Your weekly report should build itself.
Stop copying numbers into the same deck every Monday. Ask Metis for the report once, schedule it, and it arrives built from your connected systems with the same rules applied every time. When something changed materially, the report says so, and says why.
No credit card. The trial starts at your first answer, not the day you sign up.
Ask Metis
Weekly executive report
Northfield Mechanical · week of Sep 22, 2026 · built from QuickBooks, Stripe, Google Ads, HubSpot
Headline
Revenue $96,400, up 4.1% on the prior week. Gross margin 36%, down from 40%. Cash collected $91,200.
What changed
Hardware made up 31% of revenue, the highest share this year, at a 19% margin. Google Ads spend rose $2,300, all on the hardware campaign. Service bookings held at 142.
Exceptions
Stripe payouts ran $1,240 below QuickBooks deposits on Sep 16: refunds netted from payout, covered by rule. One $95 fee adjustment still unposted.
6 jobs completed last week have no invoice yet, worth about $8,700.
Worth asking
Is the hardware campaign meant to run at this margin? Who owns the six uninvoiced jobs?
Sources: QuickBooks, Stripe, Google Ads, HubSpot, data through Sep 28 · Rules applied: hardware at invoice (net 90); payouts net of refunds; ad spend includes agency fee
Schedule this report
Ask for the report once. Schedule it. Every Monday it arrives with the same rules applied and the exceptions called out.
How the Monday report gets made today
Every recurring report is the same job done again: pull the numbers, paste them into last week's version, fix what broke, write three sentences about what happened. The report is only as current as the person who built it had time for.
Six exports into the same slides every Monday morning. The numbers are right by 10am and stale by Tuesday. Nobody reads past slide three.
Every week
Half a day
Automated in Power BI or Tableau, which means a data model somebody has to maintain. One renamed column and the Monday email is blank.
When it breaks
A ticket
Twelve clients, twelve versions, one Friday afternoon. The logic drifts a little in each one, and a client eventually asks why their number changed.
Per client
An hour
A report is a question you ask every week. So ask it once.
Monday, 8:00
Sent
Ask for the report once. Schedule it. It builds itself from the systems.
Metis reads your connected sources, applies the company's rules the same way every week, writes the headline and what changed, calls out the exceptions, and lists what is worth asking next. If a rule changes, the next report says so. Nobody pastes anything.
The report stops being a deliverable and becomes something that arrives.
How it works
Connect the systems the report comes from
Books, billing, CRM, ad platforms, analytics. Sign in or paste a read-only key; drop an export for anything without a connection. No model to build and nothing to maintain when a column changes.
Ask for the report, once
Describe it the way you would to an analyst: "weekly executive report, flag anything that changed materially." Metis writes it from the data under your company's rules, with the sources and rules shown. Edit the ask until it is the report you want.
Schedule it and stop
Pick the day, the people and the format. Every run uses the rules as they stand that morning, so the numbers can never drift from the ones finance uses, and every change in a rule is called out in the report itself.
Reports built from the tools you already pay for
- QuickBooks
- Xero
- Stripe
- Square
- Google Ads
- Meta Ads
- Google Analytics
- Search Console
- HubSpot
- Salesforce
- Shopify
- ServiceTitan
- Jobber
- CallRail
- Google Sheets
- Anything else: drop an export and it counts
The same rules, every week, or the report tells you otherwise.
Automated reports usually fail quietly: the logic drifts, a definition changes, and nobody notices until a number is challenged in a meeting.
In Mercury11 the rules are written down, by the people who know, with their names on them. A scheduled report applies the rules as they stand at send time and lists them at the bottom. If a rule changed since the last run, the report says which one and what moved because of it. If two rules conflict, an admin settles it before anything goes out.
So the Monday number, the dashboard number and the number finance quotes are the same number, because they come from the same rules.
Reports people schedule first
Ask for next Monday's report today.
Connect the two or three systems the report comes from, describe it once, and schedule it. The first one arrives built from your real numbers, with the rules and sources shown. Free to start; the trial clock runs from your first answer.
Questions people ask first
Does this replace our accounting reports?
No. Your P&L, balance sheet and statements stay in your accounting system, which remains the system of record. Mercury11 reads those numbers alongside billing, CRM and marketing, applies the company's rules, and writes the report that explains what happened across all of them. It never writes back to the books.
Can it automate the Power BI or Tableau report we already have?
It replaces the need to. Automating a BI report means maintaining the data model behind it. Mercury11 has no model to maintain: connect the sources, describe the report, schedule it. If you want to keep your BI tool for exploration, connect your warehouse as a source and let Mercury11 do the recurring reports.
What formats and schedules?
Email with a PDF attached, on any day and time in your business's timezone, to any set of people on the account. Any table in a report exports to CSV. Daily, weekly and monthly are the common cadences.
Can clients get their own report?
Yes. Each client is its own business unit with its own sources and rules, and a scheduled report for a unit sees only that unit's data. Your commentary and the company's shared rules apply across all of them.
How do I know the numbers match what finance uses?
Because they come from the same rules. Every report lists the sources it read and the rules it applied, and if a rule changed since the last run it says which one and what moved. The same rules drive dashboards and every question anyone asks.
Who owns the data?
You do. Connections are read-only, each business sits in its own isolated database, disconnecting a source deletes its data, and you can export every rule and report in one click. We never train models on your data.
What does it cost?
One price for the whole company, not per seat. Plans start at $75 a month, month to month, no contract, with a 14-day free trial that begins at your first answer. See pricing.