Investor Reporting Case Study | Finance Automation
Back to Case StudiesAutomated Quarterly Reporting Engine
Zero-touch preparation of investor reports with automated data ingestion and AI narrative generation.
This Finance AI automation case study explores Automated Quarterly Reporting Engine. Tags: Finance, Reporting, AI Implementation, Document Processing, OpenAI, Retool, AI Automation, Workflow Automation.
3 weeks → 4 hours
Report Production
Audit-Ready
Quality
Strategy over Admin
Advisor Focus
Overview
A multi-family office created custom quarterly reports for 60+ high-net-worth families — fully manually. The automated system reduced report production from 3 weeks to 4 hours while ensuring audit-ready quality.
Challenges
Dozens of data sources (custodians, banks, private investments)
Manual spreadsheets for performance, risk, allocation
Advisors writing narratives manually
Missing or outdated documents delaying production
What We Delivered
Central portfolio data model
Automated ingestion from custodians (Plaid, bank APIs, statements)
Computational engine calculating returns, allocation, volatility
Narrative generator producing market performance, allocation changes, risk updates
Approval workflow for advisors
Report export to PDF
Tech Stack
Python ingestion, PostgreSQL, Datastax vector store, OpenAI RAG, React dashboards, Google Cloud
Tags
Results
3 weeks → 4 hours
Report Production
Audit-Ready
Quality
Strategy over Admin
Advisor Focus
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