You mention, that you can code and maintain yourself, and at the same time it sounds like your data can be dispersed across multiple sources. And you want to minimise license cost.

In my business we use R a lot for both analysis and reporting. It is free (open source), but you will have to build programs. But it will read any format, and also create output to any destination you want. So you could start off with a mix of R, Excel and pdf, just to get things going.

However, it could make sense for you to build a database already so you familiarise yourself with data warehouse thinking, since you want to expand with marketing automation. At that point you will need a database for monitoring response, sales etc. So it is important to build the right foundation as ealy as possible.

If you don't want to code, but want point-and-click, there is boatloads of software for that, but probably more license cost (unless you can find open source for that). So If I were you, I would start off with something smaller. After all, you want to focus on the value you create for the business and your colleagues, and the time you save, rather than a smooth IT-infrastructure for this.

I have lots of experience building reporting and analysis in the areas you mention, so if you want to discuss further, feel free to set up a call.

Good look with your development.

Best regards
Kenneth Wolstrup