Report automation for small businesses

Stop rebuilding the same monthly report

Turn recurring Excel, CSV, CRM, or email reporting into one reliable workflow. AIGIANT builds a useful first version around the report you already need.

One routine first Built around real inputs First version in 7 days

The problem

A monthly report should not be a monthly rescue mission

If a report starts with finding files, copying rows, fixing formats, checking totals, and rebuilding the same layout, the work is already a repeatable process.

A good first automation keeps the useful review step with your team while removing the mechanical preparation around it.

A focused first workflow

Turn source files into a checked report

  1. 01
    Collect

    Bring together the files, exports, or messages that feed the report.

  2. 02
    Prepare

    Clean, combine, validate, or calculate data using agreed rules.

  3. 03
    Deliver

    Generate the finished spreadsheet, summary, or handoff your team uses.

Good first targets

What fits a first sprint

  • Merge recurring CSV or Excel exports.
  • Standardize dates, columns, names, and missing values.
  • Apply repeatable calculations and checks.
  • Build a clean file, summary, or email-ready output.
  • Document how the workflow runs and what to review.

Scope honestly

What needs separate scoping

Unstable third-party APIs, a full CRM migration, regulated financial reporting, or rules that are not yet defined may need a separate plan.

If the main work happens inside a workbook rather than in the finished report, start with spreadsheet automation.

Start with what exists

Send one recent report and describe where the manual work begins

Use an anonymized example if needed. Include the inputs, the reporting schedule, and what a correct result looks like.

Request report automation