Rebuilding the master file by hand, then paying to chart it

Every month the spend team loses its first days stitching one master file together by hand: crosswalks run in Excel, sources reconciled by memory, the same cleanup redone from scratch. Then it pays for Power BI or Tableau seats to turn that file into charts, and waits on whoever owns the report to build the cut it actually needs. The reconciliation errors the manual pass buries never make it onto the chart at all.

Clean the data once in code, then ask for the cut in plain words

We clean the data once, in code. The sources are reached, normalized, and made queryable, and each new month appends to the same layer instead of being rebuilt. The crosswalks a team used to run by hand become real data, and the errors that used to hide in the manual pass get caught before anyone charts them.

An agent sits on that layer and answers in plain language, building the dashboard live as you ask for it, with no report to prepare first. That is what replaces Power BI and Tableau. A person still reads the number and makes the call.

The report takes a sentence, the audit is a queue

The cut you used to file a report for now takes a sentence. Ask for spend by vendor, by category, by month, and the dashboard builds in front of you.

Alongside it, a standing audit runs continuously for duplicate payments, split POs, and off-policy spend. The team stops hunting for problems and starts working them as a queue.

You own the analytics, with no per-seat BI license

The analytics ship as software into your own cloud, and you own them. There is no per-seat BI license to renew for every analyst who needs a chart, and no report backlog stuck behind one licensed owner. You pay to build it once, then for maintenance and continuous improvement, not rent on a seat you never own.

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Start with the report you rebuild every month

Show us where the master file lives and what the team charts by hand, and we scope it. Or email hello@mcintoshsystems.com.