Private equity-backed financial services firm, 50 employees
Monthly P&L reporting took 3 days and involved analysts manually reconciling data from accounting software, CRM, and spreadsheets — with numbers that often disagreed.
We architected a unified financial data model, automated ETL from all source systems, and built automated P&L dashboards in Power BI. The 3-day manual process now runs overnight, automatically.
Key result
1
source of truth achieved
The challenge
Monthly P&L reporting took 3 days and involved analysts manually reconciling data from accounting software, CRM, and spreadsheets — with numbers that often disagreed.
Placeholder — add detailed challenge description covering the business context, what was failing, and the cost of the problem to the client's operations.
Technical architecture
Source Systems
Ingestion
Warehouse
Transform
Serving
Placeholder — add a 2–3 paragraph explanation of the architecture decisions: why this stack was chosen, what alternatives were considered, and what made this approach the right fit for the client's constraints and goals.
Results
0%
Faster reporting cycle
0
Source of truth
0%
Automation achieved
0wk
Delivery time
“// TODO: Add real client quote about the outcomes and experience working with Bivonix.”
Client Name
Role · Private equity-backed financial services firm
Technologies used
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