The weekly numbers assembled from the systems you already run, instead of someone rebuilding a spreadsheet
Most businesses already have the data. What they lack is the hour every week someone spends pulling it into a sheet. A reporting agent does that pull on a schedule, writes the summary, and flags what changed, with the query it ran shown alongside so the number can be trusted.
What we build
- Scheduled reports from your accounting, CRM, scheduling and operations systems
- A short written summary of what moved and why, next to the figures
- Dashboards only where a dashboard is what you would actually look at
- Forecasts where the history justifies one, and a plain statement where it does not
What you keep
- Every data source and every query documented
- A data dictionary so the next person knows what each column means
- The report schedule and the delivery channel you chose, set up and handed over
Where it shows up
- Trades and home services
- Jobs booked, completed and invoiced this week, by technician, with the outstanding balance list
- Professional services
- Billable hours against budget per engagement, and the receivables that need a call
- Churches and nonprofits
- Giving against budget, attendance trends, and the grant reporting figures in the funder's format
Guardrails
We treat an agent that can act as a production system, because it is one. Every agent we deploy has these four things.
- Defined task boundaries
An agent does the job it was built for and nothing adjacent. The boundary is written down before it runs.
- An audit log
Every action the agent took, with what it saw and what it decided, in a log you can read.
- A human approval step
Anything that touches money or customer records waits for a person to say yes.
- A rollback path
If it goes wrong, there is a known way back, tested before launch, not improvised after.