Example 1
Automate monthly reports
Figures from accounting and planning have to be assembled every month. We connect the sources and set up scheduled updates with data checks.
Your business figures, in one place.
We build reporting around your business decisions, from metrics and reporting responsibilities to analysis. Effort and expected benefit determine the scope. Reporting time and data quality show what improves.
Book an initial callWhere we can help
Three examples show how we build reporting around your business questions and workflows.
Example 2
Manage project performance
Revenue is visible, but hours and costs sit elsewhere. We bring them together for each project and compare actuals against the plan.
Example 3
Set up reporting routines
Departments use different metric definitions, making coordination difficult. We agree what each team reports, who is responsible and how the figures inform review meetings.
Your questions shape the reporting.
A fictional example shows how we extend reporting around a team’s requests, including their own Excel template.
A request from the team
Can we bring the accounting and planning figures into one view?
Monthly reportJune · € thousands
Illustration with fictional data- Revenue
- 126
- Direct costs
- 93
- Contribution
- 33 26.2 % Margin
Revenue
January to JuneActual
JanFebMarAprMayJun
Accounting
Planning
Project time
How we build your reporting
We establish which decisions your reporting needs to support. These determine the scope, effort and measures of success.
Define decisions
Together, we record the questions your reporting needs to answer and agree which metrics and reports are required.
Agreed metricsCheck sources
We check data quality and existing tools. Effort, expected benefit and responsibilities determine what we change.
Assessed implementation planBuild reporting
We adapt reporting processes and views, connect data sources where needed and check the results against the source data.
Reconciled reportingReview in daily use
We establish reporting and review schedules. With your team, we measure reporting effort and data quality and check whether the reports support decisions.
Assessed benefit
Questions about working together
We first check how to obtain data from your existing accounting system and what limitations apply.
Metrics and calculations use explicit, verifiable rules. AI may help draft explanations or interpret unstructured information. Numbers remain traceable to their sources.
Reports show when the data was last updated and highlight missing information. Missing values must not silently become zero. We assign responsibility for failed imports.
Let’s talk about your business.
In your first call with Jannis, you’ll discuss what takes too much effort, what’s missing and where improvements could help. You don’t need a finished brief.
30 minutes · Free and without obligation
Your first call with Jannis
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