The figures arrive, the meaning doesn't
Your accountant, your bank and your till already send you figures. Cross-checking them every month to find out what they mean is a job nobody has time to do.
Reporting · the monthly management report
Your margin and your cash, explained every month, in plain English.
Every month, a written management report that says where your business stands, connected to your bank, your till and your accounts. It builds on the dashboard and the Monday report of the reporting service: a text that says what matters this month, and why.
Book my free scoping call
A written management report every month, reviewed before it goes out
30 days of fine-tuning
Data under contract
This is for you if…
Are you steering without a finance director?
You find out after the event
A margin slipping on one range, cash getting tight: by the time you notice, the decision comes too late.
A finance director, neither the time nor the budget
Hiring a finance director makes sense above a certain size. Below it, either you do that work, or nobody does.
What you receive
A written management report, every month
- Where the month stands: turnover, gross margin and net margin, compared with last month and with target, on one page.
- Cash: balance, trend, break-even point, and the risk identified for the next 30 days if there is one.
- Anomalies and alerts: every significant discrepancy found in your flows, before it becomes a problem.
- What has changed since last month, in plain language, with no raw table to decipher.
- A review with me every quarter: going back over the quarter, questions, adjusting the alerts.
99.6%
On my own e-commerce business, the management report was checked at 99.6% (267 out of 268). Every report is read by me before it goes out. That's a measurement on my own ground, with no generalised guarantee.
The price
How the price is set
The copilot is sized to the number of sources and companies to connect. The free scoping call takes stock of them, then I hand you in writing the firm price of the setup. The monthly report then runs as a subscription, cancellable with 30 days' notice; its price is handed over with the setup price.
The scoping call
Free 30 minutes
Your sources reviewed, then the firm price of the setup and the subscription in writing, valid for 60 days
Firm price of the setup and the subscription handed over in writing after the scoping call, valid for 60 days, before you commit to anything.
Do you run several companies? The report is consolidated across them, and the scope is costed at the scoping call. See the offers
Book my scoping callFrequently asked questions
What people ask me before signing
I don't have a finance director, how does this work with my accountant?
You keep your accountant: the copilot reads their data (and your bank's, and your till's), it does not produce your accounts. It does the monthly cross-check a finance director would do, and you have nothing to interpret on your own.
Who checks what the AI writes in the report?
Every report is generated automatically, then read by me before it goes out. No report leaves without that check. Accuracy is measured: on my own e-commerce business, the management report was checked at 99.6% (267 out of 268). That's a measurement on my own ground, with no generalised guarantee.
Can the copilot act for me, for example make a transfer?
No. The copilot alerts, it executes nothing: no transfer, no account freeze, no order placed on your behalf. Every sensitive action stays behind your own authentication, exactly as on any ordinary business bank account.
Why isn't the price published?
Because it depends on how many sources need connecting (bank, till, accounts) and how many companies need consolidating. The scoping call is free, and the firm price of the setup and of the monthly subscription is handed to you in writing, valid for 60 days, before you commit to anything.
I run several companies, how is that costed?
The report is consolidated across your companies: each activity separately, and the whole picture at a glance. The scope is costed at the scoping call, and you then decide company by company or as a block.
What if you knew where your margin was going, before your accountant did?
30 minutes on the phone to see what the copilot can bring you, free of charge. Or count your lost hours in 30 seconds.
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