- Document processing
Two Wurqurs, Document Reader and Exception Handler, read every tender, so the estimators no longer have to.
~$37,000 saved a year for a commercial electrical subcontractor
See howThe weekly report used to take most of a day to rebuild. Now someone just checks it.
Management Reporter and Reconciler build the management pack for a 14-practice dental group every Sunday night, and won't let it publish until every figure agrees with the rest.
Dental group · 14 practices · ~120 employees · four systems
The rebuild
The finance manager pulled the same management report together every week: revenue from QuickBooks Online, patient and appointment activity from GoHighLevel, production and collections figures from a practice database, marketing performance from a set of Excel files. Revenue was easy. The rest, new-patient enquiries, booked appointments, cancellations, production, collections, marketing, had to be cleaned and cross-checked by hand across fourteen locations before any of it could go in the pack.
The practices themselves already sent data in a consistent format, so the numbers were rarely wrong at the source. The work was assembling and checking them, every week, sometimes into the weekend.
A report that quietly publishes wrong numbers is worse than no report.
What we found, and left alone
Most of what the finance manager did by hand was already available to them, or already supplied by other people. The work was assembling it into a report, not producing the numbers. Two things stayed theirs regardless: the final review and approval, and any figure that doesn't reconcile, which reaches them as a flag rather than a silent correction.
What we built
Management Reporter pulls from every source on schedule, normalises the figures across all fourteen practices, and builds the pack in the format the finance manager already used. Reconciler checks agreement between the sources that ought to match, and won't let a figure through until it does.
Management Reporter
Pulls from every source, builds the pack, and refuses to publish until the numbers agree.
- exception
Reconciler
Checks agreement between the sources that ought to match, and surfaces what doesn't.
What changed
the weekly management pack
Most of a day
Under 20 min
52
packs a year, built and checked before anyone opens one
300–420 hrs
a year, back to the finance manager
~$20,000
a year
What used to cost them roughly $1,740 a month by hand now runs on two Wurqurs for $134/month.
Where the humans stayed
The final review, and any figure that doesn't reconcile. The finance manager checks the report and its sources and adjusts it themselves if something looks off, before it moves forward. If a number from one of the fourteen practices doesn't agree with the rest, they hear about it immediately and go back to that practice directly, since the mismatch is sometimes a simple sending error at their end, not a fault in the report.
What it connects
Where the figures come from, the two Wurqurs, and where the finished pack lands.
where it arrives
- QuickBooks Onlinerevenue, across all fourteen practices
- GoHighLevelenquiries, bookings, cancellations
what runs
- Management Reporterpulls, normalises, builds the pack
- Reconcilerchecks the sources agree before it publishes
where it lands
- SQL reporting databaseholds history so periods compare cleanly
- Google Sheetswhere the finance manager reviews the pack
What it took
Four weeks. Three to build, test against past reports and deploy, one to shadow-run. The pack runs weekly, so we stayed in touch for a few weeks after to check each run, but the engagement itself was four weeks.
The same idea, somewhere else
The parts of a process that were already documented, run for real, with the exceptions pulled out for a person to see.
Every company rebuilds a report it shouldn't have to.
Tell us the job. We will tell you whether a Wurqur can hold it.