From spreadsheets to a weekly report that writes itself

Many owners spend Monday morning pulling numbers from three or four apps into a spreadsheet. That report can build itself, so the week starts with decisions instead of copying and pasting.

Decide what you actually look at

Start with the numbers you check every week: sales, cash in and out, overdue invoices, open jobs or orders. Keep it short. A report people read beats a dashboard nobody opens.

Pull from the source

The automation reads directly from the apps you already use, such as Xero, your shop or CRM, and Google Sheets, with the access you approve. No more copying figures by hand, and no more versions of the spreadsheet that don't match.

A short summary, not just a table

Alongside the figures, AI can write two or three plain sentences: what changed since last week and what might need a look. A person on your team can review it before it goes to anyone else.

Delivered where you'll see it

Most clients prefer a short email first thing on Monday or a simple shared sheet. We only suggest a separate dashboard tool if you'll genuinely use it.

Alerts for the things that can't wait

Some numbers shouldn't wait for Monday. We can set alerts for a large overdue invoice, stock running low or a sudden drop in sales, so the right person hears about it the same day.

Spend Monday deciding, not compiling.