Automated reporting that writes itself from your own tools
The numbers pulled from Xero, your sheets, and your dashboards, written up the way a person would write them, and delivered on schedule to Slack or your inbox.
Most reports are assembled by hand from tools that already know the answer: an hour in Xero, an hour in spreadsheets, then the writing. This workflow pulls the numbers itself, writes the summary in plain language, and sends it on schedule. The report arrives finished, and the humans read it instead of building it.
What the reporting workflow does
Pulls the numbers from Xero, spreadsheets, dashboards, and your CRM.
Writes the summary in plain language, in your format.
Flags what changed and what needs attention, not just the totals.
Delivers on schedule: daily, weekly, or monthly, to Slack or email.
Answers follow-up questions about the numbers on demand.
Keeps a clean archive so any past report is one search away.
How we build and run it
Bespoke discovery. A 20-minute call to map your process and design the workflow around it.
Build and secure. Built into your stack with scoped access, encrypted credentials, and audit logs.
Run it forever. We run, monitor, and tune it for you. Your team never operates it.
What it connects to
Common questions
Which reports can it automate?
Anything assembled on a rhythm from data your tools already hold: weekly sales and pipeline numbers, monthly P&L summaries from Xero, project or client status updates, and operational dashboards written up for people who do not live in the dashboard.
Does it just chart the numbers or actually write the report?
It writes the report. The workflow drafts the summary in plain language in your format, calls out what changed since last time, and flags anything that needs attention. Charts and tables come along where they help.
What if the numbers look wrong?
The workflow checks its own inputs, and anything that does not reconcile is flagged for a person instead of being sent. Every report links back to the source data, so a surprising number can be traced in one click.
Is our financial data safe?
Yes. We use scoped, read-only access wherever possible, encrypted credentials, and audit logs. Data stays inside the tools you already use and is never copied into a separate database.