A Python and Excel pipeline that reads core banking data and generates branded PDF reports for twelve branches, complete with portfolio quality charts, variance commentary, and automatic distribution to every branch manager.
Every month the head office team spent days exporting core banking data, pasting figures into spreadsheets and building a separate report for each branch.
The process was slow, and copy and paste mistakes regularly reached branch managers.
Monthly reporting time fell by 90%, and because no figure is copied by hand, reports have gone out with zero errors since launch.
The head office team now spends that time reviewing exceptions instead of building spreadsheets.
