The challenge
The client needed a custom monthly compliance report that their platform did not offer as standard - the data lived in three separate system reports that were exported and manually consolidated each month.
What we built
Our automation reads the three exports, cleans and cross-links them (including matching reasons and frequencies across reports), and produces a single report in the client's preferred format. Monthly reporting is now consistent, instant and error-free.
The result
Before: manual monthly consolidation. Now: instant.