Automated Financial Reporting
Monthly close: 12 days → 4 days
Client Context
A financial services firm with data spread across 6 different systems. Monthly close required 12 days of manual work involving data extraction, reconciliation, report generation, and management commentary.
The Challenge
The finance team spent the first two weeks of every month on close activities, leaving little time for analysis and strategic finance work. Manual data reconciliation was error-prone and the CEO frequently questioned discrepancies.
Our Approach
We deployed a multi-agent system that automatically pulls data from all 6 source systems, reconciles figures, generates standardised reports, identifies anomalies for human review, and drafts management commentary. Human approval gates are built in at key checkpoints.
Timeline: 12 weeks
The Results
- Monthly close: 12 days → 4 days
- Reconciliation errors eliminated
- Finance team reallocated 60% of time to strategic analysis
- Anomaly detection catches discrepancies before board reporting
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