When small teams

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    Taskstreams · OperationsManagement Reporting: Answers on Demand

    Between a question about the numbers and the answer there are often days, because someone has to build a report. An AI employee answers questions about revenue, costs and utilisation directly from your systems: you ask in your own words, it delivers the analysis with a source trail.

    • Questions instead of waiting for reports
    • Analyses straight from your systems
    • Figures with a source trail

    Does this sound familiar?

    Three situations we regularly encounter at Swiss SMEs.

    01

    Every question needs a report

    Ad-hoc questions from leadership trigger handmade analyses every time, consuming hours.

    Our answer: The AI employee answers follow-up questions directly from the data, without anyone building a report.

    02

    Figures across several systems

    Revenue sits in the ERP, costs in accounting, time in the project tool, and nobody sees it all together.

    Our answer: The analysis connects the linked systems and shows one consistent picture.

    03

    Reports age immediately

    The monthly report shows what happened weeks ago, and recurring questions get rebuilt every time.

    Our answer: Analyses are created on the current data, and standard reports run automatically.

    What you get

    01

    Questions in plain language

    How was revenue last quarter by customer group? The answer arrives as a table or chart.

    02

    Direct system connection

    Accounting, ERP and project tools are connected, no data exports by email.

    03

    Source trail

    Every figure shows which data it was derived from, so nobody has to trust blindly.

    04

    Periodic reports

    Recurring analyses run automatically and reach the recipients on schedule.

    Typical use cases

    Board meetings

    Follow-up questions get answered in the meeting, not in the next one.

    Month-end close

    Standard analyses of revenue, costs and margin are ready and waiting.

    Sales and project steering

    Utilisation, contribution margins and open items on demand.

    How we work

    Step 1

    Introductory call

    We clarify your starting point, goals and constraints. Free of charge and without obligation.

    Step 2

    Workshop

    In the workshop we prioritise your most frequent questions and define data sources and metrics. At a fixed price.

    Step 3

    Pilot

    We connect the first sources and answer real questions from your leadership team. At a fixed price.

    Step 4

    Operations

    After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.

    Frequently asked questions

    How reliable are the answers?+

    The analyses are based exclusively on your connected systems and name the data source. During the pilot we check the answers together against your existing reports.

    Which systems can be connected?+

    Common accounting and ERP systems as well as exports and interfaces of your business applications. We clarify the concrete connection in the workshop.

    Who is allowed to see which figures?+

    Access follows your roles and permissions: nobody can query figures they are not allowed to see.

    What does management reporting cost?+

    Introductory call free of charge, workshop and pilot at a fixed price, ongoing operations billed monthly. The amount depends on the connected systems.

    Questions instead of waiting for reports.

    Bring a question to the introductory call that takes days today. We will show you how fast the answer can arrive.