Bespoke System Live

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.
How we work

We sit with your business. We find the operational problem costing you the most. We build the system that fixes it.

The Problem

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.

What We Built

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.

What Changed

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.

Example deployment

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.

Data Routing Pipeline

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.

Source systems
4 feeds
  • Accounting
    QuickBooks · GL
    0 rows
  • Payroll
    Workday
    0 rows
  • Sales database
    PostgreSQL
    0 rows
  • CRM
    Salesforce
    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.

Transforms
5 stages
  1. 01
    Normalize schemas
    Map source columns onto canonical fields
  2. 02
    Join across systems
    Resolve customer / employee / grant entity keys
  3. 03
    Validate
    Tie-outs, subtotals, regulator-specific checks
  4. 04
    Aggregate
    Roll figures up to template line items
  5. 05
    Render template
    PDF · XBRL · spreadsheet
Output
Awaiting run
May board pack · Q2 review
Generated by pipeline · ref pl_board_2026_05
Press Run pipeline to assemble the board pack.

Want one built for your business? The first conversation is free.

Book a discovery call
How it fits the three pillars

One engine. Three outputs. Same source of truth.

Automation

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.

Audit Trails

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.

Anomaly Detection

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.

Analytics

Not the primary focus for this system.

Next Step

Want one built for your business?

The first conversation is free. And useful either way.