Finance and Operations Automation
A suite of automations that removed the most repetitive manual work from finance and operations reporting.
Delivered for The Investment Association's operations and finance teams. Interface shown here uses representative data.
Outcome
Weekly manual processing overhead reduced by roughly 18 hours. Error rates on reconciliation dropped because the system applies consistent rules rather than relying on individual attention, and the audit trail supports compliance requirements that manual processes couldn't meet.
Product Interface
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Items Processed Today
0h
Manual Hours Saved
0.00%
Error Rate
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Workflows Running
Pipeline
Product interface · Representative data
The Challenge
Operations teams managed reconciliation, report generation and data normalisation through manual spreadsheet work, email chains and ad hoc scripts. Weekly processing took 15-20 hours of manual effort, with meaningful error rates and process knowledge concentrated in a small number of people. Earlier finance-operations work faced a similar pattern: repetitive administrative processes like credit-card reconciliation, travel reporting and carbon-footprint consolidation were done by hand each cycle.
Existing Process
Reconciliation and reporting handled manually across spreadsheets and email, with vendor data in inconsistent formats and no structured audit trail.
The Approach
Built a suite of Python-based automation tools covering daily reconciliation (matching positions, cash and transactions across systems with automatic exception flagging), weekly report generation (pulling from multiple sources into standard templates, distributed via SharePoint), and data normalisation (converting vendor-specific formats into a consistent internal schema), with Power Automate handling scheduling and alerting and structured logging for audit purposes. This built on earlier Excel, VBA and Power BI automation work, including a credit-card administration automation and consolidated reporting for carbon-footprint and overseas travel data.
What Was Built
An operational automation suite spanning reconciliation, reporting and data normalisation, plus the earlier foundation of Excel/VBA reporting tools, Power BI dashboards, a credit-card administration automation, and carbon-footprint and travel reporting consolidation.
- Daily reconciliation with exception flagging
- Automated weekly report generation
- Data normalisation across vendor formats
- Credit-card administration automation
- Power BI dashboards and Excel/VBA reporting
- Carbon-footprint and travel reporting consolidation
Thimoth's Role
Identified the highest-friction manual processes, built the automation tools, and handed over documented, auditable workflows to the operations team.
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