Services / Reporting & deliverables
The deliverable writes its own first draft.
For recurring management packs and client reports, the governed assembly layer can be automated while interpretation, recommendations and sign-off stay with your team.
Build price and delivery timing follow the paid assessment and agreed acceptance tests. Fixed-scope builds start at $8,500.
The short version: A recurring reporting workflow has two products inside it: governed assembly and professional interpretation. We design the pipeline that pulls and validates source data, applies approved mappings, produces charts and metrics, and prepares evidence for draft commentary. Your team interprets, edits and signs. For firms producing the same deliverable across many clients, the first file establishes the reusable pattern and test set.
The problem
The load-bearing spreadsheet is an operating risk.
When mappings, checks and definitions live in one workbook, the reporting cycle depends on hidden knowledge.
Somebody exports the data. Somebody pastes it into the model. Somebody updates the charts, notices last month's formula broke, fixes it, and rewrites the commentary from memory. Then it happens again for the next client, or the next entity, in a workbook exactly one person fully understands.
The risk is not only the time. A load-bearing, undocumented file makes definitions hard to review, changes hard to test and errors hard to trace. The assessment exposes that logic before recommending what belongs in a governed pipeline.
every report output ties to a defined source and transformation.
Source lineageapproved inputs, outputs and edge cases form the golden test set.
Acceptance designstale, missing or inconsistent data reaches a named reviewer.
Exception designinterpretation and every client-facing version remain human-approved.
Authority boundaryWhat we build
Pull, consolidate, draft, deliver.
- 1
Pull from source, on a schedule
Data pulled directly from your systems on the working day you choose. No exports, no email attachments, no waiting on whoever owns the login. This alone removes a surprising number of delays.
- 2
Consolidate with the logic in a system
Intercompany eliminations, currency translation, group adjustments, or the equivalent structure in your domain, applied consistently and documented. The logic stops living in one person's workbook.
- 3
Metrics defined once, applied every time
Your definitions, set deliberately, used the same way every period. When someone asks why a number is calculated a particular way, there's an answer that doesn't depend on memory.
- 4
Commentary drafted from the underlying detail
Variance against prior period and budget, with drivers identified from the actual transactions. Drafted for your team to edit and sign, never published unread.
- 5
Delivered as a finished document
PDF or slides, in your template, to whoever needs it, on the day you committed to. The deadline stops being a negotiation each month.
Honest comparison
Dashboards versus deliverables.
What a BI dashboard gives you
- Live charts nobody opens between meetings
- Metrics defined in the tool, differently from how your firm defines them
- No narrative, so numbers arrive without explanation
- Consolidation left upstream, in the spreadsheet you were trying to retire
- One more thing to maintain
What we build
- A finished document delivered on a committed day, in your template
- Metric definitions owned by your firm and applied consistently
- Drafted commentary explaining drivers, ready for review and sign-off
- Consolidation logic inside the pipeline rather than in a fragile workbook
- One system deployed across every client your firm reports for
A client deliverable is a document with an argument in it. A dashboard is a wall of numbers. They are not substitutes.
Questions
What people ask us first.
Can you match our existing template?
The build can target your existing approved template when its definitions and output requirements are available. The assessment identifies any layout or logic that should be corrected before it becomes part of the automated pattern.
Who writes the commentary?
It's drafted from your own data and then edited and signed by your team. We're firm on this. Commentary nobody reviewed is how a wrong explanation reaches a client, and the drafting was the time-consuming part anyway.
We produce the same report for forty clients.
That creates a strong partner hypothesis: build the approved structure and test set on one file, then measure how much can be reused on similar clients. The assessment verifies data variation and deployment economics before treating forty files as one scope.
Our clients' data is all in different systems.
The design maps each approved source to a common reporting structure rather than assuming identical software. The assessment first checks access, freshness, ownership and whether the definitions are genuinely comparable.
Full pricing is on the pricing page, and how we scope work is on the method page.
Next step
Send us last month's report.
Show us what you produce and roughly how long it takes. Fifteen minutes and we'll tell you which parts can be generated and which genuinely need a person.