In progressClient · Investment firm (Vienna)
AI Financial Report Generator
Automated financial reporting system that turns raw data into board-ready reports in minutes.
Impact
Report production from 3 days to 2 hours. Zero formatting errors.
The Challenge
A Vienna-based investment management firm was spending 3 days every month manually compiling and formatting financial reports for board meetings and investor communications.
What We Built
An automated AI report generation system: - Connects to financial data sources and databases - Applies predefined templates and business rules - Uses AI to generate narrative commentary and insights - Produces formatted PDFs and PowerPoint presentations - Requires only human review and approval before distribution
Results
- —Report production time reduced from 3 days to 2 hours
- —Consistency improved — no more formatting errors or missed data
- —Analyst team redeployed to higher-value analysis work
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