Sales and quotas
Daily progress by salesperson and product line.
Business reports that build themselves
We automate the reports your team builds over and over: sales, receivables, inventory, campaigns, or operations. The workflow pulls data from your systems, consolidates it, calculates the KPIs, builds the report, and sends it by email, WhatsApp, or Slack on the set date. If you’d like, AI adds a summary of the key points.
Updated:
- Reports ready without asking
- Data from multiple systems
- Automatic AI summary
The report shows up on its own
10 years building for businesses
Reports we automate most
The ones that eat up the most hours every month.
Receivables and cash flow
The week’s due dates and collections.
Marketing and campaigns
Spend, leads, and cost per customer.
Online dashboards
Up-to-date KPIs you can check anytime.
Business dashboard developmentWhich documents should you automate? Find out in a minute
Three questions to find out which document automation saves you the most hours.
Your answers0 of 3
We recommend
AI document processing
Extracts data from PDFs, photos, and emails and sends it to your systems.
AI document processing
We recommend
Automated quote generation
Quotes built and sent in minutes from a request.
Quote generation automation
We recommend
Automated reports
Reports that build and send themselves every day, week, or month.
We recommend
Automated invoice processing
Invoices received, validated, and recorded with no manual data entry.
Invoice processing automation
What reporting automation includes
Reliable data, on-time reports, and quick reading.
Data
- Data pulled from your ERP, CRM, accounting software, store, and spreadsheets.
- Consolidation and cleanup.
- Calculation of defined KPIs.
Report
- Templates in Excel, PDF, Google Sheets, or Looker Studio.
- Charts and period-over-period comparisons.
- AI-generated executive summary.
Distribution
- Scheduled delivery by email, WhatsApp, or Slack.
- Versions by department or recipient.
- Alerts when a KPI goes out of range.
Automated reports by industry
Companies that make decisions with weekly data.
Multi-location retail
Sales and stock consolidated by store.
Marketing agencies
Campaign reports for each client.
Manufacturing
Production, waste, and order fulfillment.
How we automate your reports
We start with the process that takes up the most of your time, automate it, measure the savings, and move on to the next one. No never-ending projects.
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Step 1: Process mapping
We look at how the task is done today, who does it, how long it takes, and which tools it lives in.
You: walk us through the process step by step
You get: a process map and the current time spent -
Step 2: Workflow design
We define triggers, rules, exceptions, and the points where a person steps in.
You: validate the rules and exceptions
You get: a diagram of the automated workflow -
Step 3: Build and testing
We build the workflow with test data and run it alongside the manual process.
You: review the test results
You get: an automation working in testing -
Step 4: Go-live
We activate the workflow, set up error alerts, and train whoever supervises it.
You: appoint an internal owner
You get: a live workflow and an operations guide -
Step 5: Measurement and fine-tuning
We compare time spent and errors before and after, and fine-tune as needed.
You: report special cases to us
You get: a savings report and adjustments
Manual or automated report
Building reports eats up valuable time from key people.
Manual report
- Time
- Hours or days every period.
- Errors
- Wrong formulas and copy errors.
- Opportunity
- It arrives late.
- Readability
- Long tables.
Automated report by PACOWEB
- Time
- Zero manual work.
- Errors
- Consistent calculations.
- Opportunity
- It arrives at the time you set.
- Readability
- Summary of the key points.
Who at your company spends days putting reports together? We’ll help you get that time back.
Business reporting automation FAQ
Can’t find your question?
Message an advisor and we’ll get back to you during business hours (Bogotá time, UTC-5).
What format do the reports come in?
In whichever you prefer: Excel, PDF, Google Sheets, an online dashboard, or a message with the summary.
What if a system doesn’t have an API?
We look for alternatives such as scheduled exports, a direct database connection, or reading files.
Is the AI summary reliable?
It summarizes the data calculated by the workflow and doesn’t make up numbers. Even so, we recommend reviewing it during the first few weeks.
How is it different from a dashboard?
The report arrives on its own on a set date; the dashboard is there whenever you want to check it. Many companies use both.
What else is reporting automation called?
It’s also known as automated reports, automated reporting, or automated management reports. It’s related to OCR, data extraction, invoices, automated reports, and e-signatures, topics we review with you when your project needs them.
Related services
Automations that usually go hand in hand with this one.
Get a quote for automated reports
Tell us which reports you put together today, which systems the data comes from, and who receives them.
- 1You contact us through the form or on WhatsApp.
- 2We talk about your business and what you need.
- 3You get the proposal in writing, with scope, timeline, and price.
Request your proposal
We reply during business hours (Bogotá time, UTC-5), usually the same day.
Your request0 of 6 required fields