How we can help with your reporting

Everything we do comes back to one idea: helping you make better use of the information you already have. Not sure which of these fits? That's fine. Tell us what's taking up your time and we'll point you in the right direction.

  • 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.

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  • Improving 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.

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  • Organising 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.

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  • Client 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

Thinking about Microsoft's reporting tool? We also set up Power BI for small businesses, and give you a straight answer on whether it's worth it.

However we help, it works the same way

  1. A conversation

    Tell us what's taking too much time and, if you can, show us the spreadsheets or reports involved. No preparation needed.

  2. 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.

  3. We build it with you

    You see progress early, and we check the figures with you as we go, so there are no surprises.

  4. Handover and support

    We show your team how it works, write it down in plain English, and stay on hand for changes.

Not sure where to start?

Most people aren't. Tell us what you're working with today and we'll suggest the simplest useful next step, with no obligation.

Book a free discovery call