Oversight & Knowledge The numbers are on the table every Monday, without anyone having to gather them.
The monthly report takes three hours, and by the time it is ready the numbers are a fortnight old. We bring together what is already there – one definition per figure, one report on a fixed date.
The problem
The monthly report takes three hours. One person exports from the accounts, another from time tracking, a third copies it all into a presentation. By the time it is ready, the numbers are a fortnight old.
Meanwhile, two departments work out the same figure in two different ways. In the meeting the discussion is no longer about the decision but about which number is right.
The problem is rarely that the data is missing. It is that it sits in seven places and nobody has time to bring it together regularly.
What you get
Up to three of your source systems are included in the setup.
How it works
Capture
Your source systems – accounts, time tracking, CRM and others – are connected up.
Process
One definition per figure is agreed, and it applies to everyone.
Deliver
The report arrives in the inbox on a fixed date, tailored to each recipient.
Review
Variances and bottlenecks stand out, traceable back to source.
What it costs
Included: discovery, figure definitions, connecting up to three source systems, reports per recipient, reconciliation, handover.
Included: operation, licences, ongoing updates, support.
No lock-in. Cancellable month by month. What keeps you with us is the work, not the length of the contract.
All prices are indicative and are agreed during the call.
Options
Timeline
What you own
The database, the workflows and all the logins sit in your own accounts. If you want to stop tomorrow, you take it all with you.
We do not make you dependent on us. You are not renting a system, you are getting one.
Common questions
Which systems can be connected?+
Accounts, time tracking, CRM, online shop and more. Up to three source systems are included in the setup, and others can be added.
Do we need Power BI?+
No. You get a finished report on a fixed date. Your own web interface is optional.
Who defines the figures?+
You do – together with us. One definition per figure then applies to everyone.
What if a number looks wrong?+
Every figure is traceable back to source. If something looks wrong, you see straight away where it came from.
How often is it updated?+
On a fixed date, usually weekly or monthly. On request, a short daily update comes to your phone.
See what this looks like for your business.
An intro call, free and with no obligation. We show you a system that is running and tell you honestly whether it is worth it for you.