Live demo, reporting pipeline
The monthly close that builds itself.
Revenue, hours and ad spend from three systems, reconciled into one P&L with a light per client. Click a red row to see why.
Simulated agency data. The merge and the math are real.
Three systems in
Run the close
Pick a month and run it. The demo reads three read-only exports, reconciles them onto one client, and computes the P&L in code.
Pull sources
3 read-only exports
→
Reconcile & match
one client, three systems
→
Compute the P&L
gross to delivery to net
| Client |
Revenue |
Labor |
Ad spend |
Net margin |
Light |
3-mo trend |
Simulated agency data. In production this reads QuickBooks, ClickUp or Sheets, read-only, and never writes back.
Ask about these numbers
The margins come from code. The model only reads the finished report and answers from it. It cannot invent a number that isn't there.
How it works
Three exports, one P&L
The reconcile and the margin math are plain, tested functions, deterministic and repeatable. The model is only involved when you ask a question.
In your business
Where this plugs in
Your real systems
Read-only connections to QuickBooks or Xero, ClickUp or Harvest, and your ad platforms. It pulls, it never writes back.
Sent on close
When the month closes, the report lands in Slack or your inbox, with the at-risk accounts flagged up top.
Matches your books
Merged revenue ties back to your accounting total, so the numbers line up before anyone trusts them.
Built with
Node ETL (pure functions)
Deterministic reconcile and margin engine
Gemini for Q&A only
CSV export
Read-only by design
Spending days on a report you rebuild every month?
Tell me which systems your numbers live in. I'll wire the pull, the reconcile and the traffic light.
Get in touch →