Management reporting: from five weeks to one hour

Asset manager of 7 funds
- Google Apps Script
- Claude API
- QuickChart
- Docs & Sheets API
Newfund used to send its management reports three to five weeks after the accounting data was available. Today they go out the same day. 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 external design contractor went away with the delay.
Read the full case study1 hr
per report, review included
30 sec
to generate a complete report
0
external design contractor
