Reporting cycle cut from 9 days to 2
Challenge
A mid-market lender ran month-end reporting on spreadsheets pulled from four systems. Numbers rarely tied and the CFO waited nine days for a signed pack.
Solution
Deployed a Power BI + SQL Server warehouse with automated ETL from the core banking, LOS, and GL. Built a governed semantic model and board-ready dashboards.
Tech stack
Impact
Single source of truth for finance and risk. Month-end pack ready on business day two, with drill-through to transactions.