Accelerating Excel Workflows for 2P2C

About the company

2P2C is a financial operations firm that manages daily, monthly, and quarterly reporting cycles for clients. The team relies heavily on Microsoft Excel for reconciliations, performance calculations, and regulatory-ready reports. Speed and accuracy are critical, since outputs are shared with custodians and external stakeholders under strict deadlines.

The problem

2P2C faced a major challenge with repetitive and time-consuming Excel-based tasks that grew in volume with client demand. Key pain points included:

• Daily report preparation that required manual data pulls and formatting.
• Custodian data validation against internal records that demanded cell-by-cell checks.
• Duplicative data entry for the same custom fields across multiple spreadsheets.
• Complex monthly and quarterly calculations that were sensitive to formula drift and version mismatches.

Since these workflows were deadline driven and highly repetitive, they often led to human errors, rework, and wasted analyst time. Manual execution also made it difficult to maintain consistent quality across reporting periods.

The solution

We developed easy to use workflow scripts tailored to each recurring Excel process. The approach prioritized usability, transparency, and auditability.

What we built

• Task specific scripts that automate data ingestion, transformation, reconciliation, and report generation.
• Custodian reconciliation checks that compare external files with internal ledgers and flag mismatches with clear identifiers.
• Reusable input mappings that eliminate repetitive entry of custom fields across workbooks.
• Parameter driven calculators for monthly and quarterly metrics that lock in formulas and prevent drift.

How it fits the team

• Simple run controls so analysts can start a workflow with one click or a single command.
• Validation summaries that show pass or fail status and highlight exceptions for quick review.
• Change logs that capture input versions, timestamps, and operators for audit readiness.

Success metrics

• 70% reduction in workflow execution time across daily, monthly, and quarterly reporting.
• 95% improvement in data accuracy measured by fewer reconciliation breaks and exception rates.
• Near zero rework on custodian validations after rollout for the covered processes.
• Consistent outputs with standardized templates that reduced version drift and formula inconsistencies.

Business impact: Analysts reclaimed hours each cycle, client reports were delivered on time, and reconciliation quality supported stronger relationships with custodians and stakeholders.