Someone on your team spends hours every week assembling the same report format?
Reports delayed because the person who builds them is on leave?
Reporting Automation Services
Reports that take 4 hours to compile every week are 4 hours of your team's time that doesn't go toward anything else. The data is in your systems. The calculations are the same every time. The format hasn't changed in months. The only reason it's still manual is that nobody has automated it yet.
We build automated reporting pipelines that pull data from your source systems, apply your calculation logic, format it correctly, and deliver it to the right people on schedule -- without anyone touching a spreadsheet.
Automated pipelines that pull data from multiple systems and assemble reports
Scheduled delivery in your required format -- PDF, Excel, email, or dashboard
Custom calculation logic, data transformations, and formatting rules
100+ products shipped including automation and data pipeline systems
Trusted by startups & global brands worldwide
The report that takes 4 hours costs more than the time
The direct cost is the hours spent compiling it. The indirect cost is what that person didn't do while they were compiling it. And the opportunity cost is every decision that was made on data that was already out of date by the time the report was finished.
Automated reporting pipelines remove the human from the data assembly work. The analysis, the decisions, and the commentary -- those still need human judgment. The pulling, joining, calculating, and formatting don't.
What we build
Data extraction and integration
Connectors to your source systems -- databases, ERPs, CRMs, APIs, and file exports. Data pulled on schedule or on demand. Source data validated for completeness and consistency before entering the pipeline. Alerts when a data source is unavailable or returns unexpected results. The data foundation the rest of the pipeline depends on.
Calculation and transformation
Your calculation logic implemented in the pipeline code -- not in a spreadsheet. Aggregations, conditionals, period comparisons, rolling averages, and multi-step formulas. Data joins across sources. Currency conversion and unit normalisation. Edge case handling for the scenarios your current report handles manually. Validated against your existing reports before going live.
Report formatting and generation
Formatted PDF output matching your existing report template -- logo, layout, fonts, page breaks. Excel output with the exact structure recipients expect, including charts. Email summaries with embedded metrics and highlights. The output format your recipients already know how to use, generated automatically.
Scheduled delivery
Scheduled pipeline execution -- daily, weekly, monthly, or triggered by events. Delivery to specific recipients via email, shared drive, or direct system push. Delivery confirmation and failure alerting. Retry logic for transient source system failures. The pipeline that runs reliably without anyone having to remember to run it.
Dashboard integration
Data pushes to your existing BI tools -- Power BI, Tableau, Looker, or Metabase. The automated pipeline populates the dashboard's data source so the dashboard always shows current data without manual refresh. For teams that want a live dashboard rather than a scheduled report, we build the data integration layer that makes it possible.
Monitoring and alerting
Pipeline health monitoring -- data source availability, execution success, delivery confirmation. Automated alerts when the pipeline fails or when source data is missing. Exception reports when data falls outside expected ranges. Audit logs of every pipeline run. The operational visibility your team needs to trust that the report is right every time it arrives.
Tell us which report costs your team the most time to produce.
We'll design the automation pipeline and give you a fixed cost.
Frequently asked questions
Reporting automation replaces the manual process of assembling a report -- pulling data from multiple systems, applying calculations, formatting the output, and distributing it -- with a software pipeline that does all of this automatically. The pipeline runs on a schedule (daily, weekly, monthly) or on demand, producing consistent output that matches your required format every time. What took a person 4 hours to produce takes the automated system 30 seconds.
We pull data from: relational databases (PostgreSQL, MySQL, SQL Server, BigQuery), REST and GraphQL APIs, ERP systems (SAP, Oracle, NetSuite, Microsoft Dynamics), CRM systems (Salesforce, HubSpot), Google Sheets and Excel files, CSV and file exports from legacy systems, and third-party data platforms. For reporting automation, the data source combination is usually the hard part -- we handle the connection, transformation, and joining of data from sources that were never designed to work together.
We generate reports in PDF (formatted documents, board packs, regulatory filings), Excel and CSV (for recipients who need to work with the data further), email summaries (automated email with key metrics and charts, no attachment), and Power BI or Tableau data pushes (populating a dashboard's data source on a schedule). The right format depends on how recipients use the report -- we scope this during discovery because it affects the pipeline architecture.
Calculation logic that's been developed in Excel over years is often more complex than it looks -- conditional aggregations, multi-step formulas, hardcoded assumptions baked into cells, and edge cases handled by the person who built it rather than the formula. We reverse-engineer the calculation logic from your existing reports or specifications, implement it in the pipeline code, and validate the output against known-correct historical reports before going live. The calculation logic is documented, tested, and maintainable -- not a black box in a spreadsheet.
Some reports require judgment calls that can't be fully automated -- narrative commentary on results, flagging of unusual data points for investigation, or decisions about what to highlight for leadership. We handle these by automating the data assembly and calculation, and building in prompts for the human reviewer to add their commentary. The reviewer focuses on the interpretation; the system handles the data work. Fully manual reports become partially automated, with human effort focused where it adds value.
A focused reporting pipeline -- one report, pulling from 2--4 data sources, with scheduled delivery -- typically runs $15,000--$35,000. Multi-report programmes covering an entire management reporting suite or regulatory reporting set run higher. The cost depends on the number of data sources, the complexity of the calculation logic, and the output format requirements. We scope every project before pricing it.