Reports that write themselves, straight from your data.
Scheduled AI reports from your HubSpot, and a self-updating finance and revenue dashboard that connects your CRM, accounting and Workspace data and posts to Slack automatically. From £1,980.
You are paying skilled people to copy numbers between tabs.
The Monday pipeline review starts with someone rebuilding the same view by hand. The monthly numbers take a day to assemble, and by the time they land they are already stale. Finance lives in one system, the CRM in another, and nobody can see true profit, real margin or where the risk sits without a manual export and a spreadsheet. The questions that matter, what is my true margin, which client am I dangerously dependent on, what does the forecast actually say, take too long to answer to be useful. We are a Claude partner. This is work that should not need a human doing it every week, and with Claude connected to your systems, it does not.
Two tiers. Start with reporting, or go straight to the finance system.
Scheduled AI reporting
Each report is a tested Claude prompt that runs on a cadence against your live HubSpot data. Set it once, and it runs itself.
- Monday Pipeline
- MRR
- Monthly Revenue
Each one designed with you, tested against live data, QC'd before it goes live, and delivered on your agreed cadence, automatically.
Self-updating finance & revenue system
Claude connects HubSpot, your accounting system (for example FreeAgent) and Google Workspace into a Finance Director grade dashboard that refreshes itself and posts to Slack every month.
- True profit and real margin, visible in one place.
- Client-concentration risk surfaced automatically.
- A working forecast built from previously unforecastable pipeline.
- A monthly business valuation.
- Read-only on your own infrastructure. Zero manual work after setup.
Agree. Test. Connect. Automate.
Report discovery
We agree what each report needs to answer, where the source data lives and how you want the output.
Design and test
Each report becomes a tested Claude prompt, run against your live data and QC'd before anything is scheduled.
Build and connect
For Tier 1, we schedule the reports. For Tier 2, we connect HubSpot, accounting and Workspace, read-only, and build the dashboard.
Automate and hand over
The reports run on cadence and the finance dashboard refreshes and posts to Slack. After setup, it runs without you.
Running live, on real infrastructure.
Scheduled reporting
Recurring AI reports, Monday pipeline, MRR and monthly revenue, running on cadence against a client's live HubSpot.
The self-updating finance system
Our flagship case study. For the first time the client could see true profit and real margin in one place. Client-concentration risk was surfaced in minutes. A working forecast came out of a pipeline that had never been forecastable. It produces a monthly valuation, refreshes itself, and needs zero manual work after setup, all read-only on the client's own infrastructure.
13+ years in the HubSpot ecosystem. 100+ HubSpot rollouts. HubSpot Solutions Partner. Delivered senior, by Rikki and Emma.
Start small, from £1,980.
Covers an initial set of around three reports, and scales by the number of reports.
Scoped and priced after a discovery, because it depends on which systems you connect and what the dashboard needs to show.
Most teams begin with a few scheduled reports to prove the value, then move up to the full self-updating finance system when they want true profit, margin, forecast and valuation in one live view.
Is this right for you?
This is a good fit if
- You are paying skilled people to rebuild the same reports by hand every week.
- Your monthly numbers take a day to assemble and are stale by the time they land.
- You run HubSpot and want scheduled reports that answer real questions on cadence.
- You want true profit, real margin, a working forecast and a valuation in one live view.
- You are happy to start small with a few reports and scale up as they prove out.
This is not right if
- You are not on HubSpot, since the reporting reads from your live HubSpot data.
- You want us to take custody of your data rather than read it where it lives.
- You need a one-off manual report rather than something that runs itself on cadence.
- Your source numbers are not in a system we can connect to and read.
The finance system runs read-only on your own infrastructure. We connect to your systems, HubSpot, your accounting system (for example FreeAgent) and Google Workspace, to read and report, and HubSpot is connected through the official connector. We do not move your data or take custody of it, and nothing is exported or copied between systems. You open Slack and the current picture is there.
Questions we get asked.
Anything else, ask us directly. You will speak to a founder, not a form.
Speak to usHow much does it cost?
Scheduled reporting starts at £1,980 for an initial set of around three reports, and scales by report count. The full finance system is bespoke, scoped and priced after a discovery, because it depends on the systems you connect.
Is my financial data safe?
Yes. The finance system runs read-only on your own infrastructure. We connect to your systems to read and report, we do not move your data or take custody of it.
What does "self-updating" actually mean?
Once it is built, the dashboard refreshes itself and posts to Slack on a schedule with no manual work. Nobody exports, rebuilds or copies numbers between systems. You open Slack and the current picture is there.
Do I need the full finance system, or can I start small?
Start small. Most teams begin with a few scheduled reports from £1,980 to prove the value, then move up to the full self-updating finance system when they want true profit, margin, forecast and valuation in one live view.
What access do you need from us?
Read-only access to the systems the reports draw on: HubSpot through the official connector, plus your accounting system and Google Workspace for the full finance system. We agree the scope with you, and the connection stays read-only throughout.
How long does it take to set up?
Scheduled reports move quickly: we agree what each report needs to answer, build and test it against your live data, QC it, then schedule it. The full finance system is scoped after a discovery, because the timeline depends on which systems you connect.
Who owns it after handover?
You do. It runs on your own infrastructure, read-only, and after setup it runs without us. There is no open-ended dependency: the reports and dashboard are yours.
Connect it with the rest of the system
All AI-leverage →Stop paying people to copy numbers between tabs.
Have your reports write themselves, and a finance dashboard that shows true profit, margin and forecast, refreshed automatically and posted to Slack.