The report should arrive before you do.

Someone spends the first two hours of Monday exporting, pasting and formatting the same report as last week. The month-end packet for the accountant is late every month. The board update is written the night before.

All of Data & reporting

Automated Reports

Scheduled reports by email, Slack or PDF, with the numbers and one line of context.
Month-end packet for the accountant: sales, payouts, fees, expenses, reconciled.
Per-location, per-team or per-client versions from one template.
Anomalies flagged: the number that is off, before you have to notice it.
Built on the same warehouse as the dashboards, so they agree.
Archived, so last March is one click away.

The honest bit

If nobody reads it, we will notice from the open rate and tell you to cut it. Fewer reports, read, beat more reports, ignored.

Platforms we use here

Google Workspace

Microsoft 365

QuickBooks

Postgres

Monday 7am

the report is in the inbox before the coffee

What you get

Report templates
Schedule and delivery
Month-end packet
Archive

From $1,600

Included in Operator and Full Desk.

Add to package

Every price sits on the pricing page. Real numbers, no gate.

Usually bought with this

Data & Reporting

the flagship

Business Dashboards

Sales, customers, inventory, revenue, staff and marketing on one screen that is right.

From $2,800

Data Warehouse & Pipelines

ETL and ELT from every system into a warehouse you own, so every report reads from one place.

From $8,000

Book the 30 minutes. Worst case, you leave with a plan you can hand to someone else.

No deck. No pitch. You talk about what your week actually looks like and we write down what we would fix first.

pst@balsamsolutions.com

The answering desk never closes. Nights, weekends, holidays, storm weeks.