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Month-end and management reporting · Run the business
Close the month without rebuilding the report.
The management pack, venue or branch reports and the board numbers get rebuilt automatically from your systems of record, with every figure traceable to where it came from.
Sound familiar?
Where the week goes today.
The month-end pack is built by hand every month.
The same exports, the same formulas, the same three days, and one broken link breaks the lot.
Leadership waits for numbers that are already stale.
By the time the report lands, the decisions it was meant to inform have been made.
Nobody trusts a number they can't trace.
Every meeting starts with a debate about which spreadsheet is right.
How it works
Something triggers it. The system does the work. Your team approves.
- 1Trigger
The period closes
Month end, week end, or whenever leadership asks for the numbers.
- 2The system
The pack is rebuilt
Figures are pulled from accounting, CRM and operations systems and assembled into the format your team already uses.
- 3Your team
Finance reviews before it goes out
Variances and anything unusual are flagged for a look before the pack reaches leadership.
How we start
We value it on your numbers before anything is built.
A two-week Diagnostic maps this work in your business, puts a dollar figure on it from your own records, and scopes the build. You decide whether to go ahead.
What changes
Month-end and management reporting, with and without Altari.
| Area | With Altari | Today |
|---|---|---|
| Build time | Hours | Days |
| Source | Systems of record | Copied exports |
| Traceability | Every figure links to its source | Ask whoever built it |
| Consistency | Same logic every month | Depends who's on it |
| Team focus | Explaining the numbers | Assembling the numbers |
Ready to hand this one over?
Two weeks to a ranked roadmap, valued in dollars from your own numbers. You decide what happens next.
Book a Diagnostic