The monthly report ready on the 1st, without touching it
Revenue, margin, pending quotes, top customers: the month’s dashboard lands in your inbox as a PDF on the 1st at 7am.
Typical guidepostA monthly report ready in 2 minutes instead of half a day.
Typical example: every project is adapted to your tools and the way you work.
The starting point
On the last day of the month, someone exports sales, then purchases, pastes it all into Excel, rebuilds the charts and sends the result. Half a day, and figures that never quite match last month’s.
What changes day to day
- The report is ready before you even get to the office.
- Figures are calculated the same way every month: you can finally compare them.
- The half-day of exports and copy-paste is gone.
How it works
On the 1st of the month, at 7am
A small program starts on its own on a server, without anyone having to think about it.
Figures are pulled at the source
Sales from invoicing, expenses from accounting, quotes from the CRM. No manual export.
The maths is always the same
Margin, change from last month, top customers: the rules are written once and stop drifting.
The report is laid out
A clean PDF with charts and tables, readable on a phone.
It lands in your inbox
Sent to management and, if you want, a simplified version to each manager.
Safeguards
If a source does not respond (software under maintenance, expired access), no half-wrong report goes out: you get a message saying what is missing.
Tools we use
You keep your current software: we connect it.
- A Python program, hosted on a small server (a few euros a month)
- The official integrations of your invoicing, accounting and CRM software
- A report template defined with you during scoping
More examples
Orders received by email created automatically in your invoicing tool
An order arrives by email: customer, items and quantities are picked up automatically, the invoice is drafted and the tracking sheet updated.
Typical guidepost: an invoice ready in 30 seconds instead of 15 minutes.
Read the exampleIncoming requests sorted by AI and forwarded to the right person
Quote requests, after-sales, billing questions: every email sent to the general address is read, sorted, summarised and forwarded to the right person.
Typical guidepost: around 4 hours a week recovered from sorting requests.
Read the exampleQuote follow-ups that go out on their own
A quote with no answer for a week? A polite follow-up goes out automatically, signed by you, and stops as soon as the customer replies.
Typical guidepost: 100% of planned follow-ups go out on time, without manual tracking.
Read the example