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Reporting and operational data

We join CRM, accounting and operational records into reporting that management can rely on, and give teams secure AI access to ask questions of their own data. Most of the work is agreeing what each number means and reconciling the systems behind it.

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When this is worth doing

  • Group reporting means exporting from several systems and reconciling a spreadsheet.
  • Sales figures in the CRM and revenue in the accounts tell different stories.
  • Each business unit or brokerage has its own account, and nobody sees the whole.
  • You want to ask questions of your data without waiting for a report to be built.

What we build

Join CRM, accounting and operational records, and make campaign activity easier to assess. We build reporting, data pipelines and secure AI access so teams can ask useful questions of their own business data.

  • Multi-entity reporting warehouses
  • CRM and accounting reconciliation
  • Public-records monitoring and enrichment
  • AI connectors over live business data
  • Management dashboards and briefs
  • Campaign engagement and lead-source reporting

How the work runs

  1. 01

    Agree the numbers

    We define each business metric with you first: what counts as revenue, when a deal is won, how a lead source is assigned.

  2. 02

    Join the sources

    A reporting layer brings CRM and accounting records together, across separate accounts where a group has several.

  3. 03

    Reconcile

    Differences between systems are surfaced and resolved, so the report matches the accounts.

  4. 04

    Deliver and extend

    Management gets the agreed views from live data. Read-only AI access to the same records can follow, with authentication and an audit trail.

Delivered work

Client systems we have built and still support. Clients are anonymised until they approve being named.

Common questions

Can you report across several HubSpot accounts?

Yes. For a UK commercial finance network of six brokerages, each with its own HubSpot account, we built a reporting layer that joins HubSpot and Xero across all six. Management sees group revenue by broker and by lead source from live data.

Do we need a data warehouse?

Not always. Your CRM and accounting system already hold most of the data, and a reporting layer over them can be enough. We start from the questions management needs answered and build the smallest thing that answers them reliably.

Can AI answer questions about our business data?

We build read-only connectors that let an AI assistant query CRM and accounting records, with authentication and an audit trail of what was asked. The assistant can read and summarise. It cannot change records.

Will the reports match our accounts?

Reconciliation is part of the build. In the broker network platform, group revenue is reconciled against accounting, and voided or amended invoices flow back to the CRM so the two systems stay in step.

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Which number do you not trust?

Bring it to a 30-minute discovery call. We will talk through where it comes from, which systems disagree and what it would take to reconcile them.

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