A full-stack reporting automation platform built for Upside Finance — replacing manual, hours-long investment report preparation with fully scheduled, zero-touch delivery across all clients.
Upside Finance was generating investment reports for multiple clients entirely by hand. That meant pulling live financial data from an external trading system, fetching daily exchange rates from the Bank of Israel, calculating fair values, formatting documents, and distributing them by email — all manually, every reporting cycle.
The process was time-consuming and error-prone. As the client base grew, so did the operational burden. There was no scheduling engine, no audit trail, and no centralized portal where clients could access their report history on their own.
The challenge wasn't just automating a process — it was building a platform robust enough for a regulated financial environment, with full traceability, configurable cadences per customer, and the flexibility to re-run or override any report at any time.
Preparing reports for multiple clients meant pulling live data, fetching exchange rates, calculating fair values, formatting documents, and sending emails — all by hand, every single cycle. There was no audit trail, no scheduler, and no way to scale.
We built a full-stack reporting automation platform tailored to the Israeli financial market. A background scheduling engine runs continuously, automatically generating and distributing reports per customer on configurable cadences — daily, weekly, monthly, or quarterly — with no human intervention required.
Admins manage everything through a dedicated portal: creating and editing schedules, triggering instant runs with custom date ranges, managing customers and users, and monitoring complete execution logs. End-users get a clean, personal dashboard to view and download their full report history at any time — no email attachment hunting required.
Live exchange rates are fetched daily from the Bank of Israel's SDMX API with Polly-based retry logic. Reports are generated as both PDF and Excel files, using a factory-and-processor pattern that makes adding new report types a matter of a single class and one registration line.
Tell us what you're building. We'll tell you how fast we can get you there.