Daily reports
Your morning’s work, done before anyone arrives
Reports rebuilt and queues cleared before anyone arrives, with a record of every run to check.
Built forQopia FinancialJSI Systems
Sound familiar?
“One daily task takes hours”
Today
- The 9 o’clock report is rebuilt from 3 exports.
- 500 site photos are edited every night.
- Everything else waits until it’s done.
With Milo Works
- It runs before anyone arrives.
- Every run records what it read and produced.
- One person checks the record, and the day starts.
2 hours a day is 520 hours a year, and they’re the first 2 hours.
Work out your hours
How it works
Checked in minutes, where it used to take hours
- The systemDoes the daily work by morning
- The systemKeeps a record of what it touched
- A personChecks the recordwhere they used to do the work
- Does the daily work by morningSystem
- Keeps a record of what it touchedSystem
- Checks the recordwhere they used to do the workA person
Proof
Already running at another firm
At JSI Systems, supplier disputes piled up in a shared inbox. Now each is read as it arrives, matched in the ERP and routed with a recommended action. Each gets a first response the same day.
Your options
Automating reports and daily processing: 3 ways to do it
Option 1
Buy software
Best whenIt’s a report a reporting tool can refresh on schedule.
Option 2
Build it in-house
Best whenSomeone can script it and fix it when sources change.
Where we fit
Bring in a partner
Best whenThe work crosses systems, or the result needs checking first.
Software worth looking at first
Power BI, Tableau and Looker Studio refresh reports on a schedule, and UiPath or Power Automate script on-screen work. Both need watching when a source changes.
What each one costs, and who keeps it running
- Buy software
- CostA subscription per seat, plus setup time.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Questions about automating reports and daily processing
What if it fails overnight?
An alert goes out before morning, and the record shows where it stopped.
How do we know it did the work properly?
Every run records what it read and produced. Checking takes minutes.
Can it work with files and photos, not only numbers?
Often. Documents and images are common. Technical drawings aren’t reliable yet.
Often fixed alongside this
- Month-end closeOnly the exceptions reach your controller.
- Admin workSkilled people back on skilled work.
- Process automationThe routine work runs on its own every day, and we keep it running.
- Manufacturers and distributorsOrders into the ERP without the re-typing.
- IT services and MSPsTickets triaged, QBRs prepared and documentation kept current.
- Accounting and bookkeepingA faster close, and client documents without the chasing.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
In one working session, we map how this runs at your firm and show you what it’s worth to fix.