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AutomationFinancial Services

Automated Investment Reporting Pipeline

48xFaster report generation

The Challenge

Investment analysis teams spend a full day each week compiling data from multiple sources into standardized reports. The process involves manual copy-paste, formula updates, formatting, and review cycles.

The Solution

We built an automated ETL pipeline that pulls from multiple APIs, normalizes data across sources, runs financial calculations, and generates formatted Excel reports with charts. Reports can be generated on-demand instead of weekly.

The Results

48x
Faster (8 hrs to 10 min)
0
Manual data entry errors
On-demand
Reports instead of weekly

Tech Stack

Pythonn8nAWS LambdaExcelJS

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