Unlocking Clarity and Truth: Reconciliation

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About this service

Summary

Compare data from different systems that should be in sync by building pipelines that source the information either from an Excel file, a database, or an email. Automate it by using Python, and schedule for delivery. When irregularities are identified, the script will also provide the root cause for the break and a suggested course of action.

What's included

  • Reconciliation Report

    Automated n-way reconciliation report that imports data from multiple sources, transforms it, compares it to n sources of truth to identify irregularities, provides root causes and recomends course of action


Skills and tools

Automation Engineer

Financial Consultant

Data Analyst

Excel

Looker

Looker

Power BI

PowerPoint

Python

Python

Industries

Investment & Asset Management