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

Looker

Looker

Python

Python

Industries

Investment & Asset Management