Problem
Month-end meant exporting from the accounting system, the bank, and two spreadsheets, then rebuilding the same charts by hand. By the time the pack was ready the numbers were already stale.
Case studies / Finance / Insurance
The board pack builds itself instead of being rebuilt every month
Finance / Insurance · Finance Director
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Reporting
DwgWhat we built
SheetFinance / Insurance
Steps04
What we built
Build
- Scheduled pipelines pull from each source nightly, reconcile them against a single chart of accounts, and publish a live dashboard plus a formatted PDF pack.
- Variances outside a threshold are flagged with a note rather than left for someone to spot.
Stack
- Python
- Apache Airflow
- PostgreSQL
- Looker Studio
Result
Reporting went from a manual rebuild to a scheduled job, and the leadership team reads current numbers instead of last month's.
Before and after
Outcome
Board pack
Manual to scheduled
Data refresh
Nightly
Chart rebuilds
Published, not rebuilt
Track record
6+
Years building automation
500+
Client reviews (4.9 avg)
650+
Projects delivered
A pattern we build often. Outcomes describe the system and how it changes the work, de-identified for privacy. Named references for your industry are available on request under a mutual NDA.
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