Why It Matters
- Regulators require daily, weekly, or monthly reporting.
- Manual report preparation increases risk of errors and inconsistencies.
- Stakeholders (CFOs, Auditors, Regulators) need transparent and reliable information.
How It Works
- Customizable Reports: Choose data source, metrics, and filters.
- Pivot & Drill-down: Slice data by configurable fields, e.g. description, date, .
- Export Options: Download reports in Excel, PDF.
Example
| Report Type | Audience | Use |
|---|---|---|
| Daily Reconciliation Summary | Ops Team | Track matched vs unmatched records. |
| Liquidity Report | Treasury Officer | Monitor cash and funding levels. |
| Regulatory Report | Compliance | Submit mandated daily reconciliations to regulators. |
Outcome: Faster, standardized reporting that satisfies regulators and empowers decision-making.