Month End Close Processing

Month End Close Processing

Bring your householding process in-house with Alteryx


A regional bank was frustrated with the amount of time it took to process their household reporting every month end. It cost 100K a year to send their own data to a third party, which eventually gave back household reporting. There was little understanding into the underlying process, and it often delayed month end close.


Use Alteryx to take this process in-house by using its Experian Data package. Furthermore, create more up-to-date reporting around households at the bank. Create performance by period against plan and last year, with corresponding drillable detail reporting.




Decreased month-end close processing by four days while simultaneously saving the department 70K in third-party vendor costs. 


Furthermore, the process itself was finally easy to explain to anyone, and the resulting analytics could be shared quickly, easily and in a centralized location for the C-Suite, marketers, and business.

Read More Case Studies

Wrangling Data and Hundreds of Hours

Wrangling Data and Hundreds of Hours Let’s automate your data processing and free up time for advanced analytics. Opportunity A Fortune 500 consumer packaged goods company needed a series of dashboards built to visualize a multitude of quarterly reports. Unfortunately,


Removing Guesswork Out of Transport Planning

Removing Guesswork Out of Transport Planning We developed a forecasting tool with over 70% accuracy to optimize major international shipments. Opportunity A global consumer packaged goods company was spending $400 million annually on transport; however, they were struggling to manage


Assessing the Press with Sentiment Analysis

Assessing the Press with Sentiment Analysis​ Sentiment scoring is complex. We build a simple yet powerful text analysis tool that required zero coding skills to use. Opportunity A major US healthcare provider was struggling to monitor their media coverage. With


Piloting a Swift Alteryx Server Deployment

Swift Alteryx Server Deployment Servers are key to scaling and getting the most out of your analytics investments. Opportunity A Fortune 100 manufacturing conglomerate had a growing number of Alteryx Designer users but no ability to schedule workflows. Additionally, their


Fast, Not-So-Casual Dashboards for 2,000+ Restaurants

Fast, Not-So-Casual Insights for 2,000+ Restaurants ​ With row-level security, we developed customized dashboards in under nine weeks that saved one company thousands of hours. Opportunity Everyday, a fast-casual restaurant chain sends out thousands of email update with daily financial


Speedy Scenario Planning During COVID-19

Speedy Scenario Planing During COVID-19​ Forecasting solutions can take years to build. Ours was ready in under eight weeks. Opportunity The pandemic has devastated companies of all sizes. Leaders have been desperate to forecast the best and worst-case scenarios  to