Reporting automation
Turn your Excel exports into a Power BI dashboard that refreshes itself, daily.
WasCopy-paste every month
NowRefreshes itself, overnight
UK-basedMicrosoft 365 & Power BI
Reports that build themselves.
Eugnel turns your Excel exports, inbox pile-ups and folder chaos into automated dashboards, self-running workflows and AI document search — fixed scope, fixed price, starts with a free review.
Free 30-minute process review — no commitment, no sales call
A
B
C
#REF!
D
E
#REF!
F
#REF!
Revenue£148k↑ 12%
Orders1,248↑ 9%
On-time96%↑ 2%
Step 1Where should you start?
Tell me your biggest frustration
Two quick questions. We’ll point you at the right service and a sample that matches your situation.
Question 1 of 2
What eats your time?
ServicesWhat we build
Three things, done well
Fixed scope, fixed price. Every project ends with a handover your team can maintain.
Workflow automation
Approvals, invoice filing, quote follow-ups — automated in Microsoft 365.
WasChasing by email
NowThe flow does the chasing
AI document search
Ask a plain-English question; get the clause, the source and the page number.
Was20 min digging per question
NowAsk, get clause + source
ExamplesWhat it looks like
Pick the outcome you want
Sample builds. Same tools, same approach, fixed price.
Revenue£148k↑ 12% MoM
Orders1,248↑ 9% MoM
Margin28.6%↑ 3% MoM
On-time96.3%↑ 2% MoM
Revenue by month
Top products
Maintenance plans£52k
Installations£41k
Parts & supplies£28k
Call-outs£17k
Training£10k
Sample · ReportingI want this → free 30-min review
Monthly sales pack → live dashboard
A 2-day Excel routine for a trade business, rebuilt in Power BI.
Before2 days of copy-paste / month
AfterRefreshes itself, daily
Built withPower BI · Excel · Xero
Scope3 weeks, fixed price
WorkBefore & after
Before ugly. After handled.
Real process types, anonymised. Flip any card to see the after.
#REF!
#REF!
#REF!
Revenue£148k
Orders1,248
On-time96%
Monthly Excel report → Live dashboard
RE: RE: RE: Invoice approval??Mon
Chasing — PO sign-offTue
URGENT did anyone approve thisTue
Fwd: Fwd: holiday requestWed
Invoice filed + loggedAuto · 09:02
Approval requestedAuto · 09:02
Reminder sent (48h)Auto · Thu
Approved → supplier notifiedDone
Inbox full of chasing → Flow that chases
📁 Contracts (2019–2026)📁 suppliers_old📄 agreement_v2_FINAL.pdf📄 agreement_v2_FINAL(2).pdf📁 misc scans📄 scan0034.pdf · which one??
🔍 What's our notice period?
60 days' written notice — clause 14.2, FacilityPro agreement (2026). Source: p.12.
Folder of contracts → Instant answers
call Mrs P re: quote!!Q-104 — did they reply?follow up Tues (which Tues?)QUOTE → ask Dave
Day 0Quote Q-104 sent — logged automatically
Day 3Polite nudge emailed, reply detected
Day 7Second nudge + task created for you
Day 14Marked cold — monthly summary updated
Forgotten follow-ups → Quotes chased on time
customers_v3_FINAL.xlsxcustomers_v3_FINAL_(Dave).xlsxcustomer list NEW.xlsxcopy of customer list NEW.xlsxUSE THIS ONE.xlsx
Customers — single register
Harper & CoMaintenanceActive
Linden FarmInstallQuoted
Bryce MotorsCall-outActive
Fern DentalMaintenanceRenewal due
Five versions of the truth → One source of truth
jobs WhatsApp grouppaper job sheetsinvoices = email folderrota on the fridge
One source of truth
CustomersJobsQuotes
Runs itself
Invoice filingReminders
One screen
This weekCash position
No system at all → A system, drafted
No system at all? That’s fine — we start there.
If you’re running on WhatsApp groups, paper job sheets and an email folder you call your “system” — we map it, draft a better one, then automate the worst part first. Starts with a free review.
How it worksThe process
Fixed scope, four steps
Clear milestones. No scope creep. A handover your team can actually use.
1
Discovery
We understand your current process, data sources and pain points. Usually a 30-minute call.
2
Scope
We agree exactly what is included, what is excluded, and what the milestones are. Written down.
3
Build & test
We build the dashboard, flow or search tool. You get to see it before it is finished.
4
Handover
We hand over with written notes your team can follow — not a training course you have to attend.
FreeGet started
Start with a free 30-minute process review.
Tell us what you’re dealing with. We’ll tell you whether it is worth automating, what it would take, and what a fixed-scope project would look like.
✓Fixed-scope projects — you know the price before we start
⏱Typical build time: 1–4 weeks
🇬🇧UK-based — we understand UK business processes