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Case study · Monthly reporting package

A reporting package that proves it ties

Reports pulled from NetSuite, every number built by code, all of it tied back account by account, and the whole package out in one click.

30 → <5 min
per run, timed before and after, re-runs included
3–5 runs
a month
Unattended
through an extended leave, with no temporary headcount

Before: manual ERP exports, consolidated in spreadsheets.

Sources

NetSuite
Two consolidated reports, the P&L and the balance sheet
Numeric
Flux commentary, balance sheet by entity, department detail

Build and check

Claude fetches, code builds
Every number built deterministically from the pulled reports
Tie-out
Back to the ERP, account by account and in total

Finance dashboard

  • Profit and loss
  • Balance sheetConsolidated and by entity
  • Flux commentary
  • Budget vs actualsMonthly and quarterly Budget basis: Original (selected)Reforecast

One click out

Reporting package
Exported whole, straight from the dashboard
CEO format
A second export in the layout the CEO expects
Budget vs actuals
Its own one-click export

Commentary is written by people, in Numeric, and pulled through. The numbers stay deterministic, in SQL and Python, with human review before anything reaches leadership.

Every figure on this page is traced to the evidence base. No company financials are shown.