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AI & Workflow Automation

A monitored reporting pipeline that closes the month in hours, not days.

We replaced a fragile chain of exports and spreadsheet macros with an event-driven reporting pipeline. A five-day manual scramble became a monitored, four-hour run with a full audit trail.

5 days → 4 hours
The challenge

Every month-end, the team spent five full days exporting from three systems, reconciling them by hand in spreadsheets, and hoping no one fat-fingered a formula. There was no audit trail, and a single sick day could delay the close for everyone downstream.

The approach

The same four phases we run every time.

  1. 1

    Discovery

    Traced every export, macro, and hand-off in the existing month-end close.

  2. 2

    Architecture

    Designed an event-driven pipeline with validation gates and defined failure modes.

  3. 3

    Build

    Built each stage as a monitored increment with alerting and a complete audit log.

  4. 4

    Launch & support

    Cut over behind a parallel run, then handed off runbooks and dashboards.

The solution

An event-driven pipeline that pulls, validates, reconciles, and reports on a schedule — with monitoring on every stage and an immutable audit trail that satisfies compliance review.

Node.jsPostgreSQLEvent queueScheduled jobsObservabilityAudit logging
The results
system_statusin production
96%
Less reporting time
3
Systems unified
100%
Audit coverage
The month-end close used to own our first week. Now it runs before we're in the office, and we trust every number.
Director of Operations, Services Firm

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