SITUATION

Our client, a prominent company in the financial sector, faced a significant problem. The process of creating financial reports was time-consuming and prone to errors. The employee responsible for this task had to manually process large amounts of data in Excel every month, using complex formulas and entering data manually. As the company grew, the process became increasingly unsustainable.

Due to this cumbersome process, the employee spent most of their time on mechanical tasks, rather than focusing on more critical activities such as analyzing results and preparing strategies. This not only decreased efficiency but also increased the risk of errors, which could have serious consequences on the quality of the company’s financial results.

CHALLENGE

Our task was to design an automated solution that would speed up the process and eliminate manual errors. The client needed reports to be generated quickly, without human errors, and the entire process should be simplified so that even employees without programming skills could use it easily.

SOLUTION

Automation using modern technologies
In collaboration with the client, we identified the key issues and designed a solution based on our BitSwan platform, which allows for the automation of complex data processes.

1. Conversion of Excel Formulas to Python
   The first step was to transfer all the complex formulas and operations from Excel to Python. This made it possible to process data automatically, without the need for manual entry and complex operations. Python is also adaptable to growing data volumes, allowing the company to scale in the future.
2. Automation of the Entire Process
   Using BitSwan, we set up an automatic system that processes data every month, applies all necessary formulas, and generates complete reports within minutes. This system also ensures seamless integration with the client’s data sources, eliminating the need for any manual input.

Tools for Analysts Without Programming Experience
To make it easier for the analyst to work, we also used artificial intelligence tools. These allowed the employee to collaborate easily on creating automation without needing deep technical knowledge. Our solution is intuitive and enables simple setup and management.

Result
Efficiency, Accuracy, and Time Savings
The implementation of automation brought significant improvements to the company:

• Elimination of Errors – The automated system completely removed the risk of human errors that were common in manual report creation.
• Time Savings – What previously took days is now done in just a few minutes. Reports are automatically generated every month, saving employees a tremendous amount of time.
• Increased Efficiency – The process is now stable, fast, and accurate, improving overall data handling efficiency.
• Better Use of Human Resources – The employee, who was once overwhelmed with repetitive tasks, can now focus on more strategic and important tasks, such as analyzing financial results and preparing new plans.

Conclusion
Transforming Traditional Processes Through Automation
With our BitSwan platform and modern technologies like Python and AI, we helped the client automate their financial reporting and significantly improve their efficiency. The company can now make better use of its human resources, minimize errors, and streamline the entire reporting process. This approach allows them to grow without being limited by time-consuming and outdated manual processes.