Automation & Data Operations

Stop building reports.
Start acting on them.

We automate the reporting, invoicing, and system-to-system plumbing that your team shouldn't be doing by hand. Free pilot, monthly pricing, walk-away anytime.

Let's talk

The Monday morning problem

Hours every week pulling data out of one system and pasting it into another. Invoices raised by hand. Receipts forgotten. Reports that take half a day to produce. These are the problems we solve.

Reports take hours, not minutes

Someone exports from one system, opens Excel, cross-references with another, formats it, emails it. Every week. That's not analysis — it's admin.

Systems don't talk to each other

Your booking system says one thing, your accounting package says another, and the spreadsheet says something else. Nobody trusts the numbers.

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Invoices and receipts by hand

Manually raising invoices, chasing payments, sending receipts. Things get missed, duplicated, or forgotten — and every mistake costs time or money.

Decisions based on stale data

By the time last week's numbers are ready, the window for action has closed. You need information on demand, not once a week after a rebuild.

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Agencies charge a fortune for changes

Need a new report or a tweak to an existing one? That's a discovery call, a statement of work, and a £5k invoice. Every time.

👤

One person holds all the knowledge

When your one data-savvy person is off sick, everything stops. The process lives in their head, not in a system anyone else can run.

Three steps.

01

Pilot

Tell us what's eating your team's time. We pick one process and build it — free. You see working output within the first week or two.

02

Build

If the pilot works, we move onto the monthly plan and build the rest of your automations. Working output, not a deck about what we plan to build.

03

Run

Reports arrive in your inbox. Invoices get raised. Receipts go out. Data flows between systems without human intervention. You get on with running the business.

What we do

Reporting Automation

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Custom reports built from your live data — delivered automatically by email or dashboard on the schedule you need. No more Monday morning Excel marathons.

  • Sales, stock, or financial reports by location, channel, department
  • Daily, weekly, or on-demand delivery
  • Multi-source consolidation (ERP, POS, ecommerce, accounting)
  • Branded PDF + CSV attachments
  • Backdating and ad-hoc reruns when you need them

Invoicing & Billing Automation

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End-to-end invoicing pipelines that connect your booking system, rate table, and accounting package — so invoices go out correctly-themed every time, receipts follow automatically on payment, and nothing gets double-billed or missed.

  • Booking system to Xero / QuickBooks pipelines
  • Branded client-receipt emails with PDF attached
  • Payment reconciliation + overdue digest
  • Multi-payment-method branding themes
  • Idempotent by design — no double invoicing, ever

System Integration

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Connecting your booking, ERP, ecommerce, and finance systems so data flows automatically. No more copy-pasting between tabs.

  • Acuity, Calendly, Square, Shopify, Xero, QuickBooks, Google Sheets, Gmail
  • Webhook and scheduled sync
  • Custom API integrations where no connector exists
  • Real-time or batched, whichever suits the data

Data Migrations

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Clean, complete migrations between platforms. Customer records, product catalogues, transaction history — moved accurately with full validation and reconciliation.

  • Legacy POS to Shopify / Square / Lightspeed
  • ERP platform transitions
  • Customer data cleansing and deduplication
  • Full validation and rollback plan

Ongoing Support & Optimisation

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Systems need care. We monitor, maintain, and improve your automations as your business evolves. New report needed? It's included, not a new project.

  • Error-handler workflows on every production flow
  • Report updates and new builds
  • Platform update management
  • Priority email support
  • Quarterly review and recommendations

We prove it works
before you pay.

We build your first automation as a free pilot. If it saves you time, pick a monthly plan. If it doesn't, walk away. No invoice, no awkward conversation.

Start here
Pilot
Free
1–2 weeks, no commitment
  • One automated report or workflow
  • Built with your live data
  • Runs live for the trial period
  • No contract, no credit card
Book a pilot
Enterprise
Custom
Scoped per project
  • Unlimited reports and sources
  • Data migrations included
  • Dedicated account manager
  • Custom integrations & API work
  • SLA-backed support
  • Signed DPA & on-site setup
Talk to us

How we compare

The real cost of getting your data right.

Option Annual cost Setup time Custom to you?
In-house data analyst £45,000–55,000+ 3–6 months to hire & onboard Yes, but single point of failure
Generic analytics platform £1,200–4,000 Days No — templated dashboards only
Traditional agency project £15,000–50,000+ per project Weeks to months Yes, but no ongoing support
Tally Digital £9,000/yr — free pilot first 1–2 weeks Yes — built for your business, risk-free

You don't need a full-time hire
for a part-time problem

Most small-to-medium businesses need 5–15 hours a week of reporting and data work. That doesn't justify a £50k headcount. Here's why we're the better option.

01

Fraction of the cost

A junior data analyst costs £35–45k in salary alone. Add NI, pension, equipment, management time, and you're at £50k+ real cost. Our Growth plan is £9k/year.

02

Live in weeks, not months

Recruiting takes 3–6 months. Onboarding takes another 3. We deliver working automations in 1–2 weeks because we already know the platforms you're running.

03

No single point of failure

When your one data person is ill, on holiday, or quits, everything stops. We're a service, not a person. Your automations run regardless, with error handling on every flow.

04

We already know your stack

Shopify, Xero, Acuity, Google Workspace, Gmail/SMTP, ERP systems, POS — we've built integrations across all of them. An in-house hire starts from zero.

05

Try before you commit

No 12-month contracts. No recruitment fees. No severance risk. If it's not working, you walk away. Try doing that with a new hire three months in.

06

Privacy by design

Sensitive fields are stripped at the ingestion boundary before they ever enter the pipeline. ICO registration in progress, DPA signed with every client. More on security →

Results, not promises

See a recent build in full technical detail — the problem, the solution, the architecture, and the hours recovered.

UK Therapy Practice — Invoicing Automation

Three-system juggling collapsed into one form click

A solo therapist was spending 3–5 hours a week reconciling bookings, rates, and payments across Acuity, Xero, and a Google Sheet — with recurring errors and forgotten receipts. We built a pipeline that cut the weekly workload to five minutes and made double-invoicing structurally impossible.

~196 hrs
Reclaimed per year
~£15k
Equivalent working capacity
0
Double invoices since go-live
5 min
New weekly workload
Read the full case study

Tell us what you're doing manually.
We'll automate it — on us.

No decks. No proposals. Just a conversation about what's eating your team's time, then we build it. You only pay if it works.

Start a conversation