Connected reporting
Bring SQL, spreadsheet, CRM, finance and operational facts into one model for consistent measures and exceptions.
04 · Data & Reporting
Lumaivo connects databases, exports, APIs, webhooks, SaaS platforms, phone systems, finance data and manual reference files into a controlled data flow. Sources stay identifiable and conflicts remain visible.
What this service is for
Operational truth is usually distributed. An advert platform knows spend and clicks, a phone system knows calls, a CRM knows opportunities, a job system knows delivery, and finance knows recognised revenue. Integration creates a repeatable route between those facts without pretending one source explains everything.
We begin with the safest useful access - approved copies, read-only database connections, exports, APIs, webhooks or MCP-enabled interfaces. Raw evidence is preserved before mappings and business rules create cleaner Silver and trusted Gold layers for reporting, workflow or AI use.
Where it becomes useful
Bring SQL, spreadsheet, CRM, finance and operational facts into one model for consistent measures and exceptions.
Replace manual rekeying with controlled API, file or event-based transfers between business systems.
Create an evidence-preserving layer that dashboards, workflows and assistants can use without querying every live system directly.
Method
Identify the useful sources, owners, interfaces, refresh needs and decisions the integration must support.
Choose read-only, copied-data, export, API, webhook or event patterns that respect source-system boundaries.
Retain raw payloads or snapshots with lineage, effective dates and checksums where appropriate.
Apply approved mappings, reference data, joins and confidence rules in a repeatable pipeline.
Monitor freshness, failures, late data and reconciliation exceptions with a clear support handoff.
Typical deliverables
Boundaries
Questions before the first conversation
Common routes include SQL Server, MySQL, Postgres, Excel, CSV, APIs, webhooks, SaaS exports, CRMs, phone systems, finance and job-management data. Feasibility depends on the access the system provides and the agreed security boundary.
Not necessarily. Many first stages use approved exports, copied databases or read-only interfaces. The safest useful pattern is chosen with the system owner.
A warehouse or lake may be one output, but the service starts with the business flow, mappings, evidence and controls. The architecture should match the scale and operating need.
Where the source supports events, webhooks or suitable APIs, near-real-time flows may be possible. Batch or scheduled integration is often safer and sufficient; the choice is made from the requirement.
The design includes logging, retry or quarantine behaviour, freshness checks and an exception route. Failures should be visible and recoverable rather than silently skipped.
Related services
Make every field, key, rule and ownership decision visible before building the next layer.
Read service 05 · Data & ReportingBuild reports around trusted definitions, visible exceptions and the decisions people need to make.
Read service 06 · Data & ReportingConnect spend, journeys, calls, leads, work and recognised value without pretending the evidence is perfect.
Read serviceSend the systems, reports, constraints and decisions involved. Lumaivo will help define a bounded first step and the evidence needed to accept it.
Map the first useful step