USE CASE · REPORTING AUTOMATION
Automated Company Reports
How we automated recurring reporting for a client's finance team, folded into a broader engagement.
reports delivered to clients
average delivery time
report sections generated per cycle
The Situation
A client's finance team was manually pulling and compiling recurring company and counterparty reports for every reporting cycle — slow, repetitive work that had nothing to do with the team's actual analysis.
The Approach
We built a scoring model across five evaluation dimensions, then automated the pipeline end to end so the finance team receives a ready report instead of raw filings.
Methodology
5 evaluation dimensions
Each company receives a score from 0 to 100, calculated across 5 key dimensions (max 20 points each).
Liquidity
Current Ratio, Quick Ratio, Cash Ratio — the company's ability to cover short-term obligations.
Profitability
Profit margins, ROA, ROE — how efficiently the company generates profit from available resources.
Debt Structure
Leverage ratio, solvency — the balance between equity and debt.
Growth
Revenue CAGR vs inflation — the real pace of growth over time.
Stability
Result consistency, risk history — how predictable and resilient the company is.
Final Rating A-E
From A1 (very low risk, 85-100 points) to E (critical risk, below 25 points). Includes history and evolution.
How It Works
An orchestration layer sits over a national tax-authority and company-registry platform — ANAF and ONRC, in the case this was built for — and normalises the public filings into a ready report. The same orchestration pattern applies to any public or enterprise data source, not just that one.
Detailed financial analysis across 22 sections, generated with advanced AI — for informed decisions.
What Each Report Includes
The Stack
Public-registry data ingestion, an AI-assisted scoring engine across the five dimensions, templated report generation, and automated delivery into the finance team's existing workflow.
Outcome
reports delivered to clients
average delivery time
report sections generated per cycle
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