Reporting workflows
One source of truth for what's actually working.
Live numbers you trust, and the end of rebuilding the same report every month.
Already running in production
If this is your week.
- Someone asks where the work comes from and you say word of mouth, mostly.
- The monthly numbers take a morning to put together, and you half trust them.
- You are paying for something that might be working, and you cannot tell.
A real CRM with a live multi-user pipeline, call intelligence that turns Fathom recordings into next steps, and attribution wired to GA4, Search Console, and Clarity.
None of that is a people problem. It’s work with nowhere to live, and this is where it lives.
Built for owners flying blind across a dozen logins, or rebuilding the same numbers by hand every month.
Everything in one place
Analytics, Search Console, and calls pulled together, so there's one set of numbers to argue with.
Live reporting inside a client operating system. Shown with sample data and a placeholder brand.
What your Reporting workflows do.
Your numbers pulled into one place so you stop guessing where the money comes from.
The standard build
New
Quoted
Won
CRM and pipeline
Core buildEvery contact, company, and deal in one pipeline your whole team can trust, with stage automation built in.
- Every contact, company, and deal in one pipeline
- Stage automation, reminders, and follow-up tasks
- Multi-user with presence and claim handling
New leads
23
up from 14
Booked
9
First response
38s
Quotes out
11
Live dashboards
Your real numbers in one place, updated automatically, with no spreadsheet exports.
Interfaces shown with sample data.
These two are where most owners start, because they pay for themselves first.
Add on to it
What you have so far
2 of 4 workflows
$2,500/mo
Add any 2 of these
Price stays $2,500
Call intelligence
Every sales and team call captured, summarized, and turned into next steps automatically.
Financial summaries and invoicing
Revenue, recurring, and cash position summarized, with invoices sent from inside the OS.
Or add a core build
Moves you to Scale · $4,500/mo
Attribution and analytics
Core buildSee which channels and campaigns actually drive booked revenue, not just clicks.
Core builds are the heavy ones, several pieces of work each. A Build carries one and your standard build already uses it, so this one moves you up.
See the whole ladder, every tier with each tool and API cost inside it.
What’s inside your Reporting system.
Every workflow above is run by agents in here. This is the live slice of our own system that does this job today.
Departments
What sets it off
Every dot is an agent that runs our own Reporting the way yours would run.
That’s the whole Reporting system, running for us today. Yours starts with the workflow costing you the most, so you’re not paying for all of it on day one.
Pira reports to you
You never have to log in to know how it is going.
Pira is the AI that runs your Reporting workflows, and she keeps you posted right on your phone. A morning brief, a ping the moment something moves, and a heads-up any time something is waiting on your call.
- A morning brief, so you start the day knowing where things stand
- A ping the moment something important happens
- A heads-up when something is paused and needs your approval
Sample reporting with a placeholder brand.
Stronger together.
Each system runs on its own, and they share one operating system, so pairing them compounds what either does alone.
What owners ask before they start.
From the places your business already reports into: GA4, Search Console, and Clarity for the traffic, your pipeline for the deals, and your calls for what was said. Nothing is estimated, and you can click a number and see what it was built from.
That's the point of it. Channels get tied to booked revenue rather than to clicks, so you can see the ad or the post that started a deal you actually got paid for, and stop funding the ones that only look busy.
No. Pira sends a morning brief to your phone, pings you when something moves, and flags anything waiting on your call. The dashboard is there when you want to dig in.
Yes, and that's usually the first thing owners notice. The numbers update on their own, so the monthly scramble to stitch a spreadsheet together stops happening.
A workflow that works most of the time gets quietly abandoned: your team goes back to the old way and nobody tells you. So after launch we watch it run on your real work and tune it until nothing is being worked around. That is what the monthly is for.
Something else on your mind? See how the whole thing works or check the pricing.
Reporting system
From $2,500/mo
Get started
Want your Reporting workflows running for you?
Tell us how it works in your business and we'll show you the build, on your own operating system, and what it costs.