Source and measure reconciliation
Source and measure reconciliation. Keep the source details and outstanding dependencies together.
CLIENT DATASET / MEASURE DEFINITION / REFRESH PERIOD
AI agent for business intelligence consultancies
A dashboard is useful when its numbers can be explained.
Your AI agent keeps grain, joins, time zones, metric definitions and refresh dates explicit.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Reporting delivery deskSPECIALIST / 550
YOUR SPECIALISED AI AGENT
One place for source and measure reconciliation, report build and refresh coordination, stakeholder delivery and exception closure.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Start with one current assignment and your available client dataset records. Source and measure reconciliation comes first: reconcile the sources, save the working plan and carry the next available steps through.”
- Source and measure reconciliation
- Report build and refresh coordination
- Stakeholder delivery and exception closure
A useful first result
An editable reporting delivery desk working register with traceable references, resolved discrepancies and specific next actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Deliver the monthly reporting packs for ten clients, repair failed refreshes, reconcile disputed totals and update the agreed dashboards.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your client dataset, measure definition and refresh period records, current commitments and the connected accounts used for report build and refresh coordination.
- Source and measure reconciliation
- Report build and refresh coordination
- Stakeholder delivery and exception closure
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- Reporting delivery desk owner
Deliver the monthly reporting packs for ten clients, repair failed refreshes, reconcile disputed totals and update the agreed dashboards.
- Your AI agent · AI Agent Store
A join duplicates revenue in one report and another mixes local dates with UTC. I am correcting the calculations and checking affected historical periods.
Work in progress - Reporting delivery desk owner
Keep the signed-off metric definitions; record any proposed change separately.
- Your AI agent · AI Agent Store
Ten reporting packs are delivered with refreshed data, reconciled totals and an explanation of the corrected periods. Dashboard changes and source references are saved. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
The details your specialist follows
Inside the reporting delivery desk
Follow each reporting delivery desk reference through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: refresh failures, duplicate joins, changed source schemas and unexplained total differences.
Illustrative working document · your records start empty
| Client dataset | Dependency to follow | Evidence of completion |
|---|---|---|
| BI-104 | Source and measure reconciliation | Reconciliation discrepancies resolved |
| BI-118 | Report build and refresh coordination | Refresh failures restored |
| BI-126 | Stakeholder delivery and exception closure | Measures passing reconciliation |
Active reporting delivery desk records3
Reporting packs delivered20 packs
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
Built around the details that matter
Source and measure reconciliation. With the right questions already in mind.
Delivers client analytics and dashboards; cloud-cost consultancies specialize in infrastructure economics rather than general reporting.
Report build and refresh coordination
Report build and refresh coordination. Track changes against the same job reference.
Stakeholder delivery and exception closure
Stakeholder delivery and exception closure. Save the outcome and carry the next steps into your working records.
CLIENT DATASET / MEASURE DEFINITION / REFRESH PERIOD
A working brief for your AI agent.
Keep grain, joins, time zones, metric definitions and refresh dates explicit. Reconcile totals against the source before presenting trends, investigate missing periods and track stakeholder revisions without silently changing the meaning of historical measures. Your specialist maintains these working records in regular Teams as the assignment develops.
AI
Your AI agentPrepared for business intelligence consultancies
Reporting delivery desk working registerEXAMPLE, NOT LIVE ACTIVITY
An example record for reporting delivery desk reference, client dataset, measure definition and refresh period, current commitment and next dependency, reporting packs delivered.
01Client dataset02measure definition03refresh period
The useful next step
Source and measure reconciliation
Prepare source and measure reconciliation from the available records. Save the supporting references and mark any missing details so the next step stays clear.
From enquiry to a useful next step
Reporting delivery desk working register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Source and measure reconciliation
Reporting delivery desk reference and Client dataset, measure definition and refresh period, ready to check.
03
Report build and refresh coordination
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Stakeholder delivery and exception closure
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
A small tool for a real job
Packs to plan. Before the back-and-forth.
Follow refresh failures, duplicate joins, changed source schemas and unexplained total differences before they turn into another missed commitment.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Reporting delivery desk reference
- Client dataset, measure definition and refresh period
- Current commitment and next dependency
- Reporting packs delivered
Try your own numbers
Packs to plan
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Prepared for your business
The numbers behind your reporting delivery desk.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded total · packs
Reporting packs delivered
What this measures
Actual packs for reporting packs delivered, from completed source records in the reporting delivery desk working register. Log the observed quantity once per source completion; exclude planned work, duplicate updates and example figures.
Recorded cases · cases
Reconciliation discrepancies resolved
What this measures
Distinct reconciliation discrepancies resolved cases supported by a recorded outcome in the reporting delivery desk working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.
Recorded cases · cases
Refresh failures restored
What this measures
Distinct refresh failures restored cases supported by a recorded outcome in the reporting delivery desk working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.
Average · hours
Source ready to report delivery
What this measures
Elapsed hours for source ready to report delivery, using actual start and completion timestamps for the same source case. One duration per completed observation; omit pending cases and missing timestamps.
Observed rate · %
Measures passing reconciliation
What this measures
Measures passing reconciliation divided by all completed assessments of the same requirement with a known met or not-met outcome. Use the agreed job specification and actual evidence; classify each source case once, excluding pending and unassessed work.
Observed rate · %
Reporting commitments met
What this measures
Reporting commitments met divided by completed commitments with known original agreed deadlines and actual completion timestamps. Record on-time or late once per commitment; exclude pending or undated work and never move a past deadline to hide lateness.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match business intelligence consultancies. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask your reporting delivery desk to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for business intelligence consultancies.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
At your reporting delivery desk.
Can it follow client dataset, measure definition and refresh period through the whole assignment?
Keep grain, joins, time zones, metric definitions and refresh dates explicit. Reconcile totals against the source before presenting trends, investigate missing periods and track stakeholder revisions without silently changing the meaning of historical measures. Start with the records you have; add connections when you want it to work in those systems.
Is this only for the three tasks shown?
No. This is an AI agent specialised for business intelligence consultancies, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for business intelligence consultancies, its workflows and your reporting delivery desk working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
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