Reconciliation Automation & BI – Global Financial Institution

A large bank struggled with slow reconciliation reporting. Automating the process saved analysts time, improved accuracy, and sped up resolution.

[ TIMELINE ]

18 Months

[ CLIENT ]

Anonymous

[ INDUSTRY ]

Startup

E-commerce

[ CHALLENGE ]

  • Analysts manually categorized reconciliation breaks.

  • Daily reports were maintained in spreadsheets, slowing insights.

  • Delays created risk in compliance and operations.

[ SOLUTION ]

  • Automated extraction and categorization of reconciliation data.

  • Built dashboards with daily auto-refresh.

  • Delivered standardized reports for audit and leadership.

[ RESULTS ]

$18B

In Remediated Breaks

50%

Faster Ongoing Resolution

7

Different Exec Dashboards Created