01
Scheduled reports
Weekly and monthly reports assembled and emailed automatically, with the same numbers every time.
Automation · Denver, Colorado
Reports that build themselves
We automate the reports, hand-offs and copy-paste work your team repeats every week, so they arrive on time, add up, and free hours for real work.
Starting at
$5,000
Automation Sprint, fixed price
Typical timeline
2–6 weeks
Often one workflow at a time
Payback
Hours
Measured in time saved each week
What we build
Six common routes
Start with the task everyone dreads. We automate it end to end, then move to the next one.
02
Month-end packs
Financial and client reporting packs pulled together from your systems in minutes.
03
Data entry removal
Orders, forms and records moved between apps without retyping.
04
Approvals & routing
Requests, quotes and expenses routed to the right person, with reminders.
05
Documents & PDFs
Quotes, proposals, invoices and letters generated from your data.
06
Alerts
A message when stock runs low, an invoice is overdue or a job runs over budget.
Is this you?
A good fit if…
- Someone spends a day or more each week copying data between systems
- Reports go out late or with numbers that don't match
- Approvals get lost in email threads
- You have tried Zapier-style tools but the workflow outgrew them
Tools we use
Your stack, not ours
Power AutomateZapierMakePythonGoogle Apps ScriptMicrosoft 365Google WorkspaceQuickBooks Online
We use the tools you already pay for when they can do the job, and write custom code only where they can't.
What it looks like
Example projects
Typical projects of this kind, to show the shape of the work: the problem, and what changes.
Accounting & bookkeeping
Client reporting pack
- Before
- Staff spent the first days of every month building client reports by hand.
- After
- Reports for each client are generated from QuickBooks and ready to review on day one.
Distribution
Reorder alerts
- Before
- Stock-outs were discovered when customers called.
- After
- Low-stock items trigger a daily email with suggested reorder quantities.
Clinics
Intake routing
- Before
- Online forms were printed, retyped and filed manually.
- After
- New-patient forms are routed, filed and flagged for follow-up automatically.
Illustrative examples of the kind of work we do, not specific client results.
How it works
Four steps, no surprises
Every project follows the same route, so you always know where it stands and what it costs.
1
Free intro call
30 minutes to understand the problem and check the fit.
2
Paid discovery
We map your systems and data, define "done" and show a mockup. Credited to the project.
3
Fixed proposal
Price, milestones and acceptance criteria in writing.
4
Build & launch
Short sprints with a demo each time, then training and full handover.
Pricing
Automation Sprint
$5k–$12k
One to three related workflows. Bigger programs are quoted after discovery. Every project starts with a paid discovery ($500–$1,500), credited to the build.
Get a fixed quote →Included
- Process walkthrough with the people who do the work
- Automation built on your existing tools where possible
- Error alerts so nothing fails silently
- Testing with real data before switch-over
- Runbook your team can follow
- 30 days of fixes after launch
Payment: under $10k, 50% to start and 50% at launch. $10k and up, 30 / 40 / 30 by milestone. You own all code and data.
Questions
FAQ
Straight answers to what people ask us most about Automated reporting.
Why not just use Zapier ourselves?
For simple tasks you should. We step in when workflows need logic, error handling, larger volumes or systems Zapier doesn't connect to, and we will tell you if an off-the-shelf tool is enough.
What happens if one of our apps changes?
Automations include error alerts, so a problem is noticed right away. A care plan covers fixing them when vendors change things.
Do we have to switch software?
No. We automate around the tools you already use and only suggest a change when it clearly pays off.
How do you handle passwords and access?
We use the access methods each app provides, with accounts owned by you, and you can revoke our access at any time.
Can we start small?
Yes. Most clients start with a single workflow, see the time saved, then decide on the next one.
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