Reconciliation, automation, and reporting reliability
Fix it once. Automate it. Keep it that way.
Fixed-price reconciliation and reporting fixes for operations, finance, and procurement teams running on ERP exports and spreadsheets. We start with what you already use — no platform rebuild required.
You work directly with the person scoping and building your fix — no account manager, no chatbot, no call required. Fit-check response within two business days.
Where we start
Pick the service that fits.
No open-ended engagements. Every project starts with a defined scope and a number you know in advance.
Not sure where to start
Automation Consultation
A workflow walkthrough, delivered as a written plan — prioritized fixes, itemized cost for each. This is the roadmap, not the build.
- Standard: one process area — $500
- Expanded: multiple systems — $900
- Delivered in 5–7 business days
Why it helps
- Standardized documentation your team can hand off
- Solves the "nobody knows how this report works" problem before it happens
- An itemized build estimate, priced, before you commit to anything
Know exactly what's broken
Report Rescue & Reconciliation
A one-time, ad-hoc fix — or a from-scratch build — for a report that's wrong, disputed, manual, fragile, missing, or unexpectedly needs someone to take ownership. Standardized, validated, and documented.
- Starts with a free, ~1-minute fit check
- Up to 2 data sources
- Exception log + handoff documentation
- 7–10 business day delivery
Why it helps
- A professional-grade result
- Matches and reconciles against prior reports
- Skip the scramble for a last-minute contractor or a gig-platform gamble
- Full-time-level reliability, without the full-time cost
Already trustworthy, or need it to be
Reporting Reliability
Once a report is trustworthy, we keep it that way — monitored, maintained, and quietly kept from breaking again.
- Named sources and named reports only
- Included change hours, set in the contract
- Rate set from the environment we've already seen
Why it helps
- Fewer man-hours spent on this report
- One less thing to worry about
- Priority support for future needs
Real result — running 12+ months
18–36 hrs/mo → ~4 hrs/mo
- 18 vendor reports
- 14–32 hrs/month recovered
- 12+ months running
- Human review retained
Built with: Outlook · Power Automate · Power Query
Reached after a Report Rescue or Automation Consultation, once we've seen your environment firsthand.
Get started
Free fit check
A few quick questions, about a minute. No charge, no obligation — we'll review and tell you which service fits.
Prefer email? Write to contact@marshallconsultancyllc.com instead.
Why Marshall Consultancy
A reliable reporting partner when you need an extra set of hands — or an outside perspective.
Marshall Consultancy provides owner-led support for short-term reporting needs, recurring fractional reporting work, automation opportunities, and last-minute reporting emergencies. The goal is to give businesses a dependable data resource without the overhead of a large consulting engagement or another full-time hire.
Existing reports can often be reconstructed from prior versions and available source data, keeping the format your team already knows while improving the process where needed. Marshall Consultancy can also bring an outside perspective to reporting and automation opportunities that may have been overlooked internally.
Work is handled directly, communication is responsive, and projects are designed to move quietly in the background while your team stays focused on its day-to-day work.
Remote, U.S.-based.