What Happened When a Finance Team Automated Their Reporting Routine

In finance, reporting is routine. But for many teams, that routine comes at a cost. Copying data from one system to another, chasing updates from colleagues, and formatting weekly reports manually consume hours every week. While the work is predictable, it is far from efficient.

One finance team inside a technology company based in Amsterdam was spending nearly two days each week preparing internal and client-facing reports. Their data lived in multiple systems, including spreadsheets, dashboards, and CRMs. Deadlines were missed. Errors slipped through. No one was happy.

That changed when they brought COREDE into the picture.

Identifying the Reporting Burden

COREDE began by sitting down with the head of finance and mapping the reporting lifecycle. The key pain points were clear:

• Weekly revenue reports required manual data pulls from three systems
• Budget updates were collected via email and retyped into templates
• Client performance reports were built by copying visuals into slides
• Managers had to manually remind stakeholders to send numbers on time

None of these steps added value. They simply added friction.

Automating with Precision

Together with COREDE’s team, the finance department created a set of automation flows that handled reporting end to end:

• Scheduled data pulls from integrated sources like Google Sheets and Salesforce
• Template-driven reports auto-filled and exported as PDFs
• Email reminders sent to relevant teams based on calendar deadlines
• A centralized dashboard for tracking status and exceptions

The automations were built in less than a week. More importantly, they worked without changing the tools the team was already using.

Measurable Impact

Within the first month of implementation, the results were clear:

• Report preparation time dropped by over ten hours per week
• Manual errors in financial summaries were reduced to near zero
• Deadlines were consistently met without manual follow-ups
• The finance team regained bandwidth to focus on analysis instead of formatting

As one analyst put it:

I used to spend hours assembling data. Now I spend that time interpreting it.

Final Thought

Finance is about clarity, not copy-pasting.

When reporting is automated, teams get to focus on what really matters: understanding the numbers and making better decisions. COREDE made that shift not just possible, but easy.