Automate recurring reporting needs

The Problem: Creating a report to help reconcile important records between two systems is a tedious, recurring activity that often must be completed manually. This takes time every month, which is used to enhance productivity elsewhere.

The Solution: A custom-made Python program that ingests the records from both systems, matches pre-selected criteria, and returns only the items from each system where a match was not found. This speeds up the reconciliation process so team members can focus their efforts only on items that did not reconcile, freeing up time.

Practical Example