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Enterprise Reporting

Self-service BI workstation generating board-ready financial reports with drill-down, pivots and AI commentary.

BIDrill-downForecast
Enterprise Reporting
Industry
Finance · BI
Sector
Corporate Finance
Year
2024
Country
United States
Niche
Board Reporting & Forecasting
Team
6 — 1 designer, 3 desktop, 1 data, 1 QA
Technologies
WPF.NETDuckDBPower Query
Project Overview

The full story

A Fortune-500 finance team needed nine days every month to compile the board pack. Excel files were emailed, reconciled by hand, then pasted into PowerPoint with manual chart updates.

We built a WPF workstation that models the warehouse in DuckDB (entirely in-memory for the analyst's working set), with Excel-grade pivots, drill-down and time-intelligence. An AI commentary panel drafts variance explanations grounded in the underlying data, and the analyst edits before export. Output goes to a fully-styled PDF and PowerPoint in one click.

Board pack cycle dropped from nine days to one. Reconciliation errors went to zero because the warehouse is the single source of truth. The team has productized 27 recurring reports beyond the board pack.

01 · The Challenge

What stood in the way

A Fortune-500 finance team spent 9 days each month compiling the board pack in Excel with manual reconciliations.

02 · The Solution

How we shipped it

A WPF workstation modeling the warehouse in DuckDB, with one-click drill-down, pivots and AI-written variance commentary.

Project Showcase

Inside the product

Executive dashboard with KPI overview
Variance workbook — pivots and drill-down
AI-written commentary and insights
Scheduled report builder

Designed for clarity. Built to scale.

03 · The Outcome

Results that moved the business

9 days → 1
Board pack cycle
0
Reconciliation errors
−480
Analyst hours / mo
27
Reports productized
04 · Key Features

What we built

✓

In-memory DuckDB modeling

✓

AI-written variance commentary

✓

Excel-grade pivots & drill-down

✓

PDF & PowerPoint export

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