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Reporting Automation for Your Company

Automate financial, operational, and ESG reporting with a tailored solution for your business. We help you define KPIs, structure reports, prepare data, and finally implement scalable, fully automated dashboards — no more Excel sheets or manual reporting.

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Reporting automation: demo

Check out the demo solution below to see automated reporting in action.

Why Does Reporting Automation Matter?

We've built hundreds of reports in Tableau and Power BI — and we use them internally, too. 

35% of Time Wasted on Manual Reporting

Companies spend 30–40% of their time on manual reporting and accounting tasks — relying on Excel, Word, and PowerPoint.

Free up part of that time and save up to 125 hours per employee per year.

266% 3-Year ROI from BI Tools

According to Forrester, investing in Power BI delivers an average of $3.70 in return for every $1 spent.

Build solutions that create both short- and long-term business value.  

41% of Finance Staff Make Errors in Manual Reports

Eliminate manual errors, reduce risk, and improve the accuracy and speed of business decisions.

Regain up to 3% of your operational margin by reducing rework and decision delays. 

Reporting Automation Tailored to Your Specific Challenges

We build solutions that directly address the daily pain points faced by Finance, Accounting, Reporting, and Operations teams.  


Manual Data Consolidation in Excel

Many companies rely on slow, manual workflows to consolidate operational data from multiple sources. With our solutions, data flows and report generation are fully automated.


Team Performance Reports Built by Hand

Creating qualitative reports often means manually gathering and analyzing data from different systems. We help standardize and streamline this process, saving time and boosting accuracy.


Limited Collaboration & Decision-Making Confidence

Fact-based decision-making requires trusted information and accessible reports. We help implement reliable dashboards and foster a data-driven culture that improves collaboration and accountability.

Check other solutions for reporting automation

B2B services projects profitability analysis

Do you run a B2B services company and manage your work through projects? Lacking visibility into invoice control, project margins, or status updates? If so, take a closer look at this reporting automation.

Check this dashboard Power BI

Time analysis and payroll in B2B

Where do your employees spend their time? How much time do they dedicate to specific projects? Set targets, monitor utilisation, and estimate payroll costs with ease.

Check this dashboard Power BI

How We Build Reporting Automation?

Every automation project begins with a process evaluation to ensure your company’s data is accurate, trustworthy, and ready for scale. Then, we make sure your team navigates the change confidently and with ease.

Needs

We speak with your team to understand their challenges, goals, KPIs, and how decisions are currently made. Based on this, we design a tailored reporting automation project that delivers value fast and drives adoption.i raportowania. Dzięki temu zmiana zachodzi szybko i płynnie.

Implementation & Training

We analyze your data flows, recommend necessary changes, and identify potential risks. We validate the values to make sure insights reflect reality. That’s how we ensure both short- and long-term success with reporting automation.

computer coding screengrab

Data

We implement the solution — or support your internal team in doing so. Once the reports are delivered, we provide training to ensure your team knows how to maintain, use, and measure success. This guarantees long-term adoption of automated reporting across your organization.

Client Stories: Financial & Operational Reporting Automation

Explore the stories of companies already using automated reporting to boost productivity and decision-making.

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Want to Learn More About Reporting Automation?

Read more on our blog to explore the value of reporting automation for your company.

Key Questions About Financial & Operational Reporting Automation

In this section, we answer the most frequently asked questions about implementing automated reporting solutions:

The cost of reporting automation depends on the number of reports, systems integrated, and metrics to be implemented. First results can typically be seen within one week, with projects starting from 3,500 EUR + VAT.

Tool licensing is not included in the base price. Below are common tool costs:

  • Power BI – approx. $10 per user/month​
  • Tableau – approx. $115 per user/year

To get started effectively, we recommend:

  • Clarify your company’s goals and define which metrics should be tracked to measure them
  • Choose key business representatives to co-create the reporting ecosystem (e.g., CFO or department leads)
  • List existing systems (e.g., accounting software, CRM, ERP)
  • Prepare your team for training and for a transformation in the reporting process

  • Sales - check above
  • Accounting  - check above
  • Expenses  - check above
  • Wydajności firm - checj here
  • Quality reporting - read case study here
  • Portfolio analysis - check above
  • HR - check case study here

Finance, banking, telecom, manufacturing, retail, e-commerce

We follow an agile, value-driven approach — with a focus on time tracking and Microsoft tools.

  • Start with the process to be supported by reporting — e.g., employee time tracking  
  • Assess availability of data/systems — e.g., Toggl, Jira
  • Build an initial report and validate with users (e.g., 3 core metrics) → Pull data from Toggl and build the first report in Power BI (completeness, utilization)
  • Integrate data & automate flows → Data layer built in SQL database or Microsoft ecosystem
  • Expand reports with new metrics — e.g., salary calculations linked to time tracking

Let’s Talk About Reporting Automation

Want to order a report like this for your company? Every transformation starts with a conversation.

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