The paid pilot is built for finance teams that want proof before adopting new software. Send one PowerPoint template and one Excel or CSV data file; we return automated reporting outputs, a mapping and validation report, and a practical path to make the workflow repeatable.
Discovery to delivery in weeks, not quarters — then the same workflow repeats every reporting cycle.
Infographic: four stages connected left to right — Discovery (scope one real package), Build (map, merge, validate), Deliver (finished decks plus a validation report), and Repeat (refresh each cycle). A dashed return loop runs from Repeat back to Discovery, labeled "repeat every reporting cycle", showing the workflow becoming a recurring process.
Scoped engagements delivered with CPA-led judgment. Work is billed time and materials unless contracted otherwise; scope and fee are confirmed in writing on a short scoping call before any work begins.
Add-ons available: custom chart packs, waterfall/bridge chart design, template cleanup, data-model cleanup, narrative-assist prototyping, and recurring managed generation.
Send a short description of the report, the template, and the source data. We'll tell you whether it's a fit for a paid automation pilot.