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REPORTING

Your team analyzes. The report updates.

We connect sources, clean the flow and build reports that management can trust without waiting for manual consolidation.

Review my reportSee how it works
  • ✓ Built around your process
  • ✓ Clear scope and handoff
BEFORE
Excel3 versions
9
Email9 unanswered
PDF
Fileswhich one works?
AFTEROwned by your business app.yourcompany.com
Your company

Summary

Jan — Jun
Sales$1,248,000
↗ 8.3% vs. previous period
Delivery #284 Ana
Completed
Delivery recorded
Plan achieved96%
of plan
AI assistant
June sales?10:31June: $288k10:32 ✓✓
TrendJun · 288k
168182175219216288JanFebMarAprMayJun
By branch
North 60%Central 40%
Built around your needs
On your phone, too.The same information,
wherever you are.
app.yourcompany.com
Your company
ReportsSales$1.248 M96% of the sales plan Report up to date
Built around your needs

Interactive example with fictional data. Demo amounts are in MXN.

THE STARTING POINT

A dashboard only helps when the process behind the data is controlled.

01

Files to consolidate

Each reporting cycle starts with gathering and copying data.

02

Conflicting numbers

Different dates, identifiers or definitions produce different totals.

03

Late answers

Management waits for preparation before reviewing the business.

WHAT WE BUILD WITH YOU

Connected sources, consistent preparation rules and a report your team can check.

01

Source connections

Bring together the required spreadsheets, exports and accessible systems.

02

Validation rules

Check dates, duplicates, identifiers and totals before publishing.

03

Management reports

Build useful Power BI or web views around decisions your team makes.

04

Refresh and exceptions

Define update frequency, ownership and what happens when a source fails.

A RELATED REAL PROJECT

See the problem, approach and result.

A DEFINED FIRST VERSION

Start with something you can check.

  1. 01

    Map the process

    Review users, data, exceptions and the result you need.

  2. 02

    Agree on scope

    Define the first workflow, connections, recurring costs and acceptance criteria.

  3. 03

    Build, test and hand over

    Verify the agreed workflow with your team and provide access and operating documentation.

WHEN IT HELPS

A useful starting point.

Recurring reports that combine several sources and use repeatable business definitions.

KEEP THE SOLUTION PROPORTIONAL

Before building more.

A dashboard cannot fix missing source records. We first identify which data needs to be captured or corrected.

BEFORE WE START

Questions worth asking.

Do I have to stop using Excel?

No. Excel can stay where it helps. We remove the manual consolidation and fragile handoffs around it.

Do I need Power BI?

Not always. Power BI is useful when the data flow, definitions and refresh are ready.

Does this apply to smaller teams?

Yes, especially when leadership depends on the report every week or month.

Can you connect data sources?

Yes. We can connect files, databases, forms, exports and other sources when access is available.

How long does the diagnostic take?

Usually 30 minutes to map the report, sources, pain and first automation step.

Who owns the platform?

The project is delivered with the agreed code, accounts and data under your business control. Scope, access and handoff are defined in the proposal.

Are there ongoing costs?

Development, operation and optional support are separate. Hosting, third-party licenses, storage or AI usage may have recurring charges; these are identified before you commit.

START WITH YOUR PROCESS

Tell us how your team works today.

What you do manually, who is involved and what result you need. That is where we start defining the solution.

Review my report

Find the right starting point.

Internal softwareProcess automationReportingDecision supportCalculate report preparation effort

Datomatico · Custom platforms, automation and reporting.
Project lead: Carlos De León · Updated .