Finance and ops Data pipeline Monthly reporting

The monthly report that builds itself.

Three exports go in. One P&L with a green, yellow or red light per client comes out. Click a red number and it shows you why.

Revenue, timesheet hours and ad spend. Reconciled onto one client, every month.

1

Three exports arrive

Revenue, hours and ad spend. Read-only.

2

Reconciled onto one client

Three spellings of a name become one.

3

Margins run in code

Gross to delivery to net. Tested functions.

4

Traffic light per client

Green, yellow, red. Each one explains itself.

Every red number shows its math

Revenue minus spend minus labor minus overhead. No black box.

The problem

Rebuilding the same report by hand eats a day every month.

Someone exports revenue from accounting, hours from the time tracker, spend from the ad platform. Then they paste it into one sheet and hope the client names line up.

It works until you have twenty clients. Then it is slow, and one bad match hides a client that is quietly losing money.

This build does the reconcile and the margin math in code, and shows its work, so you can trust the number before you act on it.

  • Reconciled across systems. Three spellings of a client become one.
  • Margins in code. Every net number breaks down to revenue, spend, labor and overhead.
  • Red rows explain themselves. One click shows what moved and why.
Try it live

Run a month, then click a red client.

Pick any month, watch three exports reconcile onto one client, then open a red row to see the margin math. Simulated data, real engine.

This runs the same engine I would build for you. Switch months and poke at the numbers.

Want this running on your numbers?

Tell me which systems your revenue, hours and spend live in. I will reply with the fastest honest way to automate it.

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