---
title: "Automated Company Reports | Wizeri"
description: "How we automated recurring reporting for a client's finance team using an orchestration layer over public registry data."
url: "https://wizeri.com/use-cases/automated-company-reports/"
lang: "en"
alternate_ro: "https://wizeri.com/ro/use-cases/automated-company-reports/"
html: "https://wizeri.com/use-cases/automated-company-reports/"
markdown: "https://wizeri.com/use-cases/automated-company-reports/index.md"
---

[All Use Cases](https://wizeri.com/use-cases/)

USE CASE · REPORTING AUTOMATION

Reporting · Orchestration · Public Records

Live in production

# Automated Company Reports

How we automated recurring reporting for a client's finance team, folded into a broader engagement.

500+

reports delivered to clients

< 24h

average delivery time

22

report sections generated per cycle

[Discuss Your Project](https://cal.com/bogdanh/wizeri-intro)

## 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

Detailed liquidity, profitability, and solvency analysis

Complete comparison with industry averages (CAEN)

Cost structure and operational efficiency assessment

Dynamic analysis: growth, trends, and forecasts

Complete risk assessment with history and recommendations

Actionable conclusions and strategic action plan

## 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

500+

reports delivered to clients

< 24h

average delivery time

22

report sections generated per cycle

## Ready to Transform Your Business?

We map current constraints, design secure infrastructure and delivery architecture, then execute against measurable business outcomes and a realistic roadmap.

[Discuss Your Project](https://cal.com/bogdanh/wizeri-intro)

Want this on one of your processes? Start with a free audit: thirty minutes to book, no prep.

[Book a free audit](https://cal.com/bogdanh/wizeri-intro)[Or just call: +40 746 056 045](tel:+40746056045)[Write to us](https://wizeri.com/contact/#write-to-us)

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