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databoat

For the files no reporting tool will ever read

You should only have to build the report once.

Your ledger connects in four minutes. It’s the other five files that eat the afternoon: a POS export, a payroll register, a bank CSV, a portal download that only comes as XLSX. A model reads all of them and works out what’s in them once. After that it is compiled code that rebuilds the same numbers every month, with the write-up already drafted.

Built for bookkeepers, fractional CFOs and reporting agencies

Early access. The free tools are live today. The product itself is still being built, and the exports it handles first are the ones people tell us they still rebuild by hand every month.

62,017 57,079 80.2% 86.1% 12.3% 382 79,858 30,964 107 81.7% 58,668 60.5% 390 95.1% 38.1% 56,647 37,943 504 63.9% 53,777 64.8% 793 38,597 59,536 0.9% 77.1% 95.0% 55,102 55,205 70.7% 3,342 60,595 9,512 57,966 89.0% 31,187 58,368 24,499 63,295 30.9%62,017 57,079 80.2% 86.1% 12.3% 382 79,858 30,964 107 81.7% 58,668 60.5% 390 95.1% 38.1% 56,647 37,943 504 63.9% 53,777 64.8% 793 38,597 59,536 0.9% 77.1% 95.0% 55,102 55,205 70.7% 3,342 60,595 9,512 57,966 89.0% 31,187 58,368 24,499 63,295 30.9%357 21.8% 46,560 43.0% 38.1% 27,532 83,008 66,984 49.3% 69,905 12,965 54.2% 279 69,435 68,447 57,023 74,192 64,581 95.8% 407 9.3% 75,700 40.7% 25,902 723 689 567 854 54,522 87,219 78.0% 61,117 45,101 73,167 54,450 11,424 90,718 94.3% 62 46,345357 21.8% 46,560 43.0% 38.1% 27,532 83,008 66,984 49.3% 69,905 12,965 54.2% 279 69,435 68,447 57,023 74,192 64,581 95.8% 407 9.3% 75,700 40.7% 25,902 723 689 567 854 54,522 87,219 78.0% 61,117 45,101 73,167 54,450 11,424 90,718 94.3% 62 46,34540,395 328 10,465 36,040 53,198 90,342 11,366 301 79,500 8.4% 348 37,270 22,879 78.2% 38,251 36,215 456 40.3% 18,311 21,356 99 47,701 21,401 9.7% 796 14,382 70,473 35,407 824 1,642 34,194 653 183 74,910 89,773 83,030 78.8% 70.7% 694 42,89740,395 328 10,465 36,040 53,198 90,342 11,366 301 79,500 8.4% 348 37,270 22,879 78.2% 38,251 36,215 456 40.3% 18,311 21,356 99 47,701 21,401 9.7% 796 14,382 70,473 35,407 824 1,642 34,194 653 183 74,910 89,773 83,030 78.8% 70.7% 694 42,89760,724 587 124 43.3% 74,142 72,771 779 80,372 22,971 44.5% 26.8% 19,629 34,528 22,751 34,214 49,193 44 8,848 183 18,911 80,940 802 801 280 781 16.0% 45.7% 13,625 33.6% 30,268 82 20,209 83,343 21,771 45.7% 59.1% 73,908 366 629 87.5%60,724 587 124 43.3% 74,142 72,771 779 80,372 22,971 44.5% 26.8% 19,629 34,528 22,751 34,214 49,193 44 8,848 183 18,911 80,940 802 801 280 781 16.0% 45.7% 13,625 33.6% 30,268 82 20,209 83,343 21,771 45.7% 59.1% 73,908 366 629 87.5%
Spreadsheets to maintainNone
Times you define itOnce
Reports sent without your sign-offNever

Which one are you?

All five end up in the same place

QuickBooks P&LXero trial balanceBank CSVPayroll registerSquare daily salesToast location exportMeta Ads reportAmazon settlementStripe payoutsA regional POS nobody has heard ofAn industry ERPA wholesale portalA spreadsheet your client keeps by handQuickBooks P&LXero trial balanceBank CSVPayroll registerSquare daily salesToast location exportMeta Ads reportAmazon settlementStripe payoutsA regional POS nobody has heard ofAn industry ERPA wholesale portalA spreadsheet your client keeps by hand

All five have the same cause.

The client on the strange system is the one eating your afternoon.

Every reporting tool works the same way: one integration per source, and each one has to earn back what it cost to build. Shopify and QuickBooks are worth it. A regional POS with four hundred sites never will be. So those clients stay manual — not because you’ve set something up wrong, but because nobody is ever going to build that connector.

  • QuickBooks P&L
  • Bank transactions
  • Payroll register
  • A regional POS
  • A client spreadsheet

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.

ShopifyQuickBooksXeroStripeMeta AdsSquareGustoABOVE THIS LINE, A CONNECTOR PAYS FOR ITSELF← EVERY SOURCE NOBODY WILL EVER INTEGRATE

ILLUSTRATIVE — SOURCES BY ADOPTION. ONLY THE HEAD OF THE CURVE EVER GETS AN INTEGRATION.

So Databoat starts from the file instead.

No integration to wait for. If it exports, it can be read.

You spend a few minutes the first month agreeing what the files mean. After that, it’s one step.

01

Drop in this month’s exports

The same files you already download. CSV or Excel, however messy — headers on row seven, totals at the bottom, four different date formats. One workspace per client.

02

Confirm what they mean, once

A model says what it thinks each column is, in plain words, and puts up the cuts worth keeping. You correct anything it read wrong. This is the only stage the model reads your files at all — after that the definition is compiled and never guessed at again.

03

Get a report, with the write-up drafted

Headline numbers with movement against last month, the breakdowns you chose, and a shareable link or PDF. The commentary is drafted by a model over numbers it had no way to change — you edit it, and it goes out in your voice.

04

Next month it’s one click

Drop the new files in and the same report rebuilds itself, computed by code rather than read again, so March genuinely compares to February. If an export changed shape, it tells you before anything goes out.

Files in

Any export

You

Understood

Once, with you

Model reads

Computed

Every month

Code, never the model

Written up

A draft you sign

Model drafts

THE MODEL READS AT SETUP AND DRAFTS AT THE END. THE ARITHMETIC IN BETWEEN IS COMPILED CODE, AND NEVER THE MODEL.

And this is what lands at the end of it.

A report you can send, with the write-up already drafted.

Headline numbers with movement against last month, the breakdowns you picked, and the detail underneath. The commentary at the top is written from those numbers — that’s the second twenty minutes gone. It’s a draft, never a send: you edit it, you sign it, and every sentence points back at the number behind it.

Monthly pack · Client 004

March

Built in 40 seconds3 files · 2,418 rows

Commentary · drafted

Not sent

Revenue reached $84,210 in March, up 6.4% on February and the strongest month of the twelve. Margin slipped 1.2 points to 41.8% as cost of goods grew faster than income, while payroll held close to flat. Cash closed at $51,380.

Every figure traces to its rows

Edit & sign →

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

A
M
J
J
A
S
O
N
D
J
F
M
LineMarchFebruary
Product income52,91049,120
Service income31,30030,050
Cost of goods49,02045,880
Operating expenses12,47012,610

Heads up. The payroll export gained a column this month (“Employer NI”). It is not in your report yet — include it?

A MONTHLY CLIENT PACK BUILT FROM THREE EXPORTS

Open the four sample packs — hospitality, property, multi-entity and multi-channel retail, each in the practice’s own brand and each reconciled to the penny.

You never have to define a metric. You just keep the ones worth keeping.

Once it understands your files, it puts up the ways they’re worth seeing, best first. Picking from a list is much easier than describing what you want, which is why nobody needs to know what a pivot table is. Forty charts wouldn’t be an answer, it’d be homework.

A SAMPLE OF THE VIEWS PROPOSED FROM A MONTHLY PACK

It goes out under your name, so it has to hold.

Four things that make it checkable.

It reads meaning, not positions

A spreadsheet template points at cells. Databoat learns that this column is the net amount, and that row is a total rather than a transaction — so when the file shifts, it still knows what it’s looking at.

Net_Amt_2Net amount
Posting DtPosting date
Cust Ref#Customer
Unnamed: 7Ignored — total row

Then computes it identically, forever

The definition is frozen after the first month. That’s what makes a trend a trend, instead of two different answers to the same question — and it’s the one thing a chat window can’t give you.

JAN
FEB
MAR
APR
MAY
JUN

It tells you when the export changes

The dangerous failure isn’t a template that breaks. It’s one that keeps working and quietly returns the wrong number. A renamed column, a new field, a summary row swept into a total. Databoat spots it, says so in plain English, and waits for you before anything goes out.

And every number shows its working

A mapping you can’t inspect is a guess with your signature on it. So every formula is written out in words before the first run, every figure traces back to its rows, and every sentence of the commentary points at the number behind it. Checking a report should take a minute, not a rebuild.

None of this means ripping out what you already pay for.

Already on Fathom or Spotlight? Keep it.

They connect your ledger and leave you to conform on everything else. That reformatting is the step that eats the afternoon, and it’s the step Databoat takes off you. You don’t have to take our word for it — it’s in their own documentation.

“Users cannot simply upload raw accounting system exports; they must restructure their data to match Fathom’s predefined template format.”
Fathom help centre — importing financials from Excel ↗

Joiin has you map the chart of accounts by hand. Spotlight and Reach anchor on the ledger and treat a spreadsheet as the fallback you conform to. Every serious product in the category connects the ledger and leaves the rest with you. We have written up Fathom, Spotlight and Joiin properly — including when you should stay where you are.

Feed the tool you already pay for

Databoat reads the awkward exports, works out what’s in them, and hands over clean mapped data in the shape your tool expects. You keep your templates, your branding, your process. The manual step in front of them just goes away.

Or let it build the whole report

For the clients with no accounting system worth connecting to — a regional POS, a wholesale portal, an industry ERP, a spreadsheet somebody maintains by hand — Databoat produces the finished report itself. Same work underneath either way.

And the files never have to leave your machine.

Your client’s transactions stay local.

Databoat works out a process, not just an answer, so it can run where the data already is — in your browser. Only the finished numbers sync, which is what lets next month compare to this one. If you handle other people’s financials, that’s the difference between a tool you can just start using and one you have to ask permission for.

Your client's transactionsStays local
Names, amounts, account numbersStays local
The original fileStays local
Column shapes and typesSyncs
The numbers on your reportSyncs

WHAT MOVES, AND WHAT DOES NOT

Which leaves what it costs.

$39 for the first client. $29 for each one after.

One workspace is one client, entity or business. No tiers to compare, nothing held back, nothing to outgrow — you pay for the clients you’ve got, and the price moves when your practice does.

10
1one workspace each40

Only the clients you actively report on count here. If you lose one, archive it — billing stops that month, nothing is deleted, and the history is waiting if they come back.

Your price

$300 / month

$39 first workspace + $29 × 9

$30.00 per client

At 10 clients, against published list pricesWhere most bookkeeping practices sit

  • DataboatNothing. Any export, joined, with the write-up drafted.$300
  • SpotlightThe ledger connects; the rest stays yours$295
  • FathomTheir template and their account codes$205–260

Not the cheapest, deliberately. The column that matters is the middle one. For roughly the same money, the difference is whether you still open Excel first — and pricing under them would suggest this was the same product.

The free tools below are genuinely free and always will be. The product isn’t, because a report going out to someone’s client isn’t something to try on a whim. Ask for a trial and you’ll get a real one, on your own files.

You can judge the reading engine today.

Free tools, no account, nothing uploaded.

Each one does a single job on a single export, and runs entirely in your browser. It’s the same reading engine the product uses, pointed at one file type — so it’s the fairest way to find out whether Databoat would make sense of yours.

The things people ask before they send files.

Not yet — this is early access, and we’d rather say so up front than bury it. The free tools on this site are live and useful right now. The product itself is still being built, and the exports it handles first are the ones people tell us they still rebuild by hand every month. Tell us your report and we’ll say honestly whether you’re near the front of that queue.

Early access

Tell us the report you rebuild

Early access opens practice by practice. Tell us the report you rebuild every month and the files behind it. If it’s close to something we already handle, we’ll ask for a sample and set you up on your real data. If not, we’ll say so plainly rather than park you on a list.

A person replies. No drip sequence, no card, nothing charged.