Automated prep of recurring operations

Context

Monthly financial operations with dozens of entries in portals that require a form per item, cross-checking against a source document and individual accountability for whoever clicks “Submit”. A professional spends days filling in, checking and filing. A typo costs rework or rejection of the entry.

Delivery

We’ve built a pipeline that does all the prep — it extracts the data from the source documents, fills in each form on the portal, captures the server’s canonical reference in parallel (exchange rate, protocol number, current index) and stops before submission. The window stays open for the specialist to review and confirm item by item, in the same session. At the end, another script files the documents in the format defined by the firm and consolidates the cycle’s ledger. The bot submits nothing. The final decision stays with whoever signs off.

Case stack

What changes in the operation

• The cycle’s prep time drops from days to minutes; the review becomes focused and auditable.
• Rates and references come from the server itself — no discrepancy between what the specialist sees and what the system recorded.