Find out about the problem when it happens, instead of at the end of the month.
Someone on your team pulls the same numbers every week and pastes them into a report. Meanwhile, a low stock level or an overdue payment can sit unnoticed until it becomes a bigger problem.
We set up reports that run on a schedule and arrive by email or on a dashboard. We also set up alerts that notify the right team right away when a number crosses a threshold you choose.
Reports delivered automatically on your schedule
Real-time alerts for critical business events
Less time spent building reports by hand
Decision makers who always have current information
We note which sales, inventory, financial and operations reports your team builds by hand today.
Each report gets a frequency and a delivery point, whether that’s email or a dashboard.
Together we pick the conditions that need immediate action, such as low stock or overdue payments.
Each alert goes to the team that can act on it, so inboxes stay relevant.
We’ve automated business processes across many platforms, so we understand how to pull reports from the systems you already run. We focus on practical automation that delivers measurable ROI.
Any report based on data in your systems, including sales, inventory and financial reports and operational dashboards. We configure them to run automatically on your schedule.
Anywhere from hourly to monthly, depending on your needs. Real-time dashboards update continuously, and email reports typically run daily or weekly.
Start with low stock, overdue payment, large order and system failure alerts. Any threshold or condition that needs immediate action is a good candidate.
Yes. Different teams need different alerts. Sales might get customer alerts while operations gets inventory alerts. We configure routing so each team sees what’s relevant.
Tell us about your project and we'll get back to you within 24 hours.