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Automate Your Reporting and Focus on What Matters Most

Are you still spending hours updating spreadsheets and preparing reports manually?

Discover how to automate your reporting, centralize your data, and gain real-time visibility into your business.

Simply share a sample report or describe your current process.

We'll create a customized preview to show you automation opportunities and potential efficiency gains for your team.

Complete the form in just a few minutes and discover how Business Automation BI can help you save time, reduce manual work, and make better business decisions.

1 - What is your full name?

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2 - What is your email address?

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3 - Your most valuable or time-heavy report?

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4 - How do you currently build this report? (Select all that apply)

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4 - How do you currently build this report? (Select all that apply)

Excel or Google Sheets

Power BI

PDF (static report)

ERP software (Sage, SAP, Acomba, etc.)

Manual export from a system (e.g., CRM, accounting)

Custom report (built by an internal team or colleague)

Other

5 - If you chose “Other”, explain your method.

6 - What data sources power this report? (e.g. Excel files, etc.)

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7 - What would you like to improve or automate? (Select all that apply)

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7 - What would you like to improve or automate? (Select all that apply)

Automate the report process

Unify data across departments

Get real-time visibility

Save time verifying data

Track specific KPIs / OKRs

Compare budget vs. actual

Simplify report sharing

Other

8 - If “Other”, what would you like to improve or track?

9 - Upload a sample (you can anonymize it).

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Size limit: 10 MB

Automate Your Reporting and Focus on What Matters Most

1 - What is your full name?

2 - What is your email address?

3 - Your most valuable or time-heavy report?

4 - How do you currently build this report? (Select all that apply)

5 - If you chose “Other”, explain your method.

6 - What data sources power this report? (e.g. Excel files, etc.)

7 - What would you like to improve or automate? (Select all that apply)

8 - If “Other”, what would you like to improve or track?

9 - Upload a sample (you can anonymize it).

10 - Other reporting goals or challenges to share?