≋ WestSherman / Ops Analyst
Your month. Minus the spreadsheet fog.
Bring your business exports together in one readable monthly report. See what came in, what went out, and one practical thing to look at next.
$147/month · First month to start · No setup fee
A LOOK AT THE WORK / ILLUSTRATIVE EXAMPLE
The month, in plain English
AUGUST · ILLUSTRATIVE CASH SUMMARY
Collected $18,400 / Paid out $12,700
NET CASH MOVEMENT +$5,700
LOOK CLOSER: Three recurring software tools overlap.
Next step: review their usage before renewing.
Sample only. Your assistant uses your approved business information.
A CLEAR JOB DESCRIPTION
Here’s what comes
off your plate.
- Up to five standardized CSV exports
- Up to 10,000 rows total per month
- A one-page report and source notes
- One priority issue with a suggested next step
The report includes missing-data warnings and reconciles totals to the supplied files. Marketing return appears only when both attribution and cost data support it.
A good fit for
Owners who want a consistent monthly picture without building another dashboard.
What we need to get started
- Revenue, expense, and optional marketing exports
- Your reporting month, currency, and accounting basis
- Definitions for your services and sales channels
A SIMPLE START
Three steps. A lighter day.
WANT TO LOOK A LITTLE CLOSER?
Get the details.
Skip the pressure.
Three short emails from WestSherman about the Ops Analyst: how it works, what to prepare, and whether it fits your business. Unsubscribe anytime.
A few things to know.
What are the limits?
One business. Upload-based reporting; no custom integrations or bookkeeping cleanup. Cash movement is labeled separately from profit. Tax reserves use only your accountant-provided rate.
At your allowance, new work pauses until the next billing period. We notify you before the limit. Unused allowance does not roll over. Additional work requires a separately agreed plan - never an automatic charge.
Is this a human employee?
No. This is an AI-assisted service configured with your approved information. You remain responsible for business decisions and reviewing drafts. We do not guarantee sales, savings, reviews, or error-free outputs.
What happens after I pay?
You complete a short onboarding checklist and supply the listed business information. Standard setup is included; custom integrations are outside this plan. We confirm compatibility before activating your workflow. If we cannot deliver the advertised standard setup, we refund your first payment and cancel renewal.
Can I cancel without a call?
Yes. Use the billing page to manage your subscription. There is no cancellation fee or minimum term. Cancel online before renewal; your service continues through your paid period.