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AI Reporting and Operational Intelligence

Reporting that answers the question you actually asked, across the systems your business already runs on.

The problem

The report you need is never the report you have. Someone exports to a spreadsheet, joins it to another export, and by the time it is right the decision has moved on. Meanwhile the answer is sitting in the job system, the accounting system and the timesheets, in three shapes that do not join.

What we build

  • A joined reporting layer across job management, accounting and timesheet data
  • Natural language querying over live data with the generated logic shown, not hidden
  • Scheduled and triggered reporting
  • Margin, utilisation and write-off views built for how service firms actually bill
  • Alerting on the numbers that matter before month end, not after

How the engagement runs

Six to ten weeks for a first reporting layer, depending on how many systems have to be joined and how clean the data is.

What you get

  • The reporting layer
  • The standing report set
  • The query interface
  • Documentation of every definition so utilisation means one thing across the business

Where this does not fit

If your job data is not being entered consistently, reporting will only make that visible faster. Sometimes that is exactly the point, and we will say so.

Start with a discovery call.

An hour on how your business runs, where the time goes, and whether AI is worth spending money on yet. You get our read either way.