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Innovative, automation, dashboards, forecasting, and process optimization

Systems & Reporting Automating

Our Systems & Reporting Automation services help in streamlining data, integrating key platforms, and automating reporting and forecasting. We provide scalable solutions that minimize manual work, improve data accuracy, and provide leadership teams with the latest insights. By optimizing systems and automated data processing, we help finance teams shift focus from data preparation to strategic analysis.

Dashboarding & Business Intelligence

Real-time KPI Dashboards (Power BI, Tableau, Excel, Google Sheets)
Departmental, Financial & Operational Dashboards
Interactive Visuals for Revenue, Cash Flow & Profitability Tracking
Automated Variance & Trend Analysis Reports

Data Extraction, Integration & Transformation

Extract & Integrate from QuickBooks, Shopify, Stripe & more
ERP Integrations (NetSuite, SAP, Zoho, etc.)
API-Based Data Connections for Real-Time Sync
Data Cleaning, Mapping & Transformation Workflows

Automated Reporting & Forecasting

Automated MIS Reporting
Automated Rolling Forecasts
Dynamic Budget vs Actual Reports

Custom Solutions & Process Optimization

Integration Projects & Custom Templates (e.g. Sales Export Data)
Financial Process Automation (macros-enabled worksheets)
Frequently Asked Questions

Insights Into TAG’s Expertise

Business automation services help companies scale by streamlining repetitive processes, reducing manual effort, and improving accuracy. With automated reporting and integrated systems, businesses gain real-time visibility and can handle higher volumes without increasing costs. This efficiency enables faster decision-making and supports sustainable growth.

Dashboarding and BI tools transform raw data into visual insights, making performance trends and business risks easier to understand at a glance. They bring real-time metrics into one place, enabling faster, evidence-based decisions instead of relying on guesswork. By highlighting patterns, variances, and opportunities, these tools help leaders act proactively and drive better outcomes.

Automated reporting solutions improve accuracy by eliminating manual data entry and reducing the risk of human errors in calculations and consolidation. They pull data directly from source systems, ensuring reports are consistent, up to date, and aligned across teams. This reliability gives stakeholders confidence in the numbers and supports better decisions.

Process automation services are important for businesses because they reduce manual effort, minimize errors, and ensure consistent workflows. By streamlining operations and speeding up data processing, automation helps companies scale efficiently without increasing costs. It also improves visibility and decision-making through timely, accurate information.

Systems and reporting automation services integrate business tools and automate data flows to eliminate manual processes and improve reporting efficiency. They connect accounting, operational, and analytics systems so information updates in real time, reducing errors and duplication.