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Reporting for companies that run on an ERP

Ask your business a question.
Get the report.

Tau reads the databases already behind your ERP, accounting, and sales systems and turns a plain question into a live dashboard, a paginated report, or a PDF in someone's inbox every Monday. No data warehouse. No six-month project.

Why did revenue fall in August 2026?
Executive overviewExecutive overview dashboard with revenue KPIs, a six-year trend, category mix, region treemap, top customers, and a month-by-year heatmap.
ReceivablesCash and receivables dashboard with aging by region, month-end balances, payments by method, and a receivables bridge.
ProductsProduct and category performance dashboard with a treemap, a price-versus-margin scatter, and a category by region heatmap.
StatementA printed customer statement page.

Works with the systems you already run

How it works

From a question to a report your whole team can open.

Four steps, all inside Tau, all on the data you already have.

01 · ASK

Ask in plain language. Get the number and the reason.

Type a question. Tau looks at your live data, answers with the figures, the region and product behind them, and shows where the numbers came from.

  • Plain-language or technical answers, your choice
  • Knows your definitions once you tell it
Why did revenue fall in August 2026?
August posted $344,400 against $420,000 in July, down 18%. Almost all of it is espresso machines in the Northeast: $86,400 to $7,200. Thirty Northeast espresso orders are unshipped, worth $79,200, and four replenishment purchase orders slipped from August 5 to September 3.Based on posted invoices, open orders, and daily stock, September 2025 to August 2026.
August revenue$344,400
Change vs July−18%
Backordered$79,200
02 · BUILD

Turn the answer into a report. Approve the plan first.

One more sentence and Tau writes a plan: audience, period, tabs, and the questions each tab answers. You approve it, then the dashboard is built and opened for you.

  • Nothing is created until you say so
  • The result is a normal report you can change by hand
 The plan Tau shows before it builds
A report plan: title, audience, period, three tabs, and the questions the report will answer.
03 · FOLLOW THE NUMBER

From a total on a chart to the thirty orders behind it.

Right-click a bar, a row, or a card and Tau opens the orders, customers, or invoices that make it up, with your filters carried along. Go back and the report is exactly as you left it.

  • Filters narrow every chart and table on the page
  • Tables sort, filter by column, total, and export to Excel with live formulas
 Fulfillment · backorders behind the August decline
Fulfillment dashboard with on-time delivery, days to ship, an orders-to-cash funnel, and a backordered orders table.
04 · DELIVER

Send it as PDF, Excel, or a link. On a schedule. To the right people.

Every rep gets their own open-orders PDF Monday at 7. Every customer gets a statement on the first. Finance gets the aged balance as Excel that still adds up. Set it once.

  • One PDF to a list, or one per customer, rep, or location
  • Paginated pages print the same on every page, every time
 Aged trial balance · Letter landscape · 32 pages
A printed aged trial balance grouped by region and customer with aging buckets.
Built on Northstar Coffee, a demo company

What reports look like when they come out of Tau.

Six years of orders, invoices, shipments, payments, purchasing, and inventory across 400 accounts, in a real database. Every report below is live in the demo.

Executive overview dashboard
Executive overview Dashboard
Customer insights dashboard
Customer insights Dashboard
Customer statement page
Customer statement Paginated
Product and category performance dashboard
Products and categories Dashboard
Seasonality and price dashboard
Seasonality and price Dashboard
Inventory dashboard
Inventory Dashboard
Cash and receivables dashboard
Cash and receivables Dashboard
Year in review printed page
Year in review Paginated
Everything you need to analyze, report, and deliver

One tool for dashboards, paginated reports, and the questions in between.

Dashboards

KPI cards, more than twenty chart types, sortable tables, matrices, and filters that narrow everything at once.

Drill-downCross-filterSnapshot

Paginated reports

Statements, invoices, pick lists, aged balances, and month-end packs with sections, groups, totals, and page numbers.

PDFLetter, Legal, A4Subreports

Ask

Questions in plain language, answered from live data with the evidence, and a plan you approve before a report is built.

Your AI providerPlain or technical

Deliveries

Scheduled PDF, Excel, and secure links, to a list or one per customer, rep, or location, with run history.

BurstingMicrosoft 365Excel formulas

Your systems, read-only

Connects to the databases behind your ERP and accounting, with a read-only login IT controls. Combine several in one report.

SQL ServerBusiness CentralWarehouses

Sharing and sign-in

Sign in with Microsoft. Spaces, groups, and per-report permissions. Publish a version viewers see while you keep editing.

Microsoft EntraPublicationsViewer links

Tables built for volume

Sort, filter by column, totals and subtotals, color scales and data bars, CSV of every row, Excel that still adds up.

VirtualizedQuick filtersTotals

Honest about what is finished

Anything not finished is greyed out and says so. Every report is kept as readable files with a full version history.

Version historyRestore
Integrations

Reads from the systems you run. Pick the ones you have.

Tau reads from the database or data service behind each system. A single report can combine several of them, which is exactly what you need during a migration.

ERP and accounting AcumaticaDynamics 365 Business CentralDynamics GPDynamics 365 FinanceNetSuiteSAP Business OneSage IntacctSage 100 and 300QuickBooks EnterpriseEpicorInforOdoo
Databases and warehouses Microsoft SQL ServerAzure SQLAzure SynapseSnowflakeGoogle BigQueryAmazon RedshiftDatabricksPostgreSQLMySQLOracle
Commerce and operations ShopifyBigCommerceAmazon Seller CentralSalesforceHubSpotShipStationAny OData or REST source
Watch

One business question, from "why?" to a finished report. Two minutes.

Recorded on Tau against the demo company's live database. Waiting time is trimmed; nothing else is staged.

Ask why revenue fellThe answer, the region, the product, and the unshipped orders behind it.2:15
Turn the answer into a reportA plan, an approval, then a three-tab dashboard the team can open.2:15
Follow the numberChange a region, drill into the orders, pull a printed summary.2:15
For your IT team

Runs on a server you own. Reads only what you allow.

One service on Windows or Linux, or a container. A read-only database login. Optional Microsoft sign-in and a mail sender for deliveries. Reports are plain files with version history, so they back up, review, and restore like anything else.

Runs onWindows or Linux server, or a container. One process.
Reads fromSQL Server, any number of databases. OData services like Business Central.
Sign-inMicrosoft Entra with spaces, groups, and per-report permissions.
DeliversPDF, Excel, CSV, secure links, and email through Microsoft 365.
KeepsEvery report version. Credentials stay in configuration, never in reports.
AutomatesCoding agents through the Model Context Protocol.

See it on your own data.

Tell us which systems you run and the one report you wish you had. We will build it with you, live.