Who this is for
An operations lead, office manager or finance administrator who spends hours each week or month turning an export into the same report.
The report is built by hand from the same kind of export every period, takes hours, and has gone out with a wrong total before.
The result
Each period the pack reaches you in the agreed layout, built from that period's export by the same written steps, with each control total matched to the export and a short note of anything that changed or looked odd.
What is included
- One report pack from one export of one system (up to 20,000 rows), built as one Excel workbook (.xlsx) from your approved template, with up to six tables or charts agreed in the first month
- A first-month set-up: the layout, the written rules for periods, filters and definitions, and the control totals
- Each period: receive the export through the agreed route, build the pack by the written rules, check each control total against the export and deliver the pack with a note
- One monthly pack is covered by the starting price. Weekly packs, up to four in a month, are agreed and quoted separately, because the checks repeat each week
You receive
- The report pack for each period, an Excel workbook in the agreed layout
- A one-page note for each period: row counts, control totals and anything unusual
- The rule sheet and the template, kept current when you change a definition
What is not included
- Sending the pack to anyone else, presenting it or explaining it to your readers
- Changing a definition, filter or period boundary without your approval
- Correcting or excluding rows of the export, which stays your decision
- Exports that hold personal data about individuals, which this first version of the service does not cover
- Dashboards, live system connections or anything that runs without your export
- Legal, financial or tax advice, or a guaranteed delivery time
What we need from you first
- A description of the report: who reads it, how often, its tables and charts, and how long it takes you now
- The export's column headings and the approximate row count, with three invented rows
- The totals you check by eye today; no export or finished pack in the first enquiry
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- For each pack, every control total in the pack equals the same total calculated directly from that period's export.
- The first and last record dates and the row count of the data used in each pack equal those in the period's export, under the written period rule.
- Each pack matches the approved template: the same sheets in the same order, the same table and chart titles and column headings, and the same column order, with only the data and the period label differing.
- Each month's summary lists every pack delivered, every unusual row or format found and how it ended.
You read each pack and its note, and ask us about anything unclear. A pack counts as delivered when you accept it, and you can end the service at the end of any month.
When we would stop or decline
- The export changes shape so often that no rules agreed in advance can cover it
- The export holds personal data about individuals
- The export stops arriving or packs are not read; we end the service at month-end rather than invent figures
- No secure way to send each period's export can be agreed in writing; the service does not start and nothing is charged
Questions
How is this different from buying a one-off fix?
A one-off job repairs or converts one file once. This is a standing responsibility: each period we build the same pack from the new export and check it, month after month.
Do you connect to our systems?
No. You send an export each period through an agreed secure route. We never touch your live systems.
What if the export changes?
We stop, tell you what changed and propose a rule update for your approval. We never guess a new rule.
What if you cannot offer a secure way to send the exports?
Then we decline and nothing is charged. No upload portal exists yet. A route is agreed with you in writing before the service starts, and the service cannot begin without one.
Do you build weekly packs for the starting price?
No. The starting price covers one monthly pack. Weekly packs, up to four a month, are quoted separately because the checks repeat each week.
Price and terms
From £295/month · untested offer price. Billing is monthly under the written terms we agree with you. Nothing is charged until you have agreed them.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.