Reporting & Analytics

Stop Wasting Hours on Manual Financial Reporting

We build custom AI systems that automate data aggregation, validation, and compliance reporting for financial services—tailored to your actual workflows.

Get a Custom Solution

Industry Context

Financial services face heavy regulatory scrutiny. MiFID II, Basel III, and Dodd-Frank demand granular, auditable reporting. Market volatility forces firms to produce real-time risk dashboards, while shrinking ops teams struggle with legacy systems and manual data reconciliation. Spreadsheet-driven processes cause errors, slow down decisions, and increase compliance risk—especially during audits or when markets move fast.

By the Numbers

71%

of financial executives want better real-time risk analytics

Gartner Banking CIO Survey, 2025

$6.2M

average annual savings from AI-driven risk analytics

McKinsey Risk, 2024

45%

improvement in fraud detection with AI analytics

Accenture Financial Crime, 2025

The Problem

What you're dealing with

Manual reconciliation of trade data across front-office, middle-office, and settlement systems causing overnight batch delays

Quarter-end regulatory reporting needing 3+ people for 5 days to compile, validate, and submit

Ad-hoc report requests stalling because data lives in 4+ siloed systems (CRM, portfolio mgmt, risk engine, general ledger)

Auditors requesting historical transaction trails that take weeks to reconstruct from fragmented logs

Risk exposure reports arriving too late for daily treasury decisions because of manual data aggregation

The Solution

How it works

We start by mapping your real processes—not the documented ones—using AI-driven interviews with your ops, risk, and finance teams. We find where data originates, how it gets transformed, where bottlenecks happen, and what compliance checks are needed. Then we build a custom AI system that connects to your existing systems (Bloomberg, SAP, custom databases) and automates data ingestion, validation, and reporting. Using our internal tooling, we build a unified data pipeline that normalizes formats, applies business rules, and flags anomalies. The result is a reporting system that runs automatically—daily risk summaries, regulatory filings, client statements—without manual work. You get a working system deployed in your environment, maintained by your team, with full visibility into the logic and data flow.

Arc

Automates data integration and validation from multiple sources, keeping everything consistent and compliant

Wand

Generates dynamic reports and dashboards tailored to stakeholder needs with real-time data access

In Practice

Before and after

Before

Each morning, an analyst spends 2 hours extracting trade data from 3 systems by hand, reconciling discrepancies in Excel, and emailing a PDF risk report to the trading desk—often with errors from copy-paste mistakes.

After

We built a system that pulls trade data automatically at 6 AM, validates it against settlement records, flags outliers, and publishes a live dashboard to the trading team by 7 AM. The dashboard shows real-time P&L, exposure limits, and compliance checks.

1 Automated data pull from execution platforms, clearing systems, and risk databases
2 Validation rules applied to match trades, detect breaks, and flag exceptions
3 Dynamic dashboard generated with drill-down capabilities for traders and ops teams
4 Daily summary report auto-emailed to compliance with audit trail
5 Anomaly alerts sent via Slack for immediate action

6 weeks

From discovery to deployed solution

For a mid-sized asset manager automating daily NAV reporting and compliance checks

FAQ

Common questions

How long does it take to build a custom reporting system?

Typically 3-6 weeks from kickoff to deployment. Our internal tooling speeds up integration and testing compared to traditional development.

Do we need to change our existing data systems or databases?

No. We connect to your current systems—cloud, on-prem, or hybrid—without requiring migration or replacement.

How do you ensure compliance with financial regulations?

We build validation rules specific to your jurisdiction (EMIR, SFTR, etc.) and design audit trails into the system. All logic is transparent and configurable by your team.

Who maintains the system after deployment?

Your team owns it. We provide documentation, training, and support so your ops staff can manage and modify the system as needed.

What if our processes change?

The system is built to adapt. You can update validation rules, data sources, or report formats without re-engineering—just configure, no code needed.