Automated Reporting

 

Need a special report?

5X Solutions builds and automates custom reports that are unique to your business.

With access to your accounting, loan origination, and other systems, we apply advanced analytics per your specifications and use Robotic Process Automation (“RPA”) to create the and deliver them to your mailbox or mobile device daily, weekly, or monthly.

Examples Include:

  1. Monthly CEO Report
  2. Projected P&Ls
  3. Margin Analysis
  4. Hedge Performance
  5. Lead Performance

Data Warehouse:

  1. Extract, Load, and Transform Data (ETL)
  2. Supports All Major Analytic Platforms (ex. Power BI, Tableau, etc.
  3. LOS Integration
  4. Financial Data Integration
  5. Custom Integrations
  6. Design and Hosting