Management reporting that builds itself
Management accounts, revenue by channel, customer and SKU, margin, inventory and demand-planning reports: automated, reconciled and delivered on schedule.
Who it’s for
- Month-end means days of exports, spreadsheets and manual reconciliation.
- You lack a reliable multi-channel sales history when planning purchasing.
- Different reports produce different totals, and confidence in the numbers suffers.
What you get
- Monthly management accounts
- Revenue by channel, market, customer and SKU
- Margin analysis
- Inventory and demand-planning reports
- Scheduled distributionReports arrive automatically; no one has to build them.
- Drill-down dashboardsFrom the headline figure to the transaction behind it.
How it works
- Define the reportingStarting with the decisions your leadership makes every month.
- Connect the dataFrom finance, inventory and sales systems.
- ReconcileTotals validated against source systems before anyone relies on them.
- Deliver on scheduleBy email and in dashboards built for drill-down.
One version of the truth
The most costly reports are those that arrive late or contradict each other. When finance, inventory and sales data flow from one reconciled source, the totals agree, and leadership can see a complete sales history for every product, in every channel and market, before committing to the next purchase.
In production
A sales reporting platform we run provides full historical sales for every SKU across wholesale and marketplace channels, to drive more accurate forward purchasing.
Related services
Questions we’re often asked
Which systems can you integrate with?
Any system that holds your data: ERP, inventory and warehouse management, finance, payments, marketplaces, e-commerce, CRM, content management, analytics, in-house databases and spreadsheets.
We integrate through each system’s API where one exists, and through its database or file exports where it doesn’t.
What are typical delivery timescales?
Timescales depend on scope, from a single integration to an enterprise platform. The systems assessment establishes a clear, agreed plan.
Delivery is iterative, so working capability reaches production early rather than waiting for a single launch.
How is an engagement priced?
Every engagement is priced individually, based on the value it delivers to your business and the scope involved, and kept affordable. The initial 30-minute consultation is complimentary.
Who owns the platform and the data?
Your data is always yours, and can be exported at any time.
Components engineered specifically for you are yours once paid for. Proven components we reuse across engagements, such as our system connectors, remain ours, and you receive a perpetual licence to use them within your platform.
Should you ever move on, we hand over your data and the code built for you.
Arrange a complimentary systems consultation
Thirty minutes with our senior team to map your landscape and identify where integration, data and AI will deliver the greatest return. No obligation.