Stop losing a week of every month to reporting.
We automate your monthly reporting cycle end to end (data gathering, reconciliation, narrative, formatting) using the right combination of AI, Power Automate, and scripts.
If this sounds familiar
“Our month-end reporting takes a week. Half of it is copy-paste, reconciliation, and rewriting the same narrative.”
What this engagement is
Turn your monthly reporting cycle from a week of pain into a one-click job.
Most monthly reports are 80% mechanical work and 20% insight. We automate the mechanical part (data pulls, reconciliation, formatting, first-draft narratives) so your team spends the saved time on the insight.
Outcomes you can measure
- Days back every month on your reporting cycle
- Fewer errors from manual data wrangling
- A consistent, branded format every time
- Time freed for actual analysis
What you get
Deliverables.
Everything included in the engagement, in writing.
Current reporting workflow map
Automated data pulls and reconciliation
AI-generated first-draft narrative with your voice
Templated, branded output (Docs, Slides, PDF, or Notion)
Runbook and handoff
Who it is for
Built for teams that need this outcome.
CFOs and finance teams owning monthly financial and KPI reports
COOs owning operations and department scorecards
RevOps leaders owning pipeline and revenue reporting
Executive assistants running board and leadership report packs
Tools we deploy on this engagement
- OpenAI
- Anthropic Claude
- Microsoft Copilot
- Power Automate
- Azure AI
- Google Workspace / Microsoft 365
What we need from you
Minimal lift. Maximum outcome.
- Two months of prior reports as input
- Access to the data sources the report draws from
- A stakeholder who owns the format and voice
Common questions.
Monthly financial packs, operations scorecards, revenue and pipeline reports, client summary reports, board reports, KPI dashboards, and recurring portfolio/project reports.
No. We remove the mechanical work so your team can spend time on the insight and the decisions. Most clients reinvest the saved hours into higher-value analysis.
Whatever fits your stack. In Microsoft environments, we often combine Copilot with Power Automate. Elsewhere we use OpenAI or Claude via APIs, Google Apps Script, or n8n. We pick per workflow.
Related
Often paired with.
Workflow Automation Assessment
Find where AI and automation save your business ten or more hours a week. Ten days, written roadmap.
AI Agent Sprint
Ship a production AI agent that takes recurring work off your team in three to four weeks.
Microsoft Copilot Launch Sprint
Deploy Microsoft Copilot securely and prove ROI in 30 days.
See the workflows this engagement targets
Further reading
Context before the call.
Operator-level guides that go deeper on the decisions behind this engagement.
Power Automate vs an AI Agent: How to Choose (and When to Combine Them)
An operator-level decision framework for when Power Automate, an AI agent, or a hybrid is the right choice — with cost ranges and common failure modes.
ReadAI Process Audit: The Complete Guide for Business Operators
What an AI process audit is, when to run one, how to structure it, and how to turn the output into a 90-day automation roadmap.
ReadReady to start?
20 minutes. No obligation. Scope and pricing confirmed on the call.