The problem: numbers scattered everywhere
Sales are in the register. Online orders are in the store. Appointments are in the calendar. Ad results are on yet another screen. To see the whole picture, you have to open everything and pull it together.
So it rarely happens. Decisions get made on instinct, or a problem is found long after it started.
How automatic reports work
Your tools keep working as before. The report is built from what they already hold.
- During the week, your data stays in your usual tools.
- At the end of the week, the system gathers sales, calls and appointments.
- AI writes a clear summary: what went up, what went down, what deserves your attention.
- The report lands in your inbox on Monday morning.
- You ask to add or remove a measure whenever your needs change.
What stays under your control
The report reads your data, it does not change it. No sale, appointment or campaign is modified by the system.
You choose what goes in the report and who receives it. The owner can get the full version, and a manager only what concerns them. If a source could not be read, the report says so instead of showing an incomplete number.
The tools they connect to
Automatic reports draw on the tools you already have. Square or Shopify for sales, QuickBooks for accounting, your booking system for appointments.
They can also include results from Google Ads and Meta Ads, along with activity on your Google Business Profile listing. The report is delivered through Gmail or Outlook.
What is set out in the quote
The plan lists the data sources, the chosen measures, the format of the summary and the recipients. It also describes the tests run with you on real data before launch.
The cost and the maintenance, which includes watching the connections when a tool changes, are set out in the quote.
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