Show us the process
Walk us through one recurring report your team currently creates manually.
Reporting automation for modern businesses
Turn days of reporting into minutes.
Valence automates recurring reporting workflows end-to-end, from data collection and validation to finished Excel, PowerPoint and PDF reports ready for review.
Inputs
Excel
CSV
APIs
Databases
Valence
ValidateTransformCalculateAnalyseGenerateOutputs
Excel
PowerPoint
PDF
Management Pack
Manual reporting drag
Still building the same report every month?
Your reporting process may work, but that does not mean your team should repeat it manually every month. Valence takes the workflow you already trust and automates the repetitive steps.
Download files
Copy into spreadsheets
Clean data
Reconcile numbers
Update formulas
Rebuild charts
Update PowerPoint
Write commentary
Check everything
Send
Before Valence
Produce and check
- Multiple spreadsheets
- Repetitive manual calculations
- Copying data between systems
- Hours spent updating slides
- Manual validation
- Reporting delays
- Knowledge trapped with individual employees
After Valence
Review and approve
- Automated data ingestion
- Consistent business rules
- Automated validation
- Reports generated in the required format
- Exceptions surfaced for human review
- Complete audit record
- Review and approve instead of rebuild
From produce-and-check to review-and-approve.
How it works
We automate the reporting workflow you already have.
We map the workflow
We identify the inputs, calculations, validation rules, exceptions and final outputs.
We automate it
Valence builds a reliable workflow that processes the data and reproduces the required report.
You review, not rebuild
Your team reviews exceptions and outputs instead of recreating the report from scratch.
What we automate
The repetitive work between raw data and finished reports.
Data collection
Excel, CSV, databases, APIs and existing business systems.
Data cleaning
Standardisation, mappings, filtering and transformation.
Business rules
Repeatable calculations and company-specific logic.
Validation
Missing data, duplicates, reconciliation, thresholds and exceptions.
Analysis
KPIs, trends, variances and performance metrics.
Report generation
Excel workbooks, PowerPoint presentations, PDFs and management packs.
Commentary
AI-assisted narrative and variance commentary where appropriate.
Distribution
Review, approval and delivery workflows.
Example workflow
Monthly client reporting
A typical pilot starts with one recurring report and traces the path from source files through validation, calculations, commentary, finished outputs and human review.
3 source filesData validationCleaning + reconciliationKPI calculationsTrend analysisChartsManagement commentaryBranded PowerPoint + ExcelHuman reviewReady to send
Reliability first
Automation where reliability matters. AI where intelligence helps.
Your numbers should be reproducible. Your automation should be auditable.
Deterministic software for
- calculations
- reconciliations
- business rules
- validation
- structured transformations
AI used selectively for
- understanding unstructured inputs
- identifying unusual patterns
- drafting commentary
- assisting with exceptions
Illustrative example
Reporting should not consume reporting week.
Calculate what your reporting process is costing youCurrent workflow3 people x 2 days/month= 72 person-days/yearWith ValenceAutomated processing + final human review
Who it is for
Built for teams buried in recurring reporting.
If your team repeatedly transforms the same types of data into the same reports, there is probably a workflow worth automating.
Operations
Finance
Performance
Client Services
Business Intelligence
Management
Pilot offer
Start with one report.
You do not need to overhaul your reporting infrastructure. Start with one recurring workflow that consumes meaningful time. We will understand the current process, automate it, validate the outputs and measure the impact.
Show us your reporting workflow- 20-minute workflow review
- Identify automation opportunity
- Agree success criteria
- Build pilot
- Compare against existing output
- Deploy
FAQ
Common questions
Do we need to replace our existing systems?
No. Valence is designed to work around the systems and reporting processes you already use.
Can you work with Excel?
Yes. Many reporting workflows still depend heavily on Excel, CSV and PowerPoint.
What reports can you automate?
Recurring operational, management, client, performance and other structured reporting workflows can often be automated. Suitability depends on the process.
Do you use AI to calculate our numbers?
Critical calculations and validation should use deterministic logic wherever possible. AI is used selectively where interpretation or generation adds value.
What if our process has manual exceptions?
We map exceptions explicitly and can surface situations requiring human review rather than forcing unreliable automation.
How do we get started?
Show us one recurring reporting workflow and we will assess whether it is suitable for automation.
Get started
What report does your team dread producing every month?
Show us the workflow. We will show you what can be automated.