Build the recurring report from your numbers
A repeatable reporting workflow with reconciled figures, an editable workbook and a presentation.
Pricing preview · proposed fees and scope await approval.
What we deliver
- One recurring report using up to two CSV or Excel source layouts
- Deterministic totals and variance calculations with missing-data checks
- One workbook and one presentation template with reviewable commentary
- Source code, one client-controlled deployment, runbook and team training
How we check the work
- Reconcile 12 agreed reporting periods against approved reference totals.
- Missing or inconsistent inputs are flagged rather than silently filled.
- The team runs a new period and edits the output without rebuilding the report.
What you bring
Historical exports, approved reference totals and a reporting owner. Source systems must support agreed exports.
What the fee covers
The fixed fee covers the scope above. A fit check confirms eligibility, not a different price. We agree on any separate work before it begins.
ERP migrations, live ERP connectors, statutory filings and accounting sign-off are outside this scope.
What working together looks like
Bring one real task
Use the material and tools you already have. We agree on the output, record a baseline and decide what a good result must pass.
Build it together
We build the scoped workflow, run representative cases and compare the results against your reference work. Exceptions become explicit checks.
Let your team take over
Someone on your team runs a new case, explains the checks and teaches a colleague. You leave with editable work, operating instructions and a named owner.
The handover covers how to run, inspect, stop and maintain the delivered workflow. Ongoing support is outside the fixed scope.
Keep the work. Know how to run it.
You receive the project’s custom code, editable files and team handover. Open-source dependencies retain their licenses. We use your existing tools where suitable; any model usage, cloud or data-license costs are identified before work begins. There is no required KCQ software subscription in these proposed packages.
Explore a first output
These online examples prepare drafts and supported calculations. Connecting and deploying the workflow is part of the engagement.
Explain why support tickets increased this week using Snowflake Train our finance team to use AI for monthly reportingWhy this work · published market examples
These sources document the workflow category. They are not KCQ customers, endorsements, or guarantees of equivalent results.
Anthropic · Finance team workflows · Published practical training
Training covers forecasting, variance commentary, supporting schedules and board-packet preparation.
Anthropic · Finance agents · Product offering
Finance templates address pitchbooks, financial screening and month-end close with human review.
OpenAI · Business workflows · Product workflow guide
Published workflows include business reviews, data analysis, editable forecasts and slide decks.