Hours
A day a week, every week
Downloading, re-uploading, fixing the broken lookup, emailing the PDF. Multiply by the number of reports and it is a part-time job that produces nothing new.
Services // Automation
Reporting and workflow automation: get the manual work out so the numbers are current.
For the controller, office manager, or owner who spends Friday afternoon rebuilding the same report by hand.
Every manual report is a person downloading from one system and re-typing into another. We automate the pull, the join, and the delivery, and we automate the workflows around it: month-end packages, license expiry alerts, crew utilization, service billing checks, and follow-ups nobody had time for.
Scheduled refreshes, alerts to email or Teams, AI drafting with human approval where a platform will not accept a write.
The problem
What manual reporting actually costs.
The cost is not the hours alone. It is that the numbers are always a week old, and that the one person who knows the process is a single point of failure.
Errors
The lookup that silently broke
A column moved in an export and a VLOOKUP returned zeros. The report went out anyway. Nobody caught it for two months.
Latency
Current means last week
By the time the report lands, the decision it was meant to inform has already been made on gut feel.
Key person risk
Only Maria knows how
When the person who builds the report is out, the report does not exist. When they leave, neither does the process.
What you get
What we automate.
Anything a person does on a schedule between two systems is a candidate.
01 / Reports
Scheduled, reconciled, delivered
Job cost, WIP, AR aging, service billing, KPI packages. Pulled on a schedule, reconciled to the source, delivered to email, Teams, or a dashboard before anyone asks.
02 / Alerts
Tell the right person when it matters
License and certification expiries. Jobs that went over budget this week. Agreements losing money. Invoices with no budget line. Sent when the condition is met, not at month-end.
03 / Workflows
Intake, follow-up, scheduling
Manpower scheduling that matches jobs to crews by location, certification, and availability. Follow-ups drafted by AI and approved by a person. Data moved between systems where they allow it.
04 / Handover
Documented and owned by you
Every automation is documented so a new hire can run it. Under the Operations Partnership we monitor and repair them month to month.
How it works
How we get the manual work out.
Start with the report or workflow that hurts most. Prove it. Then take the next one.
01
Time it and map it
We watch how the report or workflow is produced today, time it, and record every system it touches. That becomes the baseline we measure against.
02
Automate and reconcile
The pull, join, and delivery are rebuilt to run on a schedule. Output is reconciled against the manual version until they match.
03
Retire the spreadsheet
The team stops producing it by hand. We track the hours recovered and move to the next candidate on the list.
What the work finds
Numbers from real builds.
About 92% of the manual reporting work eliminated on the reports we automated.
312 hours a year of capacity recovered, derived from how long a person took to produce those reports over a year. 26 reports automated.
Questions operators ask
Reporting and workflow automation questions, answered.
The ones produced most often by hand from more than one system: weekly job cost, WIP, AR aging, service billing checks, and the month-end package. If someone downloads from two systems and joins them in Excel every week, that report is a candidate.
Both, chosen per task. Scheduled SQL and BI refreshes handle the numbers. AI handles what needs judgment or language: drafting a follow-up, reading a contract, classifying an invoice. A person approves anything that changes a system of record.
Where the platform allows it and you want it to. QuickBooks Online and monday.com accept writes openly; Procore and Sage are partner-gated; isolved is closed. Where a platform is closed, the automation prepares the entry and a person posts it.
We time the manual process before we start and count the hours recovered after. Our current totals across clients are about 92% of manual reporting work eliminated and 312 hours a year recovered.
The automation fails loudly instead of silently and we fix it under the Operations Partnership. That is the difference between an automation you own and a spreadsheet macro nobody maintains.
Yes. Omadli Group is based in Boston, Massachusetts, and works with operators across Greater Boston and nationwide.
Boston, Massachusetts
Local to Greater Boston, working nationwide.
Omadli Group is based in Boston, MA and is a Massachusetts certified Woman-Owned Business. We meet Greater Boston clients in person, run Claude Training Labs in Watertown, and build remotely for operators across the United States.
People find this service by searching for
- reporting automation consultant
- workflow automation for construction companies
- automate Excel reports
- month-end reporting automation
- business process automation Boston
- AI automation agency Massachusetts
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