Still doing it manually? Stop.

Automated business reporting

I take the report you're rebuilding by hand every week and make it automatic, live, and actually useful — for any small business, any industry.

No more copy-paste YoY in seconds Always up to date Any data source No Excel formulas Shareable links Built in 48 hours

Before & after

Your Sunday night. Vs. your Monday morning.

Before
  • Updated manually every single week
  • Broken formulas the moment someone touches it
  • Emailed around as a file — never live
  • YoY takes 30 minutes to rebuild each time
  • Zero visibility until you open it
revenue_report_FINAL_v3_USE_THIS.xlsx
Month Revenue YoY Margin Jan $41,200 #REF! #REF! Feb $38,900 #REF! $9,100
After
  • Updates automatically every morning before you wake up
  • YoY comparison always there — zero effort
  • Shareable link — your whole team sees it live
  • No formulas, no broken cells, no emailing files
  • Works with Excel, QuickBooks, Shopify, CSV
Business Dashboard Live

Revenue

$842k

↑ 18%

Jobs

1,204

↑ 12%

YoY

Always

Live demo dashboards

See what yours could look like.

These are real Metabase dashboards with sample data. Click through, use the filters, switch tabs — this is exactly what your dashboard would look and feel like.

ABC Plumbing Co. Trades & Service

Revenue YTD

$842k

↑ 18% YoY

Jobs Done

1,204

↑ 12% YoY

Avg Job

$699

↓ 2% YoY

Revenue Job Performance Technician Ops CSAT

Revenue, job performance, technician efficiency, and operational metrics. Filters by job type, technician, and date range.

ABC Dentistry Healthcare Practice

Appointments

3,841

↑ 9% YoY

Revenue

$1.2M

↑ 14% YoY

Retention

78%

↑ 3pts

Cleaning 1,482 $296k Strong
Restorative 924 $462k Strong
Cosmetic 388 $310k Watch

Practice performance, scheduling efficiency, revenue by service mix, and patient retention cohort analysis. YoY views across all tabs.

ABC Plastic Surgery Medical Aesthetics

Revenue

$2.4M

↑ 22% YoY

Consult conv.

68%

↑ 5pts

Satisfaction

4.8★

Stable

Procedure Mix

Surgical 60% Non-surgical 30% Consults 10%

Business performance, procedure revenue mix, provider metrics, and consult-to-conversion tracking. Multi-filter with 2-year date range.

These are real Metabase dashboards with sample data. Click through, use the filters, switch tabs — this is exactly what your dashboard would look and feel like. Don't see your industry? Every dashboard is built to fit your specific business. Book a free scoping call and I'll show you what yours looks like.

Who this is for

If you update it manually, this is for you.

Industry doesn't matter. If you have a spreadsheet you hate maintaining — we can fix that.

01

The Sunday night updater

You spend 2 hours every weekend copying numbers from your system into a spreadsheet so you can review it Monday morning. That ends here.

02

The pivot table builder

You've built something impressive — but it breaks every time someone touches it and it never updates itself.

03

The email reporter

Every Monday you send the same report to the same people. It takes an hour to produce and nobody can dig into it.

04

The gut-feel decision maker

You're making good decisions — imagine making them with data that's always current and always in front of you.

How it works

Show me your spreadsheet. I'll show you your dashboard.

Free · 30 min

Free 30-minute call

You show me your current report. I'll tell you exactly what a live version would look like. No pitch, just a straight conversation.

Day 1–2

I connect your data

QuickBooks, Shopify, a POS export, raw CSV — I connect it, clean it, and set up automatic daily syncs. You don't touch a thing.

48 hours

Your dashboard goes live

First version within 48 hours. We review together and refine until it's exactly right for how you think about your business.

Forever

Never update it manually again

It updates itself every morning. Share a link with your team. Spend Monday mornings making decisions instead of building reports.

Pricing

Priced for what you actually need.

Every business is different. Pricing depends on your data sources, how messy the existing setup is, and what you need automated. We scope it together before anything is agreed.

Simple

Clean data, one source

from $500

Support hours available after build — no monthly commitment

  • One system — Shopify, QuickBooks, Square, CSV export
  • Data is reasonably clean and structured
  • Straightforward YoY and trend views
  • Live shareable dashboard link
  • Auto-refreshes daily
Book a scoping call

Complex

Multiple sources or messy data

Quoted after scoping
Custom quote

Free 30-min scoping call — no commitment

  • Multiple data sources to connect
  • Messy exports, Access databases, or complex Excel
  • Custom ETL and data cleaning work
  • Quoted fairly based on actual scope
  • Support hours available after build
Book a scoping call

Not sure which bucket you're in? That's exactly what the scoping call is for. You show me what you have, I'll tell you what it would take — honestly, with no obligation to proceed.

Ongoing support

Time when you need it.

No monthly fees, no retainer. Once your dashboard is live, buy a block of hours and use them whenever something comes up — a new view, a data source change, a broken sync. Hours are valid for 12 months.

Starter block

3 hours

Small fix, one new view, a sync issue

$270

$90 / hr

Buy hours
BEST VALUE

Standard block

8 hours

New dashboard section, data source change

$640

$80 / hr — save $80

Buy hours

Large block

20 hours

Significant additions, new reporting area

$1,400

$70 / hr — save $400

Buy hours

Hours are tracked transparently — you'll always know what was done and how much time was used. Unused hours are valid for 12 months from purchase.

Client reviews

What clients say after going live.

"We were manually pulling reports for 3 hours every Monday. Now the dashboard just… does it. I don't even think about it anymore."
R

Rachel M.

Owner, Boutique Retail Chain

"Julian built us a full ops dashboard in under 3 weeks. Our managers now make decisions in minutes instead of waiting for end-of-month reports."
M

Marcus T.

Director of Ops, Logistics Co.

"The automation Julian set up between our booking system and accounting tool alone saved us 10 hours a week. Worth every penny."
S

Sofia K.

Founder, Medical Spa Group

"I work with a small number of clients at a time. You show me your spreadsheet, I build you something that makes it irrelevant. That's the whole deal."
J

Julian

Founder, JE Design Studio · Kewadin, Michigan

Your last manual update starts now.

Show me your spreadsheet on a free 30-minute scoping call. I'll tell you exactly what it would take to automate it — no obligation, no pitch.

Or email directly: [email protected]