Weekly board reports, P&L digests, marketing dashboards — generated from your data, written in your voice, delivered to your inbox at 8am every Monday. No more spreadsheet hell on Sunday nights.
If your week ends with a spreadsheet at 11pm and starts with the same one at 7am, you're who we built this for.
Three to six hours a week pulling numbers from five tools, formatting them in slides, writing the same commentary you wrote last week — with new figures and the same conclusions.
Your dashboards say one thing. Your reports say another. By Wednesday everyone has a different version of reality. Meetings turn into arguments about whose number is right.
By the time the report lands, the moment to act is gone. The rep who needed last week's funnel data now has next week's problem. The CEO sees yesterday's news.
An illustrative weekly board report — modeled on the structure of a typical SaaS board update. Generated automatically from sources like BigQuery, Stripe, and HubSpot, written in a founder's voice. Numbers and company details are fictional.
Revenue is climbing on Pro tier traction; two enterprise deals stalled in legal; churn ticked up by half a point — small but worth watching. Below: the numbers, the why, and three things that need your eyes this week.
The Pro tier launch playbook from week 38 continues to drive most of the new MRR. Pro now represents 62% of net-new revenue, up from 48% last quarter. The lifecycle re-engagement we shipped two weeks ago has paid for itself: $89k in surfaced expansion revenue from accounts that were sitting cold.
On the sales side, Mira's West Coast SaaS pipeline is the standout — three closed-won deals worth $182k combined, and her response time on inbound is now under 4 minutes median, down from 38 minutes a quarter ago. The lead routing automation is the obvious driver here.
Churn moved in the wrong direction. Five accounts churned this week — three of them ($47k ARR combined) cited the same reason: they couldn't get our DPA approved by their procurement teams in time. We've been hearing this for six weeks. It's worth a real conversation about updating the standard DPA template.
The two enterprise deals in legal review have been there for 17 and 23 days respectively. Both are blocked on the same redlines around indemnification language. Recommend pulling Sarah from outside counsel into a 30-min call this week.
Webforms continue to dominate but partner referrals are punching above their weight on conversion — 5 of 21 already in active sales conversations, vs the webform baseline of 12%. Worth investigating whether to double partner-comms budget next quarter.
Six things you get with every auto-reports engagement. Real templates, real data, real narrative.
Weekly board, monthly P&L, marketing performance, sales pipeline, ops health, customer success — whatever cadence and format you currently use, codified into reusable templates.
BigQuery, Snowflake, Postgres, Metabase, Looker, GA4, Mixpanel, Stripe, HubSpot — pulled live, not screenshotted from yesterday's dashboard.
Trained on your existing reports, your tone, your level of detail, your jokes (sparingly). Not GPT-flavored corporate gloss. The reader doesn't know it wasn't you.
Why the number moved, not just what it moved to. Comparisons against last period, plan, and forecast. Outliers flagged with hypotheses. Things-that-need-you separated from things-handled.
Each chart links back to the live data source. Click a number, see the underlying query and rows. No more "where did this come from?" — every figure is auditable.
Slack, email, or printed PDF. Mondays at 8am, end-of-quarter, on demand — wherever and whenever you want to read. We work around your calendar, not the other way around.
Pulled live from your warehouses, dashboards, and SaaS tools. Reconciled and normalised before anything else.
Compared, contextualised, outliers flagged. Models surface what's actually moving and why.
Trained on your past reports. The tone, structure, and depth match what you'd write yourself.
Email, Slack, or PDF. Every figure is auditable — click and see the underlying query and rows.
A living catalog of every recurring report. Subscribers, cadence, sources, last-delivered status. Click any one to see history, edit recipients, change cadence.
We pull from the warehouses you already use. Templates live in your repos. The narrative model is tuned, not trained on your data — nothing leaves your tenant.
Saved on weekly board prep at one Series B SaaS company. Founder's Monday morning went from "spreadsheet hell" to "read, react, ship." Not a spectacular metric, but it compounds — that's 200+ hours a year of founder time back.
Reports are only as good as the data flowing into them. Most clients pair auto-reports with our integrations work — clean pipelines feeding clean reports.
Turn the polished reports into PDFs, board packs, or investor decks — generated, formatted, signed off, sent. No designer needed.
Once reports exist, an agent makes them queryable. "How did Q3 paid look in 2024?" — answered with the actual numbers and a citation to the report it came from.
The free audit includes a sample report draft generated from your data — your voice, your sources, your numbers. You see the deliverable before you commit. No obligation either way.
Book the audit →