USE CASE
Automated Management Reporting
At each close, teams download files, copy figures, reconcile versions, and explain variances manually.
In brief. This use case consists of assessing how to: extract data, normalize definitions, reconcile figures, calculate metrics, and prepare a report for validation.
How it works today
At each close, teams download files, copy figures, reconcile versions, and explain variances manually.
Where time is lost
Close is delayed by checking which version of every figure is right before anyone can analyze it.
What can be automated
Extract data, normalize definitions, reconcile figures, calculate metrics, and prepare a report for validation.
How a workflow could work
A practical flow takes inputs from the relevant sources, checks them against agreed rules, performs routine actions, and sends uncertain cases to a person.
What still needs a person
An owner validates figures, interprets causes, and decides what to communicate.
Systems that may be involved
ERP, BI, spreadsheets, and operational sources.
When it is worth assessing
When reporting repeats each close and assembly takes time that should go to analysis.
What not to assume
Reporting frequency depends on when sources are updated.
How Smartservices approaches it
We map the existing process, verify data and system access, define controls and a human review point, then scope an integration or automation around the actual workflow.
Questions to ask before starting
Can this work with our current systems?
It depends on available APIs, exports, permissions, and data quality. We check those constraints before choosing an integration.
Will people still review exceptions?
An owner validates figures, interprets causes, and decides what to communicate.
What is needed for an initial assessment?
A sample of the current inputs, the steps people perform, the systems involved, and the most common exceptions.