Reports that build themselves, from the systems you already use.
If someone exports data from two systems every week and pastes it into a spreadsheet or a deck, that work can run on its own. We build automations that collect the data, reconcile it and deliver the report on schedule, so your team reads it instead of assembling it.
Where the time goes today
- Every week someone exports data from the ERP, the CRM and a few Excel files.
- The exports are copied into one spreadsheet and cleaned up by hand.
- Figures from different systems are reconciled by eye, line by line.
- The finished report is emailed as an attachment and is out of date by the next day.
- When the person who builds it is away, the report does not go out.
What the automation takes over
- Data is pulled from each system on a schedule, through its API or, where it has none, a software robot.
- Records from different sources are matched and reconciled against rules you set.
- Differences that do not reconcile are flagged to a person instead of disappearing into a total.
- The report refreshes itself in Power BI, Excel or SharePoint and goes to the people who need it.
- Every run leaves a record of which data was used, and when.
How it works
Collect
The data is pulled from your ERP, accounting program, CRM, Excel files or SharePoint lists.
Reconcile
Records are matched across sources, and rules you set decide what counts as a difference.
Build
The report or dashboard is refreshed with the new data, in the format your team already reads.
Deliver
It goes out on schedule by email or in Teams, and anything that needs a person is flagged.
Example: a weekly sales report that sends itself
A typical setup for a small company whose sales sit in an ERP and whose targets are kept in an Excel file on SharePoint.
| Region | Sales (EUR) | Against target |
|---|---|---|
| North | 18,400 | 92 % |
| South | 22,150 | 105 % |
| East | 9,800 | 74 % |
| West | 14,300 | 98 % |
| Total | 64,650 | 94 % |
The week closes
Early on Monday the flow starts on its own, with no one having to open anything.
The data is collected
Last week's invoices are pulled from the ERP, and the targets are read from the Excel file.
The figures are reconciled
Sales are matched to customers and salespeople, and invoices without a customer code are set aside.
The report is refreshed
The Power BI report updates with the new week, compared with the targets and the same week last year.
It reaches the team
Managers get a link in Teams, and the person responsible gets the list of invoices that were set aside.
An illustrative example of how such a workflow is usually set up, not a description of a client project. Your sources, rules and report are agreed with you during the analysis.
Built with tools you may already have
If you use Microsoft 365, Power Automate collects and reconciles the data and Power BI presents it. Where an older program has no API, UiPath works through its screens, and n8n suits teams that want to host it themselves. We choose after the analysis, based on what you already run.
- Power BI (opens in a new tab)
Presents the data as a report that refreshes itself and can be filtered by everyone who needs it.
- Power Automate (opens in a new tab)
Pulls data from Microsoft 365 and connected systems on a schedule and starts the refresh.
- Microsoft Teams (opens in a new tab)
Where the report lands each week, and where the person responsible gets the records set aside.
- UiPath (opens in a new tab)
Exports data from programs without an API, the way a person would.
- n8n (opens in a new tab)
The same flows on a server you host yourself, for teams that want to keep data in-house.
- Make (opens in a new tab)
Connects cloud apps such as a CRM or a web shop when the data lives outside Microsoft 365.
Common questions
Do we need Power BI?
No. If your team works in Excel, the automation can fill an Excel file or a SharePoint list instead. Power BI is worth it when several people need to filter the same data in different ways.
Our data is in a system without an API. Does that rule it out?
No. A software robot can export the data through the program's own screens, the way a person would, and the rest of the flow stays the same.
What happens when the figures do not match?
You decide that when we design the flow. Usually the report still goes out, and the records that did not reconcile go to a person, with the reason they were set aside.
How long does it take?
A quick pilot takes 1–3 weeks and a simple implementation 2–6 weeks. Larger projects are developed iteratively.
Want to see where your time actually goes?
Send us the process that holds you back most. We will tell you whether automating it is worth doing, and how long it would take.