Reporting pipelines
The figures you check each week arrive put together, from the systems that hold them, with each number traceable to its source.
A pipeline that pulls the figures you already check from the systems that hold them, applies the definitions you agreed and delivers the report where you read it. Every number can be traced back to the records behind it.
No list price. It starts with a diagnostic at a fixed fee, and the build is quoted after it.
How it works
The pipeline, step by step.
- 01
The questions are agreed
Which figures, defined how, for whom, how often.
- 02
Sources are connected
Your accounting, practice, sales or operations software, through approved connections.
- 03
Data is pulled on schedule
At the times you set, with a record of what was read.
- 04
Definitions are applied
Your definitions, written down: what counts as a new client, an open order, a late invoice.
- 05
Checks are run
Totals reconciled against the source, gaps and anomalies listed.
- 06
The report is delivered
To email, a shared folder, a dashboard or chat, with the detail one click away.
Connects to tools such as
- QuickBooks
- Xero
- HubSpot
- Stripe
- Google Sheets
- BigQuery
- Snowflake
- Slack
These are examples. We confirm the method for each of your tools before we build.
Where a person approves
The points where the system stops and waits for a person.
- You sign off every definition before it is used, and every change after.
- A reconciliation failure holds the report and tells a named person.
- New figures are added only on your request.
How it is measured
Named measures, scored on your own files before launch and after every change.
- Reconciliation: totals matched against the source systems on every run.
- Timeliness: reports delivered at the agreed time, logged per run.
- Definition drift: changes in the source data that would change what a figure means, flagged for review.
How it is run
After launch: monitoring, updates and what you own.
- Monitoring on every run: failed pulls, reconciliation failures and late reports raise an alert.
- Definition changes are tested against past periods before release.
- Handover: a runbook, a data map and code owned by the business.
What it will not do
Limits we set on purpose.
- It does not report a figure whose definition you have not agreed.
- It does not deliver a report that failed reconciliation.
- It does not replace your accountant’s judgement or your financial statements.
Sectors we build for
The business types this system is built for.
Questions
What can it report on?
Any figure held in your systems: sales, bookings, open orders, unpaid invoices, hours, cases. You define it; the pipeline computes it the same way every time.
Where does the report arrive?
Where you read: email, a shared folder, a dashboard or your team chat. The detail behind each number is one click away.
How do we know the numbers are right?
Each run reconciles totals against the source systems. A mismatch holds the report and alerts a person rather than sending a wrong figure.
Can the definitions change?
Yes, on your instruction. Each change is written down, tested on past periods and dated, so a figure means the same thing week to week.
Talk to us about reporting pipelines
Fifteen minutes on a call is enough to tell whether it fits your work. If it does not, we say so.