The GL, the payroll register, the CRM and the banking core each hold a slice of the truth. Four people spend three days emailing back and forth to assemble the board pack. The finance lead stops trusting the pack she ships. When the CEO asks where 22.8% came from, she cannot answer in the meeting. The donor report gets built the same way next week. The BA 900 return is a third pass. Same data, three angles, three weeks gone.
Data Routing Pipeline
The systems you already own, piped into one clean output — board pack, donor report, regulator return. The pipeline does the assembly that four people used to do over three days of email.
- Industry
- Mutual banks, microfinance NGOs, regulated finance teams
- Best for
- Finance teams assembling the same numbers three ways — board pack, donor report, regulator return — three weeks running.
We sit with your business. We find the operational problem costing you the most. We build the system that fixes it.
One pipeline that reads from every system the team already runs. Classify, join, validate, aggregate, render — the rule pack for the chosen output decides which transforms fire. The same engine produces the board pack on Monday, the donor report on Tuesday, the BA 900 return on Thursday. Click any figure and the lineage unrolls back to the source row.
The pack stopped being assembled and started being generated. When a source drops offline the pipeline degrades to a known fallback rather than producing a wrong number quietly. Disputes get answered by clicking the number — the audit trail is the document.
A South African mutual bank with a development foundation arm — one stack, three monthly outputs. Yours would point at the systems your business actually runs, with the rule packs your team already follows.
One pipeline. Three outputs. No assembly.
Pick an output, hit Run, watch the same source systems get composed into a board pack, a donor report, or a regulatory submission. Click any figure to trace its lineage back through every transform and source.
- AccountingQuickBooks · GL
0 rows - PayrollWorkday
0 rows - Sales databasePostgreSQL
0 rows - CRMSalesforce
0 rows
Knock a source offline with its toggle. The pipeline degrades to a fallback for that source rather than producing a wrong number silently.
- 01Normalize schemasMap source columns onto canonical fields
— - 02Join across systemsResolve customer / employee / grant entity keys
— - 03ValidateTie-outs, subtotals, regulator-specific checks
— - 04AggregateRoll figures up to template line items
— - 05Render templatePDF · XBRL · spreadsheet
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pl_board_2026_05Want one built for your business? The first conversation is free.
Book a discovery callOne engine. Three outputs. Same source of truth.
Source pulls, schema joins, validation rules and template rendering all fire from one button. The same engine, repointed at different sources and templates, produces every recurring submission the business owes.
Every figure in the output carries the source rows, the transforms and the rule pack that produced it. Click the number, watch the lineage unroll. Disputes get answered by replay, not by re-doing the work.
When a source drops offline the pipeline degrades to a known fallback rather than producing a wrong number silently. Impacted figures land in a human-review queue with the cause attached; the pack still ships, with a notice.
Not the primary focus for this system.
Want one built for your business?
The first conversation is free. And useful either way.