Reporting Automation
Connect your data sources and generate structured reports automatically. Reduce manual assembly, formatting errors, and end-of-month stress cycles for your team.
Monthly reporting shouldn't take days
For most small advisory or asset management firms, monthly and quarterly reports are assembled by hand — pulling figures from multiple spreadsheets, formatting them in Word or PowerPoint, and checking for consistency. This takes hours per cycle, is error-prone, and scales poorly as your client base grows.
We automate the assembly. The data flows in, the report is generated, a human reviews it, and it goes out. You control every step.
Hours lost per report cycle
Manual assembly of multi-source data into consistent layouts every month or quarter.
Formatting errors and inconsistencies
Different team members produce slightly different reports. Version control is manual and fragile.
Doesn't scale with client growth
Adding five more clients means five more reports — produced the same slow, manual way.
What you receive at the end of the engagement
Concrete, documented outputs — not vague "AI solutions."
Automated data ingestion from your data sources (Excel, SharePoint, CSV, API)
Report template mapped to your existing format and branding
Automated PDF and/or Word output with consistent formatting
Human review dashboard — review, edit, and approve before distribution
Audit log of every generated report — who approved, when, what data version
Full technical documentation and team handover session
How we build it together
Audit & Scope
We map your current reporting workflow, data sources, and output requirements. You receive a written audit report and scope proposal.
Build & Test
We build the pipeline, map your templates, and test with real data. Iterative review cycles with your team to ensure accuracy.
Handover & Training
Live system handed over with full documentation, team training, and a defined support window for initial operation.
Controls built into the workflow
No automation runs without defined data governance from day one.
Data stays in your environment
All report data is processed in your own infrastructure or a defined private environment — not sent to third-party AI services.
Human approval before distribution
Every generated report requires a designated reviewer to approve before it can be sent to clients or stakeholders.
Full audit trail
Every report version is logged — who generated it, what data was used, who approved it, and when it was distributed.
Typical project timeline
Ranges vary based on data source complexity and number of report templates.
Transparent, project-based pricing
No hourly billing surprises. We agree on a fixed scope and fee upfront.
Full implementation: CHF 8,000–20,000 depending on scope and data complexity
Get an estimate — book a callInterested in automating your reporting?
Book a 20-min intro call. We'll discuss your current reporting workflow and what automation could realistically save you.