Case study · Reporting
Monthly Report Automation Platform
Executive PowerPoint reports built automatically from Excel data, cutting report building from days to minutes for an analytics and finance team.
- Business area
- Executive reporting
- Users
- Analytics and Finance
- Technology
- Python, FastAPI, AI-ready
- Outcome
- Executive reports generated automatically
The problem
What was getting in the way.
Monthly reporting required manually copying data from multiple Excel workbooks into PowerPoint, creating a slow and error-prone process.
Why it was hard
Manual copy and paste
Data was copied by hand from multiple Excel workbooks into PowerPoint.
Error-prone
Manual transfer introduced avoidable mistakes.
Repetitive
The same manual process repeated every reporting cycle.
Time-consuming
Significant analyst and finance time went on formatting, not analysis.
The solution
What was built.
Designed a platform that analyses PowerPoint templates, maps KPIs to Excel once and automatically generates future reports while preserving layouts. Built with a roadmap for AI commentary, financial projection workflows and data warehouse integration.
Design decisions
- Map KPIs to Excel once, then reuse the mapping indefinitely.
- Preserve the original template layout exactly.
- Design for extension: AI commentary and projections from day one.
How it works
From input to outcome.
01
Excel data sources
02
One-time KPI mapping
03
Template engine
04
Automated generation
05
Executive PowerPoint
One-time setup, then every future report generates itself.
What it does
The capabilities.
Template structure analysis
Reads and understands the existing PowerPoint template.
One-time KPI-to-Excel mapping
Maps KPIs once, reused for every future cycle.
Automated report generation
Builds the full report without manual input.
Layout preservation
Keeps the original template design intact.
The result
What changed.
No manual updates
Eliminated repetitive manual updates.
A reusable framework
Created a reusable reporting framework.
A foundation for AI agents
Established a foundation for future AI agents.
What could this become?
Want the plain-English version? Read the guide: automate monthly reporting →
- AI-generated commentary
- Financial projections
- Autonomous reporting agents
- Data warehouse integration
- Power BI delivery
Facing something like this?
Describe the process in a short note. Every system here started with exactly that.