Most businesses are not short of data. It sits in the accounts package, in a CRM and in a set of spreadsheets that one person understands. The trouble is getting it into one place. Someone exports it every week and pastes it together, and by the time the report reaches anyone it is already out of date.
We connect the sources once. After that the report refreshes itself, the same way every time.
Leeds has one of the larger financial and legal sectors outside London, along with healthcare, digital businesses and a big retail centre. Law firms and accountancy practices here tend to share a gap. Time and matter data sit in a practice management system, and the partner reports are rebuilt in Excel from exports each month.
The report somebody rebuilds by hand every week, rebuilt once so it refreshes itself. Power Query and VBA inside the Excel your team already uses.
Live dashboards on top of your accounts, CRM and spreadsheets. Leadership opens one link instead of asking someone for a number.
Duplicates merged, formats fixed, records reconciled against each other. Reports built on clean data stop disagreeing.
We also connect Xero, Sage and QuickBooks to Excel or Power BI from £300, and build custom business tools from £300 when a spreadsheet is no longer the right shape.
A 30-minute video call to understand the report and where the data lives, then a fixed price in writing, usually within 48 hours. We build and test against your real data.
When it is finished we walk you through it on a call with your own numbers in it. You pay once you have watched it work. There is no deposit and no retainer. The full process →
Mihir Hindocha, Founder, Lexalytic. 15 years in data at Shell, Citi, NHS and Warner Bros.
The person who scopes your project stays on it until handover.
No. The call, the build and the walkthrough all happen remotely. You share the files or give us read access, and we show you the finished report on a video call before you pay.
Xero, Sage and QuickBooks most often, plus CRMs, SQL databases, SharePoint and Google Sheets. If the data can be exported or reached through an API, we can bring it into Excel or Power BI on a schedule.
One fixed price in writing before any work starts, from the prices above. Nothing is paid until you have seen it working.
Book a free 30-minute call. We will tell you what we would build and what it would cost. If you would rather see a figure first, the reporting cost calculator shows what the manual version costs you now.
Book a free 30-minute call →Or call 07961 593334