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Reporting and data integration for small businesses

Most small businesses already have the data to answer their questions. It's spread across the accounting system, the CRM, a booking tool and a few spreadsheets, and nobody has time to stitch it together every week.

We connect those sources, clean up the data, and build reports around the questions you actually ask. Who are our best customers? Which jobs make money? Where do our enquiries come from?

What we build

Dashboards and reports

Sales, cash flow, job profitability or team performance on one screen, refreshed automatically. Built in Power BI, Looker Studio or as a custom web dashboard.

Data integration

Pulling data out of the systems you use, through their APIs or exports, and joining it so the numbers agree across every report.

Data warehouses

A central database that holds your business data in one consistent shape, with history kept. Sized for a small business, not an enterprise budget.

Website and marketing tracking

Analytics, conversion tracking and campaign tags set up properly, so you know which channels bring in enquiries.

Data cleanup

Duplicate customers, inconsistent product names and broken spreadsheet formulas fixed at the source, so reports stop disagreeing.

Scheduled reports

Weekly summaries sent to the people who need them, instead of someone exporting and formatting them by hand.

Tools we work with

Power BI Looker Studio Excel Google Sheets SQL Xero Google Analytics Cloudflare Analytics APIs

From first call to handover

01

Start with the questions

We agree on the handful of questions the reports need to answer before touching any data. It keeps the build small and the reports useful.

02

Connect and check

We connect the sources, check the numbers against figures you already trust, and fix mismatches before anyone relies on them.

03

Ship and hand over clean

Everything lives in your accounts, with plain-English documentation. You can walk away or keep us on, your call.

Common questions

Do I need a data warehouse?

Probably not to start with. Plenty of small businesses get what they need from a dashboard reading directly from two or three systems. A warehouse makes sense once you're joining several sources, or need history your systems don't keep.

Power BI or Looker Studio?

If you're on Microsoft 365, Power BI is usually the better fit. Looker Studio is free and works well with Google tools. We'll pick based on what you already use and who needs to see the reports.

Why don't my reports match each other?

Usually because each one pulls from a different system, or uses a different definition of a sale, a customer or a month. We set one definition and build every report from it.

Can you set up analytics on my website?

Yes. We set up analytics and conversion tracking, then check it's recording what you care about, like enquiry form submissions and phone number clicks.

Tell us what you're trying to fix

We're a small team that takes on a limited number of projects at a time. If what you need sounds like what we do, let's talk.

Start a conversation

Gold Coast, QLD · Servicing businesses across Australia