AI Data Analytics & Management
We connect your business systems and automate the reporting that currently takes someone a morning to assemble. Your team gets the figures they need on schedule, with the movements worth attention flagged for them.
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Overview
Most businesses already hold the data they need. It simply lives in different places, with sales in one system, web analytics in another, financials in a third and advertising spend in a fourth. The work goes into bringing it together, and that effort is exactly what automation handles well.
We connect those sources through their APIs, build the pipeline that consolidates them and set up dashboards and scheduled reports so the assembly happens on its own. Your team gets consistent, current figures without anyone spending a morning in spreadsheets each month.
Where you have sufficient history and a consistent pattern, forecasting adds real value on top. We assess that during the build and give you a clear view of what your data will support, so you invest in the analysis that will genuinely inform your decisions.
This work sits close to our business process automation service and for many clients the two are part of the same conversation.
What’s included
One View Across Your Systems
Sales, web analytics, accounting and marketing data brought together automatically, so your reporting reflects the whole business in one place.
Reports That Arrive on Schedule
The figures that matter delivered on the schedule you choose, with the movements worth attention highlighted so your team sees them straight away.
Alerts on Meaningful Change
Alerts when a number moves beyond its usual range, giving you the chance to respond while there is still time to act on it.
Forecasting Where It Fits
Where your history supports it, forecasting adds genuine value. We assess that honestly and tell you what your data will and will not support.
How we deliver
Our AI Data Analytics & Management Process
Step 1: Identify What Gets Used
We establish which figures your team genuinely uses to make decisions, which keeps the reporting focused on what earns its place.
Step 2: Connect and Consolidate
Your sources are connected through their APIs and the consolidation pipeline is built, with any data quality points raised as we go.
Step 3: Build the Reporting
Dashboards and scheduled reports are built to match how your team prefers to receive information, whether that is a live dashboard or an email each Monday.
Step 4: Review and Adjust
We review after a month of real use and adjust, because what people want from a report becomes much clearer once they have been using it.
On this page
Client work
One view across field and office teams
We developed an analytics platform for Charterhouse Mobility that gives them a single view of team performance across both the field and the office. Managers see how work is progressing without anyone assembling a report first, and the marketing team can review their own data directly rather than requesting it. The Google Ads integration feeds conversion data back automatically, so campaign decisions are made against completed jobs rather than enquiries. The platform sits on top of the CRM and field service systems we built for them, which is what makes the numbers dependable enough to act on.
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Questions
AI Data Analytics & Management FAQs
What does automated reporting cost?
Automated reporting starts at £1,350, which represents around two days of work at £675 per day to connect your sources and build the first set of dashboards and scheduled reports. Additional data sources are quoted individually.
Which systems can you connect?
Anything offering an API or a scheduled export, which covers CRMs, e-commerce platforms, analytics, accounting software, advertising platforms and most custom applications. We will confirm your specific systems during scoping.
Which businesses benefit most?
The value grows with the number of places your data lives. Where everything sits in one system and the report takes twenty minutes, your money is better spent elsewhere, and we will say so during the first conversation.
Can you provide forecasting?
Where your history is consistent and well recorded, forecasting can be genuinely useful and we are glad to build it. We assess your data first and give you an honest view of what it will support, so the output is something you can act on with confidence.
Claude Academy training supporting our AI services.
We have completed all 19 certifications currently available, covering practical AI use, automation, development, data integrations and training. This helps us apply Claude more effectively across client projects.
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