You send us last month's pack, however ugly it is
Often it is a spreadsheet with someone's initials in the filename and a tab called Final v3.
See what is happening
Month end without the week of chasing
The distance between an invoice paid at 45 days and one paid at 90 is mostly attention.
Same client, same invoice, different Tuesday. The pack that tells you who to phone usually arrives two weeks after the phone call would have worked. Nobody loses their job to this. Your bookkeeper stops assembling and starts checking, which is the part you were paying for anyway. The pack builds itself and lands with the person who has to act on it. It is quoted per job, and you see the number before anything starts.
01
Two different jobs, one system
- The month end pack, looking backwardsWhat happened against what you expected, with the movements explained in sentences instead of left as a red cell for somebody to interpret at eleven at night. It goes out on a fixed date whether or not anyone remembers it is due.
- The daily signals, looking forwardsA short list, in the morning, of the situations where a phone call today changes the result. Owners underestimate this half, and it is the half that brings money in.
02
The signals that say who to call today
| Signal | Who it reaches | Why it matters today |
|---|---|---|
| Quote sent five days ago, no reply | The person who sent it | Day five is still warm. Day fifteen is a lost job. |
| A customer who ordered every month has not this month | The owner or account manager | One call, before they settle in with a new supplier |
| Job has passed the hours quoted | The manager on that job | Before you write off the overrun, not after |
| Invoice out 45 days | Whoever chases payment | The gap between 45 and 90 days is mostly attention |
| Booking cancelled and not rebooked | Front of house | An empty Saturday slot is still fillable on Tuesday |
| Paperwork not received, deadline in ten days | The client manager | Ten days is a reminder. Two days is a crisis with a penalty on it. |
03
How it gets built
We work out how each number was produced
This step regularly finds two figures that were never supposed to disagree, and that alone is worth the week.
We rebuild it so it produces itself
from the systems the numbers came out of in the first place.
We add the commentary
AI drafts the explanation from the movements, in your house style. A person reads it and signs it. It never goes out unread.
We set the delivery
The date, the hour, and the individual list each person gets, in email or in the chat tool your team already sits in.
We run it beside the manual version for one cycle
and compare line by line. When they match, the manual version stops.
04
What it costs
| What you are building | Cost |
|---|---|
| The morning signal list, two sources | Quoted per job, and you see the number before anything starts |
| A month end pack that builds itself, three or four sources | Quoted per job, and you see the number before anything starts |
| The same, with a version per manager and drafted commentary | Quoted per job, and you see the number before anything starts |
| Running it every month | A standard agent, a pack that builds itself and sends each person their own list, is from R2,500 a month. A heavy one, with many sources, many versions and several people relying on it, is from R5,000 a month. A simple one, one job, one format, one destination list, is from R1,000 a month. Putting a standard one in costs nothing, and a complex build is quoted before we start. |
What moves the price: how many sources feed it, how many people get their own version, and whether the commentary is drafted.
What brings it down: starting with the morning signals only. It is the cheaper half, it pays back faster, and a lot of practices never need the second half once the chasing stops.
If part of the work is reading documents, invoices, statements or timesheets, that is priced on its own and the rate per document falls steeply as the count rises. Past roughly a thousand a month we price the whole job as a single monthly figure instead of per document, and the bands are set out under document automation.
What we read, and who can see what
This is financial information, so the access question deserves a straight answer.
- Read-only access to the systems the numbers live in, granted by you inside your own account, usually with your bookkeeper or financial manager approving it.
- Only the reports and the accounts the pack needs. We list them in writing before you grant anything.
- Removable by you in one click, at any time, without asking us.
We do not need the ability to post a journal or change a number.
On the output side, visibility is set per person. A branch manager gets their branch, a partner gets the practice, a client gets only their own figures. Margin and payroll stay wherever you decide they stay.
The reporting runs on your own accounts and there is a written description of how every number is produced, held by you. There are two of us here. If neither of us were available next month, your bookkeeper or any competent analyst could open it and see exactly where each figure comes from.
06
Try it on your own numbers
There is an example report on this site running on sample data, labelled as sample, and it takes a minute to see the shape of it.
For your own, send one export and we build a private copy on it. Files are deleted within seven days. If you are handing over financial numbers you are entitled to know exactly what happens to them, so that is written down and we will sign it if your accountant wants it signed.
07
Before you automate a pack
- Is the source data captured on time? If timesheets land on the 8th, automated reporting delivers late numbers faster. That is worth fixing first, and it is usually a process job rather than a software one.
- Does anyone read the current pack? Work out what the reader actually decides on and build that. Sometimes it is four lines in a message on a Monday.
- Is the format fixed by a bank or a board? Say so at the start. There is far less room to simplify, and it changes both the build and the price.
The numbers, in one place
- Quoted per job, and you see the number before anything starts.
- What moves the price: how many sources feed it, how many people get their own version, and whether the commentary is drafted.
Straight answers
Questions owners ask us
No, and be wary of anyone who says it does. It removes the assembling, the copying and the chasing so the person you pay for judgement spends their week on judgement.
Wherever your people already are. Email, WhatsApp, Teams, Slack, or a page they open on a phone. A report that needs a login to a new system gets read once.
It writes a solid first draft from the movements in the numbers, and it is right far more often than it is wrong. A person still signs it. On anything going to a bank or a board, that signature is not a formality.
As accurate as the source. It cannot know about the deposit that was never recorded. What it does do is apply exactly the same rule every single month, which is more than most manual packs manage.
You tell us, we find which rule produced it, and we fix the rule so it stays fixed. Every figure traces back to where it came from, which is why this is a twenty-minute job rather than an argument.
Set per person. A branch manager gets their branch, a partner gets the practice, a client gets only their own. Payroll and margin stay wherever you decide.
The next step
Send us last month's pack, however messy, and tell us who reads it and what they do with it.
WhatsApp or call +27 73 932 6852, or email [email protected]. You get back the version that builds itself, what it would cost, and which half we would do first. Twenty minutes on a call is enough to work out whether the signals or the pack matters more to you.
Or email [email protected]. No slides, and no invoice for the conversation.