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H-TO / Reporting and reconciliation / Chicago–Milwaukee

Reporting automation.

We automate report preparation using your existing data and reporting rules.

Discuss your reporting ↗Send a question
Before: 4 hours × 2each week
28+ years in IT · 3 years with AI · $85/hour consulting and development
Kenosha-based
Local and remote projects
Examples from our work

Project examples

02 / Reporting & analyticsCase example

Configurable reporting portal

The reporting system automates work that previously took about four hours twice a week.

source data → rules → reportView project ↗
06 / Workforce operationsCase example

Payroll and wage reporting

Wage-report preparation and reconciliation were automated as part of the same accounting reporting project.

payroll data → rules → reportView project ↗
22 / Data operationsCase example

Financial data reconciliation

Transaction comparisons run automatically as part of the same accounting reporting project, with remaining differences flagged for review.

CRM × accounting → differenceView project ↗
How reporting works

From source data
to finished reports

The system collects data from CRM and accounting databases, applies the reporting rules, checks the totals, and publishes finished reports automatically.

  1. 01
    Collect the data

    CRM · accounting databases · payroll · files

  2. 02
    Apply reporting rules

    Match · classify · calculate

  3. 03
    Check the totals

    Compare results · flag differences

  4. 04
    Publish finished reports

    Dashboard · PDF · spreadsheet · email

Collect the input → apply the rules → check the totals → publish the reports

Discuss your situation

Show us the report that takes too much work.

The initial conversation is free. Consulting and development are $85/hour, including investigation, testing, and agreed revisions. Hosting, software licenses, hardware, and third-party service costs are discussed separately.

Discuss your reporting ↗