Every export in one report, refreshed in one click.
We pull your exports, folders, SharePoint, SQL or Salesforce data into one Excel report, cleaned the same way every time. Your team presses refresh. Nothing new to buy, install or learn.
Your analyst stops assembling the numbers and starts checking them.
Whoever builds the report today knows it better than anyone. We turn what they do by hand into steps that run themselves, so their evenings before month-end go back to them.
Each month-end today
After we've built it
Shown with sample data. Real builds use your own files and sources.
From monthly exports to a clean report, in one click.
Monthly exports, as they arrive
Blank names and locations, and broken formulas, straight from your systems.
One click
Press Update. Every source is pulled in and cleaned by the same rules, in the same order.
Cleaned and combined, every time
One consistent table, ready for your report, a dashboard or your slides.
One report, built to your reporting logic.
Every source in one place
Excel and CSV exports, folders of files, SharePoint, SQL and Salesforce, combined into one report.
Cleaned the same way every time
Formats, dates, codes and duplicates handled by fixed rules, so this month lines up with last month.
Your logic, written down
Calculations applied the same way whoever runs it, so the report doesn't depend on one person's memory.
Checks before anyone sees it
Every refresh runs its own checks. Totals reconcile back to the source, and missing files, duplicates or unmapped codes are flagged on a checks tab before the numbers go anywhere.
Built for teams that report the same way every month.
A good fit if
Probably not the right fit if
You test it on your own numbers before you sign anything off.
A free reporting review
Thirty minutes on your actual files. We tell you what can be automated, what can't, and roughly what it would take. You get a written summary either way.
A fixed quote
One price for the whole job, with the scope written down before anything starts. If anything changes later, we agree that in writing too.
We build it
Most builds take a few days. Something complex can run to a couple of weeks. We need your source files and one short session on the logic. Your team carries on as normal.
Test it, then sign off
Ten working days to run it on a month you've already reported and check it matches. If anything doesn't do what we agreed, we put it right. Sign it off when it does.
Covered for 3 months
From the day you sign off, we fix any defect in what we built, free of charge. That covers your next three month‑ends.
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.
Common questions
Excel and CSV exports, folders of files, SharePoint, SQL databases and Salesforce. If yours isn't on that list, bring it to the review and we'll tell you straight whether we can use it.
That's a change to the build. Tell us and we'll quote it before doing any work. Anything caused by a defect in our build is fixed free within the 3-month warranty.
How to press refresh, and where to put the new files. The build contains macros, but nobody on your team needs to edit or understand them.
From £999 for up to two data sources and one report. The final price is fixed in writing after the free review, before any work starts.