Recurring reports from any export
Drop in the exports you already pull — accounting, bank, payroll, ads, POS, whatever your client happens to run. Databoat works out what’s in them once, then builds the same report every month. An afternoon becomes a few minutes.
Built for bookkeepers, fractional CFOs and reporting agencies
01 — What you get
Every month, same shape
Headline numbers with movement against last month, the breakdowns you picked, and the detail underneath. Add your two paragraphs of commentary at the top and it goes out.
Monthly pack · Client 004
March
Revenue
$84,210
+6.4% vs Feb
Gross margin
41.8%
−1.2 pts vs Feb
Payroll
$22,940
+2.1% vs Feb
Cash at close
$51,380
+11.9% vs Feb
Revenue · 12 months
Same shape every month
| Line | March | February |
|---|---|---|
| Product income | 52,910 | 49,120 |
| Service income | 31,300 | 30,050 |
| Cost of goods | 49,020 | 45,880 |
| Operating expenses | 12,470 | 12,610 |
Heads up. The payroll export gained a column this month (“Employer NI”). It is not in your report yet — include it?
FIG. 01 — A MONTHLY CLIENT PACK BUILT FROM THREE EXPORTS
02 — The views
Proposed, then yours to keep
Once Databoat understands your files it proposes the ways they are worth seeing — not one chart, a set. You keep the ones that matter and discard the rest, and those become your report. Choosing is far easier than specifying, which is why nobody has to know what a pivot table is.
FIG. 02 — A SAMPLE OF THE VIEWS PROPOSED FROM A MONTHLY PACK
03 — How it works
Set up once, then repeat
01
The same files you already download. CSV or Excel, however messy — headers on row seven, totals at the bottom, four date formats. One workspace per client.
02
Databoat proposes what each column is and every way the data is worth cutting. You keep what matters and correct anything it read wrong. This happens on the first month only.
03
Headline numbers with movement against last month, the breakdowns you chose, and a shareable link or PDF. Your commentary goes at the top.
04
Drop the new files and the same report rebuilds itself, computed identically — so March genuinely compares to February. If an export changed shape, it tells you first.
Files in
Any export
Understood
Once, with you
Frozen
Compiled recipe
Report out
Every month
FIG. 03 — THE FIRST MONTH TAKES SETUP. EVERY MONTH AFTER IS THE LAST STAGE ONLY.
04 — Why it holds up
Three things that matter
A spreadsheet template points at cells. Databoat learns that this column is the net amount and that row is a total, not a transaction — so when the file moves, it still knows what it is looking at.
The definition is frozen after the first month. That is what makes a trend real rather than two different answers to the same question, and it is what a chat window can never give you.
The real danger in recurring reporting is not a template that breaks — it is one that keeps working and quietly returns the wrong number. A renamed column, a new field, a summary row swept into a total. Databoat notices, says so in plain English, and waits for you before anything goes out.
05 — Who it is for
Anyone reporting on someone else’s numbers
A monthly pack per client from the accounting export, the bank feed and payroll — without rebuilding twenty workbooks.
Multi-entity roll-ups where each business runs different software and nothing consolidates on its own.
Client reports that pull ads, analytics and whatever the client runs in-house — including the systems no tool integrates.
One export per site, all the same shape, and no view across the group until someone builds it by hand.
06 — Any source
Including the ones nobody integrates
Reporting tools work by building an integration per source, and each one has to pay for itself in customers. Shopify and QuickBooks clear that bar. A regional POS with four hundred sites never will — so those clients stay manual forever. Databoat needs no integration at all: if the system can export a file, it can be read.
With Databoat
Every source understood once and frozen, so this month’s numbers compare to last month’s and the report rebuilds itself.
Without
A workbook you inherited, re-pasted every month, that breaks loudly or — worse — quietly returns the wrong number.
FIG. 06 — SOURCES BY ADOPTION. ONLY THE HEAD OF THE CURVE EVER GETS AN INTEGRATION.
07 — Your client’s data
Local by default
Databoat produces a process, not just an answer — so the work can run where the data already is, in your browser. The transactions never move. Only the finished numbers sync, which is what lets next month compare to this one.
If you handle other people’s financials, that is the difference between a tool you can adopt and one you have to ask permission for.
What moves, what doesn’t
08 — Pricing
Per workspace
You move up a plan by taking on more clients, not by negotiating with a salesperson. Start free with one.
Free
$0
per month
1 workspace
Reports carry a Databoat link
Solo
$39
per month
1 workspace
Unbranded reports
Practice
$99
per month
10 workspaces
One per client
Firm
$299
per month
30 workspaces
Most bookkeeping practices
Scale
$699
per month
100 workspaces
Multi-entity and agencies
INTENDED LAUNCH PRICING · EARLY ACCESS ACCOUNTS ARE LOCKED IN BELOW IT
09 — Free tools
No account, nothing uploaded
Small tools that do one job on one export, free and without signing up. They run entirely in your browser, and they are a fair taste of how Databoat reads a file.
10 — Questions
Early access
We are choosing which files to support first from what people actually send us. Describe the one you rebuild every month and we will tell you when it is covered.