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Financial Reporting That Actually Works For You

Most finance teams spend way too much time wrestling with spreadsheets and chasing down numbers. We set up reporting systems that handle the routine stuff automatically, so your team can focus on what the data actually means.

Based in Kaohsiung, we've been helping Taiwan businesses cut their monthly reporting time from days down to hours. Not through magic — just solid automation setups that fit how your company actually works.

Back to our homepage or check the common questions people ask us.

Financial reporting automation workspace

What We Actually Set Up

These aren't off-the-shelf templates. Each setup gets customized based on your specific reporting needs and existing systems.

Data Pipeline Configuration

We connect your various data sources — accounting software, banks, internal databases — into one reliable flow. No more manual downloads or copy-pasting between systems.

Report Template Development

Custom templates that match your existing report formats. Your stakeholders won't need to learn new layouts, but you'll spend way less time building them each month.

Validation Rule Implementation

Automated checks catch common errors before reports go out. Things like balance reconciliations, variance flags, and completeness checks all happen automatically.

Distribution Automation

Reports get generated and sent to the right people at the right time. You set the schedule once, then it just happens — no more scrambling on deadline days.

Dashboard Creation

Real-time dashboards for executives who want current numbers without waiting for month-end. They see what they need when they need it, and stop asking you for updates.

Documentation & Training

We document everything we build and train your team to maintain it. You're not stuck calling us every time something needs a small adjustment.

How The Setup Actually Happens

1

Discovery & Mapping

We start by sitting down with your team to understand your current reporting process. What reports do you produce? Where does the data live? What takes the most time? This usually takes a week or two of conversations and observation.

2

System Design

Then we design the automation architecture. We map out data flows, identify integration points, and plan the technical approach. You get a clear picture of what we're building before we build it.

3

Development & Testing

We build the system in stages, testing each piece as we go. You'll see working versions early on, not a big reveal at the end. This phase typically runs 4-8 weeks depending on complexity.

4

Parallel Running

We run the new automated system alongside your existing process for at least one full reporting cycle. This catches any edge cases and builds confidence that the numbers match.

5

Handoff & Support

Once everything checks out, we train your team and hand over full control. We stick around for the first few cycles to handle questions, then provide ongoing support as needed.

Streamlined financial reporting process

What Changes After Setup

Time Gets Redistributed

Teams typically save 60-70% of the time they currently spend on routine reporting tasks. That time shifts to analysis, planning, and other work that requires human judgment.

Errors Drop Significantly

Manual data handling creates mistakes. Automation doesn't eliminate all errors, but it removes most of the common ones — wrong cell references, outdated numbers, transcription mistakes.

Reporting Becomes Predictable

Reports arrive on schedule without last-minute fire drills. Finance teams stop working late nights around month-end just to hit deadlines.

Information Flows Faster

With automation handling the grunt work, you can produce reports more frequently if needed. Weekly reports become as easy as monthly ones used to be.

Who Does The Work

Our setup team combines finance knowledge with technical expertise. They've all worked in finance departments before moving into automation consulting.

Maeve Thornbury

Maeve Thornbury

Senior Implementation Consultant

Maeve spent eight years as a financial controller before joining us in early 2023. She knows the pain points of manual reporting from experience, which makes her particularly good at designing systems that actually fit how finance teams work.

Saoirse Kildare

Saoirse Kildare

Technical Architect

Saoirse handles the technical side of our implementations. She's been building financial data systems since 2019 and has a knack for making complex integrations work reliably. Her background includes both software development and financial analysis.

Ready To Cut Your Reporting Time?

Most projects kick off about 6-8 weeks after initial contact. We're currently scheduling discovery sessions for July 2025 starts.