Month-end management pack
A validated monthly pack with a written summary, ready on day two.
How it works · Month-end management pack
STEP BY STEP
In
Xero
HubSpot
Google Sheets
- 1
Collect01
Ledger and CRM data pulled
3 sources
- 2
Validate02
Balances and gaps checked
2 flags
Human checkpoint
- 3
Calculate03
Agreed metrics computed
14 metrics
- 4
Explain04
Short commentary written
Pack ready
Out
- Monthly pack
- Dashboard
Gmail
How it works
01
The problem
The management report is rebuilt by hand every month.
Step by step
- 01Collect. Ledger and CRM data pulled.
- 02Validate. Balances and gaps checked.Human checkpoint
- 03Calculate. Agreed metrics computed.
- 04Explain. Short commentary written.
Tools and control
02
Connects
- Xero
- Google Sheets
Looker Studio
OpenAI
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Validate" step. Everything else runs on rules you agree, with every run logged.
More in Finance
03
Finance
Invoice capture and PO matching
Invoices read, matched to purchase orders, and created as draft bills.
See the workflowFinance
Bank and payment reconciliation
Payments matched automatically, leaving only true exceptions to review.
See the workflowFinance
Payment reminders and dunning
Polite reminders on schedule, with escalation to a person at the end.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.