The numbers you need, without the spreadsheet.
Weekly sales, finance and status summaries gathered from your apps and delivered to your inbox automatically, so you spend Monday deciding, not compiling.
What we automate
Typical automations
Weekly sales, finance and status summaries delivered automatically.
- Weekly sales and finance summaries
- Client status updates
- Simple dashboards
- Alerts when something needs a look
How it works
01
Map
We find the tasks in this area that repeat and cost the most hours.
02
Build
We build on your tools and test with the person who will approve it.
03
Run
Live within 14 days, then monitored and improved every month.
Tools we connect
01
Xero
Connected with the access you approve.
02
Google Sheets
Connected with the access you approve.
03
Your shop or CRM
Connected with the access you approve.
04
Where the finished report arrives.
Common questions
Where does the data come from?
From the apps you already use, read with the access you approve.
Can we change what the report shows?
Yes. Reports are reviewed with you each month.
Do we need a new dashboard tool?
Usually not. Most clients get a short email or a simple shared sheet.
Ready to get your hours back?
Book a 30-minute discovery call. We'll bring one automation idea for your business.
Book a discovery call