Prepare recurring reports
with checks on every figure.
Connect data sources and prepare repeatable reports without rebuilding spreadsheets each time. Show where each figure came from and highlight discrepancies for review.
Agree what each number means
Choose a recurring report and identify the source for each figure. Agree the period, calculations, exclusions, and reconciliation rules with its owner. Resolve missing definitions before building the data workflow.
Connect and validate the records
Connect spreadsheets, databases, or approved APIs. Check completeness, duplicates, conflicting identifiers, and refresh dates. Show failed exchanges and outdated inputs clearly before review.
Produce a reviewable reporting package
Build a dashboard, export, report pack, or internal tool with sources and check results visible. AI may draft a summary from agreed figures. A reviewer checks its conclusions and supporting records.
Make the cycle repeatable
Define who updates sources, resolves issues, and approves the report. Compare preparation time, reconciliation gaps, and corrections with the current process. Include access, hosting, and information requirements in the design.
What a first project can produce.
Agree what we will build, how it will be checked, and what your team receives. We confirm timing, access, and commercial terms together.
- 01Documented source and calculation definitions
- 02A repeatable reporting pipeline and usable report
- 03Reconciliation evidence and a review procedure
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How the work moves
The workflow receives approved exports from business systems, checks period and completeness, maps identifiers, and applies documented calculations. A reviewer sees draft figures alongside reconciliation differences and stale sources. The dashboard or export clearly identifies unresolved inputs.
What the system needs to handle
Record source versions, refresh times, calculation rules, and reviewer decisions for the cycle. If a late correction arrives, explain what changed and which package it affects. A narrative draft can use verified figures, with statements checked against the reporting output.
What affects the first release
Source quality, historical periods, changing spreadsheet layouts, reporting definitions, and export formats drive the effort. Bring one complete prior package and its supporting records. The first release can address the most time-consuming reconciliation before automating every report.
Which recurring report consumes too much effort?
Tell us about the sources, tools, and people involved. We’ll define a useful first scope.