Make better use of the information you already have.
We help businesses sort out their spreadsheets and reports, so the figures they need are quicker to produce and easier to understand.
- SalesSales tracker.xlsxSales tracker (Jo's copy).xlsx
- JobsJob sheet 2026.xlsx
- StockStock count Oct.xlsxSupplier prices.csv
- Month-endMonthly report FINAL v7.xlsx
Sales dashboard
Jan to Oct
- Total, Jan to Oct
- £465k
- Monthly average
- £47k
- Oct
- £56k
Try the dashboard: choose a region, switch to orders, or click a month. The files and figures above are examples, made up for illustration.
Book a free discovery call.
Tell us which report or spreadsheet is eating your time. We'll talk it through, look at what you have if you'd like to share it, and suggest the simplest fix. No cost and no hard sell.
Sound familiar?
These are the things we hear most often from small businesses. Each one usually has a practical fix.
“Our monthly report takes a day to put together.”
We automate the copying and checking, so it's ready in minutes and laid out the same way every month.
“The whole business relies on one enormous spreadsheet.”
We make it easier to use and harder to break, or split it into something more manageable.
“Clients ask us for a project update every week.”
We set up a secure portal where each client can check their own progress, reports and documents whenever they like.
“Different people keep different versions of the same figures.”
We bring the information into one place, so everyone works from the same numbers.
“We know our reporting could be better, but don't know where to start.”
Show us what you have. We'll suggest the simplest improvement first, in plain English.
Same information. Much easier to read.
Most of the time, the figures you need already exist. They're just spread across tabs, files and inboxes. We bring them together and lay them out so the important things stand out.
Example with sample data, for illustration only.
What we can help with
Four kinds of work, all with the same aim: making the information you already have easier to use.
Dashboards & reports
Turn pages of figures into a clear view of how things are going.
We can turn pages of figures into a single page showing the handful of numbers you actually keep an eye on.
Find out more about dashboards & reportsImproving existing reports
Make the spreadsheets and reports you already rely on quicker and easier.
If someone in your team spends every Friday copying figures between spreadsheets to produce the same report, we can often make that much quicker.
Find out more about improving existing reportsOrganising your information
Bring information from different places together, so reporting gets easier.
We can bring information from different places together so your team isn't maintaining the same details in several spreadsheets.
Find out more about organising your informationClient portals
Secure areas where your clients log in to see their own reports, data and documents.
Instead of emailing every client the same monthly report, give them a login where their latest figures, documents and invoices are always waiting.
Find out more about client portals
Let your clients see their own figures.
We build secure portals where each of your clients logs in to see their own reports, documents and progress. It saves you sending the same updates by email, and it looks professional.
- Each client only ever sees their own information
- Updates itself from the spreadsheets or systems you already use
- Works for your own team too, such as a view for each branch
Welcome back, Hannah
- Sessions left
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- Next session
- Thu 7am
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Sessions attended
Latest documents
- Training plan: November.pdf1 Nov
- October progress check.pdf28 Oct
Example with sample data, for illustration only.
You don't need new software, or a technical team, to work with us.
We start with what you've got. Often the best fix is a better version of the spreadsheet you already use.
We explain things plainly. If we suggest a tool such as Power BI (Microsoft's reporting software), we'll tell you what it is, what it costs and why.
You're never stuck. Everything is handed over and written down, and we stay on hand if things need to change.
How working with us goes
Simple and low-pressure, whether it's one spreadsheet or a whole set of reports.
A conversation
Tell us what's taking too much time and, if you can, show us the spreadsheets or reports involved. No preparation needed.
A clear proposal
We suggest what to do, starting with the simplest option, and confirm the cost and timescale in writing before any work starts.
We build it with you
You see progress early, and we check the figures with you as we go, so there are no surprises.
Handover and support
We show your team how it works, write it down in plain English, and stay on hand for changes.
Show us what you're working with.
Send us a short note about the spreadsheets or reports that are taking up too much time. We'll arrange a friendly, no-obligation chat and suggest the simplest way to improve things.