Reports that
write themselves.
You already have the numbers. You just never have time to read them. Palanca builds reports that arrive in plain language, telling you what happened, what changed, and what to look at.
Which tier fits?
Depends on where your data lives. A platform that emails you reports, a Google Sheet, or scattered across three different systems.
The reports you already get, with context added.
A restaurant on Square already gets a daily sales summary email. Charts, totals, category breakdowns. The owner glances at the number, files the email, moves on. The signal's in there. Nobody has fifteen minutes to read for it.
Palanca reads each report the moment it arrives and sends back an enhanced version thirty minutes later. Three or four sentences in plain language. What was strong, what was soft, what looks unusual, what to investigate. No new dashboard, no new login. It lands in the same inbox as the original report.
This works for any platform that emails you reports. Square, Toast, Shopify, Stripe, QuickBooks, Xero, Google Analytics, Mailchimp. If it arrives as email, Palanca can read it. No API integration needed. The cheapest useful thing on the menu.
- check_circleRecognition rules for every platform that emails you reports
- check_circleA custom analysis prompt tuned to your business, margins, and seasonality
- check_circleAn enhanced version of each report in plain language, within 30 minutes of receipt
- check_circleA weekly rollup if you get daily reports. Trends you'd miss otherwise
- check_circleUp to 2 prompt adjustments a month (what to focus on, new benchmarks)
Final price depends on your data, volume, and integrations.
Your spreadsheet, summarized every Monday morning.
A property management company tracks rent collection, maintenance costs, and occupancy in a Google Sheet. Every month the manager spends half a morning pulling numbers, comparing to last month, and writing an update email for the owners. The data's already there. The email is always late.
Palanca builds a small scheduled pipeline. On the first Monday of the month, it pulls the sheet, calculates the comparisons, spots the outliers, and writes the summary email. Plain language. Specific. Tuned to what the owners actually care about. The manager reads it, approves, and hits forward. What used to be half a morning is ten minutes.
This is specifically for businesses whose critical data lives in spreadsheets. Property management, agencies, small manufacturers, workshops. If you're already on Square or QuickBooks, Tier 1 is a better fit. If your real picture only shows up when you combine three systems, keep reading.
- check_circleA data processor that pulls from your Google Sheet on a schedule
- check_circlePeriod-over-period comparisons calculated for you. Week vs. week, month vs. month
- check_circleAn AI-written narrative in plain language, tuned to your business
- check_circleScheduled email delivery to whoever needs to see it
- check_circleAn archive of every report so you can look back at the trend
- check_circleUp to 2 template tweaks a month included
Final price depends on your data, volume, and integrations.
The report your dashboards can't build.
A restaurant owner looks at Square and sees "Tuesday was slow." In the staffing sheet, Tuesday was short one server. In inventory, the kitchen ran out of paella rice at 2pm. The weather station recorded 38°C. No dashboard shows all four facts together. By Friday, the owner has a vague sense that Tuesday was a problem and no idea why.
Palanca builds a report that correlates across every system. Monday morning: "Tuesday was soft because you were understaffed for the lunch rush AND your top seller was out of stock by 2pm. Revenue was €600 below forecast; €400 of that maps to the inventory gap." Specific. Actionable. Written in the owner's language.
This fits businesses running three or more systems where the full picture is never in one place. Multi-location restaurants. Property management with separate rent, maintenance, and occupancy trackers. Agencies with project management, time tracking, and invoicing split across tools. The story's in the data. Palanca just makes sure somebody actually reads it.
- check_circleMulti-source data pulls from 3 – 5 systems
- check_circleCorrelation rules that flag cross-system patterns
- check_circleAnomaly detection that tells you what's actually unusual
- check_circleAI narrative that ties it all together
- check_circleScheduled delivery: email, Slack, PDF, whatever your audience wants
- check_circleArchive and drill-down for when the narrative makes you want to check the source data
Final price depends on your data, volume, and integrations.
What's in each tier
Common questions
Not sure?
Book a free call. Tell Palanca where your data lives and what you wish you knew from it.