The accelerators
Automation and reporting
Process automation for SMEs connects your tools (Microsoft 365, ERP, accounting) to eliminate double-entry and keep data reliable.
Your team enters the same information in two or three different systems. The monthly report for leadership is an Excel file only one person knows how to build. And by the time you decide, your numbers are already 15 days old. This is work nobody enjoys, and it blocks decisions. We automate the repetitive entry and surface your numbers live.
First Power BI dashboard live within 3 weeks of data source access.
What we do
- Mapping of high-volume repetitive processes (data entry, follow-ups, reconciliations).
- Automation on Power Automate, Zapier or direct API integrations.
- Power BI dashboards connected to your real sources: ERP, CRM, accounting.
- Business indicators tracked continuously, not at month-end.
- Documentation and team handover for progressive autonomy.
Who it's for
For SMEs where part of the team spends too much time clicking, copying and consolidating. You want your numbers live, without waiting for the report owner to find time. Especially useful in finance, sales, operations, purchasing.
How we work
- 01
Diagnostic
Which repetitive processes, which sources, which critical indicators.
- 02
Build
Connected automations, first dashboard within 3 weeks.
- 03
Adoption
Training, documentation, access handover, 60-day check-in.
Common questions
We already have Excel and it's enough for us, no?
How long before someone in-house can maintain the dashboard alone?
What if our data lives in 5 different systems?
Let's identify what to automate
Data entry, reports, reconciliations. One call to spot the quick wins.
Book the call