// CASE STUDY //

Automated Financial Reports

A system that pulls transaction data from each branch and assembles consolidated financial reports.

CLIENT: Multi-branch business group
YEAR: 2026
DURATION: 7 weeks
SERVICE: Web app, API integration

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Challenges

Monthly reports were assembled manually from five different files, and each branch used a different chart of accounts.

Copy errors were only found after reports were submitted.

Solutions

Data from each branch is pulled automatically and mapped to one standard chart of accounts.

Consolidated reports are generated automatically with an audit trail, so every number can be traced back to its source transaction.

Technology

Next.jsNode.jsPostgreSQLDocker

Results

5 branches connected

3 days faster month-end close

0 manual re-entry

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