Problem Statement

Operational and financial reports must be pulled from the source systems, assembled, and distributed on a schedule, and building them by hand consumes analyst time and delays the insight leaders need to act. The bank deposit report lands every weekday and has to be categorized by payer type, summarized, and distributed before the numbers are useful, then rolled up into a monthly view. This is repetitive, daily slicing-and-pivoting work where any delay holds up the team's view of what's actually being collected.

Automation Solution

This automation retrieves the daily Wells Fargo deposit report, categorizes each deposit by payer type, generates daily and monthly summary reports, and distributes them to stakeholders.