Reports and answers from your own files

Who it is for

• Leaders who get the weekly numbers late because someone builds them by hand in Excel
• Firms that turn field notes, photos and data into reports on a standard template
• Teams that spend time hunting through shared drives for the right answer

Typical problems

• The weekly report means exporting from three systems and pasting into a spreadsheet.
• Report drafts start from a blank template every time.
• Staff ask the same questions because the answers are buried in documents.
• Numbers in different reports do not match.

What we automate

• Numbers are pulled from the systems you already use on a schedule and checked for gaps.
• A finished report or workbook is produced in your format, ready for a person to review.
• Field data and notes are drafted into your report templates.
• Staff can ask a question in plain English and get an answer drawn from your documents, with a link to where it came from.
• Access follows your existing permissions, so people only see what they already could.

How we do it

1. Audit. We sit with the people doing the work, map where the time goes, and rank what to automate, with a rough cost and payoff for each.
2. Pilot. We build the best first candidate inside your existing systems. Your team uses it on real work, and we measure the time it saves.
3. Run and improve. We keep it working, handle the edge cases, and add the next process when you are ready.

Systems

We commonly work with Excel and Google Sheets; QuickBooks and other accounting exports; Microsoft 365 and Google Workspace files; Google Drive, Notion, Confluence and Zendesk for document search. If yours is not listed, ask; most of the work is about how your process runs, not the brand of software.

Price and engagement

Most companies start with a process audit: $4,500, fixed price, 1–2 weeks. A pilot build is fixed scope, 4–6 weeks, $12,000–$20,000. Ongoing support is $3,000–$6,000 per month. You know the cost before you commit, and you own what we build.

Further reading

Engineering Field Notes to Reports · Timesheets to Job Cost & Payroll · Bank Statements to Excel for CPAs

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