Process automation

Automating the work that quietly runs on spreadsheets

The rekeying, reconciling and manual checks that become single points of failure — replaced with jobs that run themselves.

Across several desks we’ve replaced fragile manual workflows with automated jobs that run reliably and alert when something breaks. A few examples of the range:

  • Compliance checks the firm’s primary system couldn’t do — wired into the trading systems, running in real time as an independent cross-check.
  • End-of-day reporting — performance and attribution generated and distributed every market close, so the whole desk reads the same numbers each evening.
  • Accounting automation — month-end adjustments taken from source data through to accounting entries, instead of hours of manual work.

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