Data platforms & pipelines
Connect systems, standardize records, and show refresh times, source history, and figures that need reconciliation.
We connect source systems, check data quality, and build dashboards, reports, and search tools. Your team can find information, check the figures, and see where it came from.

Connect systems, standardize records, and show refresh times, source history, and figures that need reconciliation.
Build operational dashboards, management reports, and financial workflows with clear definitions behind the numbers.
Search and organize approved documents. Keep sources and permissions attached to answers and flag information the records cannot support.
Build test cases for the task, including difficult examples. Compare models and workflows against agreed requirements, with generated examples clearly labelled.
Agree the deliverables, checks, timing, and commercial terms before work begins. Review the working system and receive the source and guidance agreed for your project.
We identify the system of record, reporting period, identifiers, and calculation rules. Where spreadsheets and databases disagree, the responsible owner chooses the rule. The delivered workflow can show which records were included, which were excluded, and which still need attention. Reviewers can investigate a number rather than accept a chart at face value.
A daily operational view and a month-end report have different needs. We agree refresh frequency, acceptable delay, and what happens when a source fails. Corrections should be traceable and repeatable. Reprocessing a period should not silently create duplicate records or change a previously approved package.
AI can help search documents or draft a narrative from approved figures. Calculations and reconciliations still need explicit rules. We keep source references beside extracted information and test unsupported answers, missing evidence, and conflicting documents. Access to an answer must respect access to its underlying records.
Bring one report, representative source files, and the questions reviewers usually ask. We can scope a source map, validated connections, an exception view, and a repeatable export or dashboard. Source access, historical cleanup, reporting complexity, volume, and update frequency affect the estimate.
We assess the source systems, available interfaces, record identifiers, and reporting definitions first. The scope can improve an existing dashboard or connect a new reporting workflow to approved sources.
We agree definitions and compare sample figures with source records. Checks can cover missing records, duplicates, refresh failures, and reconciliation differences. Unresolved gaps remain visible for review.
Tell us the problem, the systems involved, and the result you need. We’ll discuss a first step.