Financial Report Auto-Pilot
Automated aggregation of P&L data across subsidiaries, generating consolidated reports and audit trails instantly.
Services
ETL, Reporting, Compliance
Stack
Python, Tableau, QuickBooks API
Timeline
3 Weeks
Client
Holding Company
The Challenge
Month-end closing took 12 days. The finance team had to manually download CSVs from 5 different entities, standardize currencies, and merge them in Excel, leading to version control nightmares and errors.
The Solution
We built an ETL (Extract, Transform, Load) pipeline that runs nightly.
- Auto-Ingestion: Connects directly to bank APIs and ERP systems to pull transactions without human touch.
- Validation Logic: Checks for duplicate entries and currency mismatch discrepancies automatically.
- Live Dashboarding: Visualizes cash flow and burn rate in real-time via Tableau.
The Impact
Month-end close was reduced to 2 days, and the company gained 100% visibility into their financial health at any given moment.
Trust your numbers?
Real-time financial clarity, minus the Excel hell.