Your monthly management report, delivered on the same day every month
I pull the numbers from your systems, reconcile them to your books and send the report you'd otherwise build by hand.
Hi, I'm Jon's intake assistant, an AI. What does your monthly report need to cover, and where does that data live today?
About 3 minutes. You pick a call time at the end.
Your team gets the first week of every month back
Pay nothing until you approve the written scope.
- First report in as little as 3 business days
- Cancel with 30 days notice
- Wrong numbers fixed and resent at no charge
“In a few weeks, he asked critical questions and worked with me to develop a dashboard for the org that was better, cleaner and easier to understand than some others that took many quarters to create.”
What the monthly report costs you now
Use your own numbers. Nothing is sent until you submit the form below.
$14,400 a year
288 hours, about 7 work weeks, spent building the monthly report by hand.
Take the report off your plate- Same format each month, so trends are easy to spot.
- Up to 12 metrics from up to 3 sources, in a format you approve.
How it works
Tell me what you need
Answer a few questions, about 3 minutes.
Discovery call
We confirm what you need and whether I'm the right fit.
Written scope and price
Approve the report contents and delivery day, then a refundable $250 deposit reserves your start.
Who builds it
Jon Kim, Founder, ClearMetric, Dallas, Texas
- 10 years in analytics and data science, including Square and UMB Bank
- MS in Economics, Purdue University
You work with me directly, from the first call to delivery.
“I gave him access to our 'not terribly robust' CRM, and he analyzed two years worth of data very quickly.”
“Jonathan went above and beyond to help me with this project. When it turned out more complicated than I first anticipated, he even reached out to his network to get additional expertise.”
Works with
- Excel
- Google Sheets
- QuickBooks
- SQL databases
- Stripe
- HubSpot
- Any API or CSV export
Questions
What if I need more metrics or sources?
You get a quote for the larger scope before you pay anything.
Why not use an AI tool?
AI can draft a report. It can't pull from your systems every month, reconcile to your books or stand behind the figures. I use AI to work faster and check every figure myself.
Book a free discovery call
Pay nothing until you approve the written scope. 6 required questions, then you pick a time.