The morning brief waiting for you before your coffee
Your numbers exist — scattered across accounting, the CRM, the bank and three spreadsheets. The reporting agent gathers them every morning, compares them to yesterday and last month, and delivers a brief you read in two minutes: what is fine, what is drifting, what needs a decision.
The problem it removes
- 01
Compiling the monthly report costs someone a full day — and it is already stale when it circulates.
- 02
Every tool has its own dashboard; nobody has the overall view.
- 03
Drifts surface at month-end close, when it is too late to correct.
How it works
- 1
Connected to your sources
Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.
- 2
Automatic perspective
A number alone says nothing. The agent compares to yesterday, to the same period last year, to your target — and qualifies the gap: normal, watch, act.
- 3
Brief where you actually read
Email, WhatsApp, Slack: the brief lands every morning where you really read. Three lines when all is well, a deep-dive when something drifts.
What the agent does
2 min
to read the morning brief, full picture included
Every morning
the brief lands before your day starts, where you read
D-30 → D-1
drift detection: as it happens, not at close
What the agent does by design, not measured averages: your results are measured during the diagnostic and the pilot, on your own data.
Frequently asked questions
How is this different from a dashboard?+
A dashboard waits for you to come and read it; the agent comes to you, and it prioritises. It does not show 40 charts: it says “everything normal except these two points” — the triage is what saves time, not the display.
Do my numbers leave for a third party?+
No: the agent runs inside your systems, reads your tools read-only, and your data is never used to train third-party models. For stricter requirements, on-prem hosting is available.
Can the tracked indicators be customised?+
That is literally step one: during the diagnostic we define together the 5 to 10 indicators that actually drive your business, their alert thresholds, and the brief cadence. The rest stays out of your reading.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnosticFree resource
The self-assessment grid: 20 tasks AI can automate
Sales, admin, support, operations: the 20 tasks AI agents already handle in SMEs — with, for each one, the tell-tale sign that your team is concerned.
This solution, industry by industry
Automated reporting — Transport & logistics
A family transport group running 80 vehicles manages three depots. Every Monday, an assistant spends the morning compiling TMS, accounting and fuel-card data into an Excel workbook that management reads… on Tuesday evening.
- The agent extracts each depot’s data nightly: kilometres, revenue per lane, diesel, open disputes, outstanding balance per shipper.
- It reconciles selling prices against cost per route and flags lanes whose margin drops more than two points below the moving average.
- At 7 AM, each depot manager receives their brief; group management receives the consolidation with the three most significant gaps highlighted.
The management committee works on yesterday’s numbers rather than last week’s, and the assistant gets her Mondays back for collections.
Order of magnitude
- · half a day of manual compilation per week per depot, across three depots
- · figures available Tuesday evening, i.e. 8 days of latency on margin drift
In the order of 6 admin half-days freed weekly, and margin drift visible within 24 hours instead of 8 days — on a loss-making lane, that difference is worth thousands of euros a month.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
Automated reporting — Training providers
A provider running multiple schemes — CPF, OPCO, corporate, France Travail — whose director steered from spreadsheets consolidated around the 20th of the following month, and dreaded April for the annual BPF report.
- The Monday brief shows fill rates for the next six weeks of sessions, compared to the same date last year — cancel-or-push decisions happen at D-30, not D-5.
- For a borderline session, the agent lays out the maths: margin at 6 enrolled, at 8, at 10 — the keep-or-postpone call is made on a number, not a hunch.
- The forecast per funding scheme updates continuously: when the bank asks for a quarterly update, the document goes out the same day.
Steering moves from the rear-view mirror to the windscreen. And the April BPF becomes a proofread, since the counters are right all year.
Order of magnitude
- · around 12 hours of monthly spreadsheet consolidation
- · plus 4 to 5 concentrated days on the BPF every spring
In the order of 15 hours per month on annual average, April peak included — and numbers at D+1 instead of D+20.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.