A real-time analytics platform that cut manual reporting by ~70%.

The challenge

A Series A fintech startup was producing weekly investor and compliance reports by hand — engineers pulling numbers from three separate systems into spreadsheets, a process that ate a full day every week and was prone to transcription errors at exactly the moment accuracy mattered most.

The approach

We started with a two-week discovery sprint to map every report currently being produced by hand and which underlying data sources fed each one. Rather than replicate the spreadsheets, we designed a unified data model that could serve all of them from one place, then built a real-time dashboard on top of it with role-based views for the compliance, finance, and leadership teams.

What we built

A React-based dashboard backed by a Node.js API, with scheduled data pipelines pulling from their existing billing, banking, and CRM systems into a single PostgreSQL warehouse. Reports that used to require manual assembly became live, filterable views — with CSV export for anything that still needed to leave the platform.

The result

Manual reporting time dropped by roughly 70%, freeing up close to a full engineering day per week. Compliance reporting errors traced back to manual transcription dropped to effectively zero, and leadership gained same-day visibility into metrics that previously took a week to compile.