Monthly reporting BPO
Your monthly reporting pack, prepared for you
A recurring service with a fixed delivery date. We collect, clean, build and explain, so your management meeting starts with numbers everyone trusts instead of a spreadsheet somebody finished at midnight.
Repeats every month
Collectyour files, POS, sheets
Cleanfix, match, validate
Builddashboard and report
Explainwhat changed and why
What the monthly service includes
The same pack, on the same date, every month.
- Collection of your files or exports on an agreed date
- Cleaning, validation and reconciliation against last month
- A dashboard and report pack rebuilt in the same format
- A written summary of what moved and by how much
- Queries raised with you before publication, not after
- One round of questions and adjustments after delivery
Who needs it
- Owners who see the numbers three weeks after month end
- Finance staff spending days on manual consolidation
- Businesses with several branches that never tie up
- Management teams arguing about whose figures are right
- Companies reporting to a board, investor or lender on a schedule
What Starliks handles
What happens between your data arriving and the pack landing.
- Checking the files are complete before starting
- Reconciling totals against the prior month
- Fixing duplicates, gaps and renamed items
- Consolidating multiple sources into one model
- Rebuilding every view in the agreed format
- Comparing against target and prior period
- Highlighting movements worth attention
- Querying anything that looks wrong before publishing
- Writing the commentary in plain language
- Delivering in Power BI, Excel or PDF as agreed
- Keeping a version history of every pack
- Adjusting the format when your needs change
What you provide
- The files or exports, on the agreed date
- Definitions for anything ambiguous, like what counts as a sale
- Targets or budget figures, if they exist
- Who receives the pack
- A contact who can answer queries during the cycle
What you get out of it
- Numbers available days after month end, not weeks
- One version of the truth across branches
- Finance staff freed from manual consolidation
- A consistent format that makes trends visible
- A written record of what was reported when
- A monthly discipline that does not depend on one person
Frequently asked questions
How quickly after month end do we get the pack?
The delivery date is agreed up front and depends on when your data is available. Once the cycle is established, a few working days after receiving complete data is typical.
What if our data arrives late?
We tell you what is missing and hold the cycle. Publishing a pack from incomplete data helps nobody, and we will not do it quietly.
Can you produce reports for several companies?
Yes. Group and multi-entity reporting is common work, including consolidations and inter-company eliminations where the scope covers it.
What if we change our systems?
Tell us before the switch and we adjust the collection and model. A system change is a normal event, not a new project.
Can we start with one report?
Yes, and we recommend it. Take the report that costs you the most time today and hand over that one first.
Get a monthly reporting quote
Tell us what you report today and how long it takes.
Month end should not take a week
Ask what it would cost to hand the whole cycle over.