Mission Statement

The project focused on developing and refining workflows and reporting processes to enhance data management and analysis capabilities. It involved the integration of various data sources, the creation of reconciliation workflows, and the implementation of automated reporting systems. The project aimed to streamline financial data processing, improve data quality, and facilitate efficient communication and reporting.

Tools Used

·       Alteryx (data processing and workflow automation)

·       PowerBI (data visualisation and reporting)

·       Nanonets (document parsing and data extraction)

·       SQL (database management and query optimisation)

Detailed Solution

• Workflows were built to parse and reconcile data from various financial documents, such as bank statements and investment files. Alteryx was used extensively to automate these workflows, allowing for efficient data processing and reconciliation.

• PowerBI dashboards were developed to provide visual insights into the data, enabling stakeholders to make informed decisions.

• The project also included the integration of Nanonets for document parsing, which facilitated the extraction of relevant data from financial documents.

Impact

·       Enhanced the efficiency and accuracy of financial data processing and reporting.

·       Reduced manual effort and minimised errors, leading to more reliable data outputs.

·       An unified reporting system improved data visibility and accessibility.

·       Valuable insights from dashboards, supporting strategic decision making.