Finance · Arcos Capital
Financial and Management Reporting Automation
Every month someone on your team downloads files, pastes them into spreadsheets, cross-checks numbers and builds the same report. Reporting automation connects your sources, reconciles the data, generates the reports on schedule and links every figure to its origin. At Arcos Capital, building the monthly report pack went from 26 hours to 2: 288 analyst hours freed per year.
What this service covers
Reports we automate
- Monthly management pack for leadership or the board.
- Financial and portfolio reports for clients or investors.
- Daily or weekly operating reports: sales, inventory, tickets, collections.
- Fixed-format regulatory and compliance reports.
- Bank and cross-system reconciliations.
How it works
- Connectors to your sources: ERP, CRM, banks, spreadsheets, data warehouse or files arriving by email.
- Automatic normalization and reconciliation; anything that doesn't tie out is flagged for review.
- Report generation in the format you already use (PDF, Excel, Google Slides, dashboard).
- Scheduled distribution with version history.
- Traceability: every number shows its source, its refresh date and the checks it passed.
Why traceability matters
An automated report nobody can explain is useless. We design reporting so that any question about a figure takes seconds to answer: which file or system it came from, when it was refreshed and whether it reconciled with the other sources.
Ways to handle reporting
| Criterion | Manual spreadsheets | BI tool alone | Automated reporting |
|---|---|---|---|
| Hours per cycle | Many, growing with volume | Fewer, but consolidation stays manual | Exception review only |
| Traceability of each figure | No | Partial | Yes, down to the source file |
| Cross-source reconciliation | Manual | Manual | Automatic, with alerts |
| Copy-paste errors | Frequent | Less frequent | Eliminated |
Real use cases
Implementation process
- 1
Diagnostic
We analyze your process and tell you what to automate, how, and what return to expect.
- 2
Implementation
We build the solution connected to your systems, with working deliveries and real tests.
- 3
Operation and improvement
We leave it running, train your team, and measure results.
The full detail, with deliverables per stage, is in how we work.
Frequently asked questions
Do I have to change my ERP or spreadsheets?
No. The automation works on the sources you already have and connects them.
Can I still get the report in Excel?
Yes. The output is whatever your team or leadership already uses: Excel, PDF, slides or a dashboard.
What does it cost and what does it save?
It depends on the sources and the volume. In the Arcos Capital case the investment was $8,260 with a 16-month payback, per the cost model published in the case study.
How many hours a month go into building reports?
Tell us which reports you build and from which sources, and we'll estimate the time you'll get back.