to use and edit it across your group.
Changes, quoted up front
Need something new later? We quote it as a fixed-price job before any work starts.
If the finished work doesn't do what we agreed it would do, we'll put it right. If we can't, you get your money back in full.