Financial Reporting That Actually Works For You
We spent years watching businesses struggle with month-end close. The endless spreadsheets, the late nights, the errors that nobody catches until the board meeting. There had to be a better way — so we built one.
Our automation setups aren't about replacing your team. They're about giving your finance people their time back so they can do the strategic work they're actually good at.
See How We Do It
Getting Started Is Simpler Than You Think
Most automation projects fail because they try to change everything at once. We break it down into manageable pieces that actually stick.
Map Your Current Process
We sit with your team and document exactly how reports get built today. No judgment — just understanding where time gets wasted and where errors creep in.
Identify Quick Wins
Some parts of your reporting can be automated in days, not months. We tackle those first so your team sees results while we're still working on the bigger stuff.
Build The Foundation
This is where we set up the data connections and validation rules that make everything else possible. It's technical work, but we handle it so you don't have to.
Train Your Team
Automation only works if people actually use it. We train your finance team on the new workflows until they're comfortable — not just during setup week, but for months after.
Optimize And Expand
After the first reports are running smoothly, we look at what else can be automated. Most clients expand their automation coverage significantly in the first year.
Ongoing Support
Business changes. Reports change. We're here to adjust your automation as your needs evolve, so you're never stuck with a system that doesn't quite work anymore.
The People Behind Your Automation
We're not a faceless consultancy. These are the actual people who'll be working on your reporting setup.
Linnea Viklund
Senior Automation Consultant
Linnea came to us from a Big Four firm where she spent five years building financial models. She got tired of doing the same reconciliations every month and taught herself Python to automate her own work.
Now she helps other finance teams escape the same tedious cycles. She's particularly good at explaining technical concepts to non-technical people — a skill that turns out to be more valuable than the coding itself.
When she's not setting up automation workflows, she's probably hiking somewhere in Yangmingshan National Park or trying new coffee shops around Taipei.
Dagmar Zetterström
Implementation Specialist
Dagmar handles the actual technical implementation of your automation setup. She's been working with financial systems for over eight years and has seen pretty much every data integration challenge there is.
What makes her different is that she actually understands accounting. She spent three years as a financial controller before switching to the tech side, so she knows why certain reports matter and what happens when numbers don't reconcile.
She's based in Kaohsiung and works with most of our clients in southern Taiwan. Her superpower is making complex integrations feel simple.
What Actually Happens During Implementation
No vague promises here. This is exactly what we do when we set up your reporting automation.
The Technical Work You Can Expect
- Data source connections that pull information automatically from your ERP, bank feeds, and other systems
- Validation rules that catch errors before they make it into reports — not after someone notices the numbers look weird
- Template reports that update themselves when new data arrives, formatted exactly how your executives expect them
- Audit trails that show who changed what and when, because finance teams need that for compliance
- Alert systems that notify the right people when something unusual shows up in the numbers
- Documentation that actually makes sense, so your team isn't dependent on us forever
Manual Reporting vs Automated Reporting
Here's what changes when you automate your financial reporting. These are real differences we see with our clients.
| Task | Manual Process | Automated Process |
|---|---|---|
| Monthly Close Timeline | Usually 5-8 business days with multiple reviews and corrections | Often completes in 2-3 days with fewer errors requiring correction |
| Data Entry Errors | Common — typically found during review or after distribution | Validation rules catch most issues before reports are generated |
| Report Formatting | Someone spends hours making Excel look presentable each month | Templates maintain consistent formatting automatically |
| Version Control | Multiple files named "Final_v2" and "Final_ACTUAL" floating around | Single source of truth with change history tracked |
| Ad Hoc Analysis | Requires pulling data from multiple sources and rebuilding reports | Can filter and slice existing data connections quickly |
| Audit Trail | Difficult to reconstruct who changed what when | Complete history of all changes and data sources |
| Scalability | Adding new entities or departments requires rebuilding processes | New data sources integrate into existing automation framework |
| Staff Training Time | New finance team members need weeks to learn report processes | Documentation and automated workflows reduce training to days |
Common Questions We Get
Most finance teams have the same concerns when they're considering automation. Here's what we usually tell them.
Will this work with our existing ERP? Probably. We've connected to most major systems and plenty of custom ones. If your ERP can export data in any standard format, we can work with it.
What if our reporting requirements change? They will. Business requirements always change. That's why we build flexible systems that can be adjusted without starting over from scratch.
How long until we see results? Most clients notice time savings within the first month as we automate their most tedious reports. Full implementation typically takes 3-6 months depending on complexity.
What happens if something breaks? We monitor your automated reports and respond quickly when issues come up. Most problems get fixed within hours, not days.
Ready To Stop Doing The Same Reports Every Month?
Most finance teams we work with tell us they wish they'd automated their reporting years earlier. The setup takes some time, but the time you get back compounds every single month.
We're based in Kaohsiung and work with businesses across Taiwan. If you want to talk about your specific reporting challenges, we're happy to have that conversation.
Get In Touch