endorsedCompleted

Python Financial KPI Extractor

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

3 months

Budget

10K - 49K

Start Date

1 December 2019

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

73/100

Good

Project Capability Score (PCS) estimates how capable Reckonsys Tech Labs is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

India

Project Summary

Reckonsys developed a Python-based extractor to scan multiple files in OneDrive and consolidate key financial parameters into a single Excel workbook with separate tabs for each parameter and entity. The output was designed to be compatible with Power BI and other analytics tools. End users found significant value in the live system and plans exist to expand its capabilities.

Key Challenges

Consolidate key data from multiple Excel files into a single structured workbook
Provide a user-friendly exception report to enable business users to clean data issues

Project Deliverables

Python extractor script scheduled to run daily
Consolidated Excel workbook with separate tabs per parameter/company
Configuration-driven processing (configuration Excel file)
User-friendly exception report for data cleanup

Project Solution

The vendor built a Python extractor scheduled to run daily that used configurations stored in an Excel file to scan a OneDrive folder of input files and extract key parameters. The script wrote outputs into a target Excel workbook with separate tabs per entity/parameter and produced an exception report to aid business users in cleaning data issues. Reckonsys staffed the work with a lead and a developer while the client (Aethilus) provided project management oversight.

Project Outcome

The extractor went live and the client reported it delivered significant value to end users.
The client is moving forward with plans for a next phase to enhance capabilities.
Reckonsys provided skilled resources that integrated well with the client's processes.

Platforms

AI/ML Platform

Tech Stack

Python

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“End users found immense value in the extractor, and there are plans to further develop its capabilities. Reckonsys provided skilled resources who adapted well to the in-house project management style.”
Yeddu Prasad
Architect
Date: 06/19/2020