EnglishHrvatski
Log inFree process analysis

Services

All servicesBusiness automationAI integrationsCRM implementationERP and business systemsCustom softwareWebsites and e-commerceCare and support

Solutions

All solutionsSalesFinance and adminCustomer supportOperations

Work

Use casesExamplesSector stories

Company

About HeapHow we workBlogContact
ENHR
Client loginFree process analysis
All use cases

Use case · Finance and admin

The monthly report, assembled for you

The monthly report is built by exporting from several systems and pasting into a spreadsheet, and it is ready when the month it describes is long over. We connect the sources and assemble the report automatically, so the time goes into reading it.

Book a free process analysis

Monthly overview

  • Invoiced100+8
  • Open receivables32+5
  • New orders58+4
  • Stock value74−3

Sample index values, not real figures

How you know you have this problem

  • Building the monthly report takes days of exporting and pasting

  • Figures in the report do not match the figures in the systems

  • Only one person knows how the spreadsheet works

  • Management asks a question and the answer takes a week

What we build

How it works once it is running

  1. 01

    Define the report

    We write down each figure, where it comes from and how it is calculated, starting from the report you already use.

  2. 02

    Connect the sources

    Accounting, CRM, ERP and spreadsheets are read on a schedule into one place, with checks that the totals agree.

  3. 03

    Assemble and explain

    The report is generated in the layout you know. An AI step can draft a short commentary on what changed, clearly marked as a draft.

  4. 04

    Review and send

    Finance reviews the report and the commentary, then it is sent or published to the people who read it.

What you get

  • A written definition of every figure
  • A report generated on schedule from the source systems
  • Checks that flag when sources disagree
  • An optional draft commentary for finance to edit

What we need from you

  • The current report and how it is put together

  • Access or exports from each source system

  • A person who can confirm the definitions

Tools we typically use
n8n, Google Sheets, Excel, Looker Studio, Odoo, your accounting software, Claude or GPT models

See it built

Illustrative exampleA 25-person professional services firmThe monthly report that assembles itselfFigures from accounting, the CRM and the bank are pulled into one report with a written summary, and overdue invoices get a reminder.Business automationAI integrationsOpen example

Questions about this use case

Is the AI commentary reliable?

It describes changes in the numbers it is given; it does not know why they changed. We treat it as a first draft that finance edits, and you can leave it out.

Do we need a data warehouse?

For most small companies, no. A well-structured spreadsheet or a small database is enough. We suggest more only when the volume or number of sources calls for it.

Can we keep our existing spreadsheet layout?

Yes. People trust the layout they know, so we fill that one first and improve it later if you want.

More use cases for this team

AI integrationsBusiness automation

Supplier invoices read, matched and ready to post

Incoming invoices are read, matched to purchase orders and sent for approval before they reach the books.

Open use case AI integrationsBusiness automation

Data out of documents, into your systems

Contracts, forms, delivery notes and statements are read and their data placed where it is needed.

Open use case Business automationERP and business systems

Overdue invoices chased politely and on time

Reminders go out on a schedule from your open invoices, and the awkward cases go to a person.

Open use case

Show us one process. We will show you what it could look like.

The analysis is free, takes about an hour of your time, and ends with a written summary you keep.

Book a free process analysisHow we work

Prefer to read first? See examples