AI Solutions
AI Finance Dashboard Automation
Eliminating manual reporting for a financial services firm.
Client
Mid-market financial services firm
Industry
Financial Services
Duration
12 weeks
The Problem
The client's finance team spent 40+ hours per week manually compiling reports from 12 disparate data sources — a process error-prone and increasingly unsustainable as the business scaled.
- 12 disconnected data sources requiring manual export and reconciliation
- Reports taking 2–3 business days to prepare
- Frequent data errors leading to board-level restatements
- No self-service analytics capability for business units
Our Solution
We built an AI-powered finance intelligence platform with automated data ingestion, LLM-driven natural language querying, and a self-updating dashboard generator.
- Unified data pipeline ingesting from all 12 sources via API and automated ETL
- LLM integration with RAG architecture for natural language financial queries
- Automated report generation with configurable templates and scheduling
- Role-based dashboard access for CFO, finance team, and business unit leads
The Result
The platform went live in week 12 and immediately transformed the finance team's workflow — from 40+ hours per week to under 12, with higher accuracy and real-time data freshness.
Technology Stack
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