Management reporting: from five weeks to thirty seconds

Asset manager of 7 funds
- Google Apps Script
- Claude API
- QuickChart
- Docs & Sheets API
Newfund used to send its management reports five weeks after the accounting data was available. Today, thirty seconds. Same layout, same charts, same identity, except the finance team regenerates them itself, across all seven vehicles. The accounting data comes in, you click, the report comes out. The five-week cycle is gone, and so is the design agency.
30 sec
to produce a report, against five weeks before
7
vehicles regenerated by the same machinery
0
external design agency
