Report Automation & Dashboards

Stop drowning in spreadsheets. Start making faster, smarter decisions.

This service sits within our Insight & Visibility work — giving leaders trusted numbers, automated reports, and dashboards they can act on 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 or Xero and patching it in Excel.”

Is this the right fit?

This is ideal if you:

  • Produce recurring weekly, monthly or board-level reports
  • Pull data from MYOB/Xero plus inventory, sales or operations
  • Need accurate KPIs without manual reconciliation

This may not be the right fit if you:

  • Only need a one-off static report
  • Have a single, simple data source with no refresh cadence
  • Don’t require ongoing KPI visibility

What you get

  • Faster reporting cycles: Cut hours or days from monthly and weekly reporting
  • Trusted numbers: Automated refreshes and validation reduce errors and version confusion
  • Clear leadership visibility: Dashboards aligned to KPIs that actually drive decisions
  • Repeatable processes: Reports that run reliably even when the business gets busy

Use cases we deliver

  • Automated sales reporting: Channel, product, and customer views with scheduled refreshes
  • Inventory consolidation: Stock on hand, ageing, and reorder triggers across locations
  • Manufacturing KPI dashboards: Throughput, downtime, scrap, and labour efficiency
  • Finance & board packs: Budget vs actuals, cashflow, AP/AR with drill-downs

How it works (without adding complexity)

We connect your existing systems into a single source of truth, automate refresh and validation, and deliver dashboards in the tools your team already uses.

  • MYOB, Xero, QuickBooks, DEAR, Unleashed and SQL Server integrations
  • Power BI models, Excel automation, or Google Sheets workflows
  • API data feeds, scheduled refreshes, and audit-ready transformations

Client snapshot

A WA manufacturer reduced month-end reporting from three days to four hours by consolidating MYOB, inventory, and production data into a single automated Power BI model — mirrored to Excel and Sheets for team workflows.

Want your reports working harder?

Book a free automation review. We’ll assess your current reporting process, identify time drains, and outline a cleaner, faster path forward — tailored to your systems and cadence.

Book my free report review →

Or return to our full list of services to explore other ways we can help.