Reporting automation
Replace recurring copy-and-paste routines with a repeatable path from source exports to reports.
Independent consulting / Small business workflows
Less manual work.Clearer reporting.
I automate repetitive spreadsheet and reporting workflows for small businesses. Turn exports, cleanup, and recurring calculations into a process your team can repeat.
Built around your workflow. Clear enough to hand over.
What I help with
Make the work behind the report simpler.
Data cleanup & integration
Bring disconnected files together, standardize everyday inconsistencies, and make exceptions easy to review.
Dashboards & internal tools
Give your team a clear place to review results and manage the workflow, using tools that fit the business.
Featured workflow
Sample case study · Fictional business using simulated data
Northwood Supply Co.
Four ordinary exports. One connected reporting workflow. Follow an Ontario apparel retailer’s data from Shopify-style and accounting files through validation to useful management reporting.
- 2025 net sales · CAD
- $1.45M
- Distinct orders
- 6,300
- Source exports
- 4
The reporting reveals $515.1K in Q4 sales (35.47% of the year) while keeping data-quality exceptions visible.
Monthly net sales
2025 · All channels · CAD
Annual net sales
$1,452,137.84
Net salesQ4 holiday period
View monthly figures
| Month | Net sales | Orders | AOV |
|---|---|---|---|
| Jan | $108,489.10 | 430 | $252.30 |
| Feb | $102,357.09 | 420 | $243.71 |
| Mar | $116,848.47 | 455 | $256.81 |
| Apr | $98,778.28 | 475 | $207.95 |
| May | $99,673.40 | 500 | $199.35 |
| Jun | $97,699.21 | 505 | $193.46 |
| Jul | $93,725.21 | 485 | $193.25 |
| Aug | $100,490.31 | 500 | $200.98 |
| Sep | $118,972.25 | 520 | $228.79 |
| Oct | $134,777.36 | 560 | $240.67 |
| Nov | $178,083.11 | 690 | $258.09 |
| Dec | $202,244.05 | 760 | $266.11 |
How it works
Start with the routine. Build a better way to run it.
Understand the Workflow
Map the files, spreadsheet steps, recurring questions, and review points with the people doing the work.
Automate the Process
Turn repeatable cleanup and calculations into a dependable flow, with clear checks and exception handling.
Deliver Useful Reporting
Put the results in a format your team can use, with a straightforward handover and a process to repeat.
Let’s simplify the next reporting cycle
Got a spreadsheet routine that keeps coming back?
Tell me what you export, what you do with it, and which report you need at the end. Then we'll get started.
clearflowreporting@gmail.com
Less manual work. Clearer reporting.