The deliverable
What your client receives.
Four finished packs for four different kinds of business, each built from files no reporting tool connects to. Every one carries the practice’s own brand rather than ours, because the report goes out under their name — the typeface, the palette and the paper are theirs, and the engine underneath is identical.
The businesses are invented. The arithmetic is not: inside each pack every figure reconciles against the others, and the checks section shows the working. Any of these prints to PDF as it stands.
Harbourline Coffee Ltd
July 2026Takings
£145,000
Multi-site hospitality
Four tills, one payroll and a bank account that agrees with neither. The POS has no accounting connector and never will.
3 sources · Meridian Bookkeeping
OPEN →Northgate Estates
July 2026Rent collected
£96,920
Property portfolio
A rent roll from a property manager nobody integrates with, a client bank account and a works ledger kept in a spreadsheet.
3 sources · Bellhouse Advisory
OPEN →Arden Group
July 2026Revenue
£503,000
Multi-entity consolidation
Three entities on three different systems — one of them a spreadsheet — consolidated monthly with intercompany stripped out.
3 sources · Northstar CFO
OPEN →Ashgrove Provisions
July 2026Gross sales
£195,100
Multi-channel retail
Four channels that each report differently — a Shopify export, an Amazon settlement text file and a wholesale portal that only emits XLSX.
3 sources · Tallow & Finch
OPEN →
The pattern that qualifies a new one: recurring files, more than one source, and a recipient the sender has to impress. If that is your month, tell us which report you rebuild and we will show you the shape yours would take.
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.