Report Automation & Dashboards

Stop drowning in spreadsheets. Start making faster, smarter decisions.
We automate your monthly reports, KPI dashboards, and reconciliation tools using Excel, Power BI, or Google Sheets — with no new software needed. You'll save hours, reduce errors, and give your team clear data to lead with confidence.

Does this sound familiar?

  • "I'm never sure if the numbers are actually up to date."
  • "Reporting takes too long — too many people, too many versions."
  • "We're still exporting everything from MYOB and patching it in Excel."

Our Strategies

  • 📅 Automated weekly, monthly and board-ready reports
  • 📊 Live dashboards using Excel, Power BI, or Google Sheets
  • 📈 End-of-month close & reconciliation reporting tools
  • 🎯 KPI tracking aligned with leadership priorities

Our Edge

  • Save time: Cut manual work and reduce reporting delays
  • Make smarter decisions: Real-time dashboards improve clarity and confidence
  • Keep your tools: Seamless integration with MYOB, Xero, SQL, and Excel

Client Snapshot

One WA-based client reduced their month-end report prep from 3 days to 4 hours — without hiring or switching software. We helped unify data from MYOB, Excel, and Google Sheets into a single dashboard, updated automatically each day.

Want your reports working harder?

Book a free automation review. We'll assess your current process, identify time drains, and map a smarter, cleaner path forward — tailored to your systems.

Book My Free Report Review →

Or return to our full list of services to see how else we can support your business.