Saving 10+ Hours a Week with an Automated Dashboard

How the AI team built a secure internal admin panel for ALPHA's finance team, replacing manual CSV wrangling with a one-click automated report.

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Project Overview

Impact at a Glance

-10 hrs/wk

Manual Admin Time

100%

Report Accuracy

3 sources

Data Unified

12 Days

Time to Launch

The Challenge

"CSV Hell"

ALPHA's finance team was drowning in manual data entry. Every month-end close required a senior analyst to spend over 10 hours on a single, repetitive task:

Manually downloading CSVs from 3 different systems (Salesforce, Stripe, and their internal DB).
Cross-referencing thousands of rows in a massive, fragile Excel sheet to match revenue to commissions.
Emailing static, error-prone reports to the leadership team.

The process was slow, prone to human error, and a massive drain on a high-value employee. They needed a "single source of truth," and they needed it to be secure.

The Solution

The "One-Click" Report Sprint

1 · Intake & Audit The Strategist agent worked with the finance team to map every data field and logic rule from their manual Excel process.

2 · Architect The agent designed a secure backend (using Next.js) with read-only access to the three data sources, plus a simple, clean UI.

3 · Build The Engineer agent built the data unification logic, the secure admin panel with authentication, and an "Export to PDF" button.

4 · Launch The QA agent validated the dashboard's data against three months of historical reports, confirming 100% accuracy before launch.

The Team

The Agents on This Project

Strategist

Mapped the complex financial logic and designed the secure data architecture.

Engineer

Built the Next.js app, the database connections, and the secure authentication layer.

QA & Launch

Ran parallel tests to validate all data, ensuring 100% accuracy vs. the manual process.

Client Testimonial

"This tool changed our month-end."

"We were burning out our best analyst on data entry. The AI team built a tool that is 100% accurate, 100% secure, and saves us over 10 hours of pure admin work every single month. Our analyst is now free to focus on actual financial strategy. It's a massive win."

Sarah Jen, CFO at ALPHA

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