Automated reporting for recruitment firms and staffing agencies
Open assignments, overdue shortlists, margin per placement, candidates in process: a firm’s numbers live in the ATS, temp payroll and three spreadsheets. The agent gathers them every morning before the first production meeting.
In your day-to-day
- 01
Morning production brief: unstaffed orders, shortlists due this week, today’s interviews.
- 02
Margin per client and per placement reconciled weekly between invoicing and temp payroll.
- 03
Talent-pool tracking: available candidates per qualification, pools running dry, follow-ups to launch.
A typical scenario
A recruitment firm’s management discovers its real margin at month+1, once temp payroll is closed — too late to fix a badly negotiated markup that has been running for six weeks.
- 01
On Friday the firm’s ratios land: interviews held, shortlists delivered, placements signed — per consultant and per branch.
- 02
As soon as weekly payroll closes, each placement’s margin reads actual markup against negotiated markup.
- 03
Orders ageing past the average staffing time for their qualification surface in red, before the client grows impatient.
What changes
Margin gets managed by the week, and markup drift is corrected on the current placement — not the next one.
Order of magnitude
Working assumptions
- →one day a month of compilation for the office manager
- →2 hours a week of ATS queries for the partners
On the order of 15 hours a month returned (7 h + 2 h × 4 weeks) — and a margin known weekly instead of a month late, which changes decisions more than it saves hours.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Applications arrive by the hundreds — the best profiles are already in process elsewhere by the time a consultant opens the inbox.
- →
Placement invoices and temp timesheet billing get chased after sourcing, always — and outstanding balances swell.
- →
A no-show or a poorly anticipated assignment end is discovered through an angry client call, not by the firm.
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.
Typical results
2 min
to read the morning brief, full picture included
1 d → 0
human time per reporting cycle
D-30 → D-1
drift detection: as it happens, not at close
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can the brief be personalised per consultant?+
Yes: each consultant receives their assignments, candidates in process and overdue items; management gets the consolidated view with margins. Timing and channel — email, Slack, Teams — are free.
Can it cross the ATS with invoicing for real margin?+
That is one of its main contributions: it reconciles ATS placements and delegated hours with invoicing and payroll, where manual reconciliation rarely happens more than once a month.
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.
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