Technology Services

One Number.
One Meaning.

The hard part of reporting is almost never drawing the chart. It is getting the numbers from different places to agree on what they mean. We do that part first, then build the report on top of it. Try it below.

Someone builds this report every Friday.

Tap to compare
This week’s exports

North store

spreadsheet
  • N-101Martínez Landscaping$1,240.00
  • N-102Whitfield HVAC$380.00
  • N-103Ruiz Bakery$95.50
  • N-104Coastal Supply$612.25

South store

register export
  • S-2201martinez landscaping$410.00matched
  • S-2202Harbor Hardware$88.19
  • S-2203Ruiz Bakery$240.00

Online orders

web export
  • W-9001Riverside Lumber$1,050.00
  • W-9002Whitfield HVAC$175.00
  • W-9002Whitfield HVAC$175.00duplicate, removed
  • W-9003Okafor Buildersto a person

Sample exports from fictional businesses. Switch an export off, or enter the missing amount, and the report rebuilds.

Week of September 1 to 5
Revenue this week$4,290.949 orders
By source
Top customers

Tap a bar or a customer to see the rows behind it.

Needs a person
W-9003 Okafor Builders, amount is blank
rows combined
11
to build
1.4s
for a person
1

One report, built the same way every week. The duplicate is gone, the names match, and the blank order waited for a person.

What Makes It Trustworthy

A Number You Can Defend

A report is only useful if someone can challenge a figure and get a straight answer. These are the four properties that make that possible, and they are worth more than any amount of visual polish.

Defined

Written down in plain language: what counts, what is excluded, and as of when. Agreed with you before it is built, not inferred afterwards.

Traceable

Any figure can be followed back to the source records that produced it, so a disagreement is a question with an answer rather than an argument.

Current

Refreshed on a stated schedule, with the timestamp visible. A dashboard that does not say how fresh it is invites people to assume the worst.

Reconcilable

It agrees with the systems of record where it should, and where it deliberately differs, that difference is documented rather than discovered.

We would rather ship a plain report that survives scrutiny than a polished dashboard nobody trusts twice. If the underlying definitions cannot be agreed, we will say that is the blocker rather than building on top of it.

Ready to Scope

Which Number Does Nobody Agree On?

Tell us the figure that changes depending on who produces it. We will find out why, agree what it should mean, and come back with a scope and a number.

What Is and Is Not Included

A reporting engagement covers the sources, figures, and outputs we agreed on. These boundaries come from our Terms of Service and apply to every technology engagement.

Included in a scoped build

  • Discovery, definition workshops, and a written scope
  • Connecting the agreed sources and building the pipeline
  • Historical backfill and consolidation where scoped
  • The agreed reports, dashboards, or scheduled outputs
  • Written documentation of every definition and its lineage
  • Credential turnover and handoff instructions

Not assumed unless agreed in writing

  • Correcting or cleaning data that is wrong at the source
  • Ongoing monitoring, maintenance, or support after handoff
  • Acting as your analyst or interpreting results on an ongoing basis
  • Sources or figures outside the agreed set
  • Legal, tax, accounting, privacy-law, or regulatory advice
  • Warehouse, BI platform, or query-volume charges

Reporting exposes data-quality problems rather than fixing them: if two systems genuinely disagree because one of them holds bad records, consolidating them makes that visible but does not repair it. Cleanup is real work and is quoted separately when it is needed.

How Reporting Is Priced

Work is priced by scope, not by the hour. You get a written scope with a fixed price before anything starts, and larger builds are split into milestones. The ranges below show where engagements typically start. Note that warehouse and BI platform costs continue for as long as the reporting runs.

EngagementWhen it fitsInvestment
Fit CheckYou know the work hurts, but not yet what to build, or whether to build anything: 30 minutes to find out.Free
Quick Win AutomationOne tightly bounded problem with a clear finish line.From $1,500
Core Automation or Integration BuildWorkflows and system connections the business runs on, priced in a written scope.From $5,000
Operations Automation PartnershipAfter a build: monitoring, maintenance, vendor and API changes, and small improvements.From $750 / month
Third-party costsWarehouse, BI platform, and query or storage charges, which continue while it runs.Customer-paid directly

Your first payment is due before work starts, and each later payment when your written scope sets it. Final files, credentials and the handoff may be held until everything due is paid. If we find the actual scope differs materially from what was described, we stop and give you a revised estimate before doing the additional work.

Hosting, domains, licenses, subscriptions, and processing fees stay in accounts you own and are billed to you directly by each vendor whenever practical. Where we must place an approved charge on your behalf, that amount is collected before we incur it.

See all pricing

After the Build

Every build ends with documentation and a handoff, so your team can run it. If you would rather not, a monthly partnership covers monitoring, vendor and API changes, and small improvements under its own written agreement.

See Partnership Levels