Reporting & analytics.
Automated reports, data checks, and analysis for accounting and business decisions.
How I approach reporting automation →See all project examples ↗Project examples
6 projects · current status shown on each example
Recurring reports take hours to prepare
Automates accounting reports that previously took about four hours twice a week to prepare.
Revenue reports depend on repeated spreadsheet work
Gives managers revenue reports without rebuilding spreadsheets, with dated results they can compare.
Purchasing reports take repeated manual preparation
Replaces purchasing reports built manually twice a week with automatic classification, reconciliation, and distribution.
Email lists contain invalid and uncertain addresses
Helps staff review email lists before use, separating valid, invalid, and uncertain addresses and recording the reason for each result.
CRM and accounting figures need reconciliation
Compares records from a customer-management system (CRM) with accounting records and flags differences for review.
Staffing decisions need a clearer demand forecast
Helps managers plan staffing and capacity using forecasts based on operating history, weather, and facility schedules.