One source for your KPIs
Numbers from your CRM, accounting and operations tools load into one sheet or warehouse, so every report agrees.
- n8n
- BigQuery
- Google Sheets
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Most KPI reports are rebuilt by hand every week, and by the time they are done they are already old. I automate performance reporting with n8n, AI agents, ChatGPT and Claude, and build KPI dashboards that refresh on their own.
Every project starts with your business problem, not a tool.
Each one is built in your own accounts, tested on your real data and handed over with documentation.
Numbers from your CRM, accounting and operations tools load into one sheet or warehouse, so every report agrees.
Leaders get a short email or Slack post each morning with the key numbers and an AI-written note on what moved.
When a KPI crosses a line you set, the owner hears about it the same day instead of at month-end.
Each manager gets a weekly scorecard for their own team, built from the same numbers as the company view.
ChatGPT or Claude answers questions on your exports in plain English, with the chart and the numbers behind it.
Tell me where your leadership team loses the most time. I’ll suggest the one automation that pays back fastest.
I started in analytics and Tableau, so the automations above feed dashboards your team will actually open. The data loads on a schedule, and an AI summary explains what changed.
Stepthrough, my free training site, teaches these skills hands-on, one click at a time. Your leadership team can start today and practice on real tasks.
Also useful: AI for Finance Teams or browse every free course.
Keep a sheet up to date, send reports on a schedule and call any app from n8n.
We talk about the problem, what it costs you today and what “fixed” looks like.
A short written plan: the tools, the steps, the scope and the price.
I build it in your accounts and test it on real data with you.
Documentation and a walkthrough, so your team owns it.
Tell us what repeats every week. You’ll get a clear plan and a quote, or a free course if that fits better.