Swiftask connects to MOCO to pull your time and budget data. Receive AI-generated summary reports directly in your communication tools.
Result:
Eliminate manual data entry. Make decisions based on project reports updated in real time.
Manual reporting in MOCO slows down your decisions
Financial and time tracking in MOCO is vital for profitability. However, extracting, formatting, and analyzing this data every week is a tedious manual process that delays strategic decision-making.
Main negative impacts:
Swiftask automates the extraction and synthesis of your MOCO data. AI turns your raw numbers into actionable reports, sent automatically to the right stakeholders.
BEFORE / AFTER
What changes with Swiftask
Traditional reporting
Every Friday, the project manager downloads data from MOCO, cleans the file, calculates margins, writes a summary, and emails it. The process takes 2 hours and the data is already partially outdated.
Reporting via Swiftask + MOCO
Swiftask automatically queries the MOCO API at regular intervals. The AI generates a summary report including remaining work and budget alerts. The report is ready in your Slack or Teams channel before your morning coffee.
Generate your MOCO reports in 4 simple steps
STEP 1 : Connect your MOCO instance
Use your MOCO API key to connect Swiftask securely. No complex infrastructure is required.
STEP 2 : Define your report KPIs
Select relevant indicators: completion rate, consumed budget, time spent per project or per collaborator.
STEP 3 : Schedule the frequency
Configure your agent to generate daily, weekly, or monthly reports according to your management needs.
STEP 4 : Centralize distribution
Choose the destination: direct delivery to a dedicated Teams/Slack channel or automatic saving in your knowledge base.
Analysis capabilities for your MOCO data
The agent analyzes time entry trends, budget variances compared to forecasts, and operational efficiency per project.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-moco@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic benefits for your agency
1. Responsive financial management
Identify projects at budget risk immediately with automatic alerts based on your MOCO data.
2. Major productivity gain
Reclaim hours of administrative work per week to focus on project management and client relations.
3. Standardized reports
Ensure perfect consistency in your reporting, regardless of the project manager, thanks to preconfigured AI templates.
4. Increased transparency
Share reliable and updated data with your clients to build trust and justify your billings.
5. Simplified compliance
Keep a complete history of generated reports, facilitating internal audits and annual financial closing.
Data security and privacy
Swiftask applies enterprise-grade security standards for your moco automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your project management
| Metric | Before | After |
|---|---|---|
| Report production time | 2-4 hours / week | Automatic (0 minutes) |
| Data freshness | 24-48h lag | Real-time |
| Data accuracy | Risk of human error | 100% consistent with MOCO |
| Reporting cost | Project manager hourly cost | Swiftask subscription cost |
Take action with moco
Eliminate manual data entry. Make decisions based on project reports updated in real time.