Indexify helps teams automate recurring reporting: collecting approved inputs, reconciling metrics, preparing a useful draft and keeping human review at the point of release. Start with the report that keeps landing back on your desk.
Reporting capacity planner
Model the preparation you could remove, then put review and upkeep back in. Start with one recurring report.
Your choices stay in this page. No sign-up required.
14.4 preparation hours removed, less 4 hours of review and 2 hours of upkeep. Test this against several real reporting cycles before treating it as available capacity.
Measure the existing process, including corrections, before commissioning a build.
Explore this route →Illustrative scenario, not a forecast. Net capacity = reports × preparation hours × removal percentage − reports × review hours − upkeep. Review is additional to the baseline you enter. Negative results mean more work, not a saving.
Work directly with Jon to understand the process, define a useful first scope and connect the recommendations to practical delivery.
Bring a representative report or workflow. The first conversation establishes the problem, the available inputs and what needs to be tested before a wider commitment.
Read Jon’s full profileAgree a focused scope around the current process, the evidence it needs and the people who will run it.
A monthly pack, client update or management dashboard should answer a specific question. We identify its readers, the decisions they make and the figures they trust before choosing a format.
An automated report can repeat a mistake faster. We agree source definitions and access, check refresh dates, and decide how missing values, duplicates and changed fields should be handled.
Use repeatable rules for collection, calculations and formatting. Where AI-assisted commentary is useful, it works from the checked figures and must separate observations from hypotheses.
Late data and changed permissions happen. The workflow needs a clear hold state, an owner to notify and a way to produce the report manually while the problem is resolved.
Walk through the current source files, recipients and preparation steps. Measure a baseline that includes review and corrections.
Define inputs, outputs, release checks, access and exclusions. Confirm costs and ongoing ownership in a written scope.
Compare the same reporting period, reconcile discrepancies and test missing data before relying on the new workflow.
Review several cycles, document the routine and exceptions, train the owner and agree the support arrangement.
Read before you decide
Change a source condition and see why a useful reporting workflow sometimes refuses to release a result.
Read the practical guideNeed ongoing learning rather than a private team engagement? Explore Jon’s AI Essentials learning pathway in a new tab.
Reporting automation uses repeatable connections or imports, calculations and templates to prepare a recurring report. A dependable workflow also checks source freshness, definitions and completeness, and keeps a human approval step where needed.
We start by reviewing the current report, its sources and the decisions it supports. A spreadsheet, dashboard or document can be the output. Feasibility depends on access, source quality, calculations and the review required.
No. Collection, reconciliation, arithmetic and formatting often work best with ordinary automation. AI can help prepare explanatory text or organise material, but it should not replace validated calculations or evidence.
The scope depends on the number of sources, their reliability, required transformations, output formats and support needs. We confirm a written scope and quote after reviewing a representative report. The calculator on this page estimates capacity, not fees.
The workflow should flag the issue and hold the affected output. We agree who investigates, what the manual fallback is and what evidence allows release. Missing information must not silently become a zero or a confident narrative.
Tell us about the team, the workflow and what has prompted the conversation. We will recommend a proportionate first step.
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