UK management consultancy
8 days to 4 hours
Monthly invoicing
Monthly invoicing from 8 days to 4 hours
Contracts & associatesFinance & invoicingReporting & MI
03 · Reporting and management information
Reports that build themselves.
Management and client reports built automatically from the systems that hold the numbers, with AI drafting the commentary.
In short
We automate management and client reporting: pulling data from your CRM, finance, marketing and delivery systems through their APIs, assembling the report and having AI draft the commentary for a person to check. No more copying numbers into slides at the end of every month.
Sound familiar?
Signs this is costing you more than it should.
- Someone spends the first days of every month exporting data and pasting it into slides
- Different reports show different numbers for the same thing
- Leadership sees last month's position, not this week's
- Client reports are inconsistent depending on who wrote them
What we automate
What changes, step by step.
- 01
Data collection
Numbers pulled straight from source systems through their APIs, on a schedule.
- 02
Report assembly
Reports built in your format: documents, slides, spreadsheets or dashboards.
- 03
AI commentary
A first-draft narrative explaining what changed and why, for a person to check.
- 04
Management information
Pipeline, utilisation, margin and cash in one consistent view.
- 05
Distribution
Reports sent to the right people, or published to a client portal, when they're ready.
Works withHubSpotXeroGoogle AnalyticsAd platformsGoogle SheetsPower BILooker Studioand most tools with an API
Proof
Monthly invoicing from 8 days to 4 hours.
UK management consultancy. Read how we did it
Before
8 days
- 01Work out which associate invoices are expected
- 02Chase missing invoices by email
- 03Check each one against the contract and SOW
- 04Re-key approved invoices into Xero
- 05Compile the month-end report by hand
After
4 hours
- 01Expected invoices listed automatically from CRM contract data
- 02Missing invoices flagged and follow-ups sent automatically
- 03Received invoices checked for accuracy and completeness
- 04Approved invoices automatically pushed to Xero
- 05Dynamic reports built from live data
Results
Where we've done this.
In delivery
Marketing agency
Monthly client reports produced automatically, pulling from multiple platforms via API with AI-written commentary.
Results to follow once the work has run long enough to measure.
Questions
Common questions.
Can AI really write the commentary?
It writes a solid first draft from the numbers and the context you give it. A person reviews and edits before anything goes to a client or the board.
Do we need a data warehouse first?
Usually not. Most firms can pull directly from their systems' APIs. If the volume or complexity justifies a warehouse, we'll tell you during the audit.
Can reports match our existing template?
Yes. We rebuild your current format first, then improve it once it's running automatically.
Also automated
The rest of the operation.
- 01
Contracts and associates
Contracts and SOWs generated from CRM data, approved, signed and filed without anyone copying fields between documents.
Seconds
Contract generation, previously hours
- 02
Finance and invoicing
Expected, received and missing invoices tracked in one place, checked against what was agreed and pushed into your finance system.
8 days to 4 hrs
Monthly invoicing run
- 04
Email triage and request fulfilment
Inbound requests read, classified, costed and routed by AI, then fulfilled through automated workflows, with people handling the exceptions.
6 wks to 4 days
Time to triage and fulfil a request
- 05
Research and outreach
Company and executive research, scoring, reporting and first-draft outreach prepared by AI and approved by a person.
70–90%
Estimated reduction in hands-on research time
Free Operations Audit
Find out what reporting and management information automation would save you.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
Book a free Operations Audit
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days