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Case Studies

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Statement-Download-From-Web-Portals-by-BOT-Faster-Easier-Better
Statement Download From Web Portals by BOT: Faster, Easier, Better 1
Statement Download From Web Portals by BOT: Faster, Easier, Better 2
  • 30 minutes saved per employee, per day
  • 100% automated
  • 16 working days per annum per employee they can use to focus on other tasks

 

The Challenge

Manually downloading statements from a variety of bank and brokers’ web portals and emails is wasting 30 minutes of each of your employees’ time every single day. The worst part is that even once downloaded, the data still needs to be processed, converted, and reconciled. This manual process:

  • Wastes valuable time;
  • Increases the risk of errors;
  • Reduces performance;
  • Is incredibly boring and tedious; and
  • Can lead to delays.

 

Wakett’s Solution

Our AUTOMAN BOT can automatically retrieve and download statements from web portals and email attachments. The best part is that this repetitive task can be performed overnight, ensuring your team has all the information at hand once they get to the office in the morning! This means your team will:

  • Save tonnes of time;
  • Become more motivated;
  • Focus on more important tasks;
  • Create custom reports faster; and
  • Improve operational performance.

 

So, what are you waiting for? Get in touch with us to see how we can work together for a brighter future for your company.

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Scheduled-Custom-Statement-Processing-Using-API-For-100%-Faster-Results
Scheduled Custom Statement Processing: Using API For 100% Faster Results 02
Scheduled Custom Statement Processing: Using API For 100% Faster Results 01
  • 100% time saved per daily statement
  • 100% automated
  • 100% data accuracy

 

The Challenge

When it comes to internal accounting, companies need custom statements with specific calculations and data conversions that can support middle-office operations. Nevertheless, considering brokers and banks send reports in a variety of formats at different times of the day, this isn’t always a straightforward operation. In fact, this process:

  • Wastes valuable time;
  • Increases the risk of errors;
  • Reduces performance; and
  • Can lead to delays.

 

Wakett’s Solution

By using AUTOMAN, you can schedule multiple tasks to collect, transform, and perform calculations on the data needed before producing custom-formatted reports for your team. This: 

  • Saves tonnes of time;
  • Reduces the risk of errors;
  • Improves performance;
  • Improves time management; and
  • Makes your provider statements easier to implement.

 

So, what are you waiting for? Get in touch with us to see how we can work together for a brighter future for your company.

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Statement-Conversions-From-PDF-To-CSV-Excel-Tables-In-A-Flash 10
Statement Conversions: From PDF To CSV/Excel Tables In A Flash 01
Statement Conversions: From PDF To CSV/Excel Tables In A Flash 08
  • 98% time saved per daily statement processed 
  • 100% automated
  • 100% data conversion accuracy

 

The Challenge

A daily statement from each bank you work with means that you end up with tonnes of statements that need to be manually downloaded, converted, reconciled, and reported. What’s even more annoying is that some banks and brokers only send statements in PDF, which makes the data even harder to extract. All this:

  • Wastes valuable time;
  • Increases the risk of errors;
  • Reduces performance;
  • Can lead to delays; and
  • Makes it harder to create reports.

 

Wakett’s Solution

AUTOMAN’s PDF conversion engine can automatically convert PDF files into CSV and Excel sheets with multiple custom clean tables, making it easier for your accounting system to read them. This:

  • Saves copious amounts of time;
  • Reduces the risk of errors;
  • Automatically converts your reports;
  • Does not require any human input; and
  • Can alert you to any issues.

 

So, what are you waiting for? Get in touch with us to see how we can work together for a brighter future for your company.

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Producing TCA Reports: Easily Apply Calculations To Data From Multiple Trade Sources Summary
Producing TCA Reports: Easily Apply Calculations To Data From Multiple Trade Sources EURUSD chart
Producing TCA Reports: Easily Apply Calculations To Data From Multiple Trade Sources EURUSD
  • 4 days’ worth of time saved per analyst, per month
  • 100% automated
  • 100% data accuracy

 

The Challenge

Receiving transaction statements from different brokers in different formats can make your raw data absolutely unmanageable: you need to convert it, run calculations on it, and group it as needed to produce multiple TCA reports. This:

  • Wastes valuable time;
  • Increases the risk of errors;
  • Reduces performance;
  • Can lead to delays; and
  • Makes it harder to create reports.

 

Wakett’s Solution

By combining our AUTOMAN and ONESTAT software solutions, you can automatically collect, transform, and apply calculations to your raw data. You can also easily create reports for each day, month, quarter, and annum, as well as per instrument, group, and category. 

These reports can be created in PDF, interactive and searchable HTML, or in pre-formatted EXCEL sheets complete with borders, colours, multiple number formats, and various tabs according to your specifications. This helps you: 

  • Save copious amounts of time;
  • Reduce the risk of errors;
  • Automatically generate reports; and
  • Know exactly what each group of data means.

 

So, what are you waiting for? Get in touch with us to see how we can work together for a brighter future for your company.

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Monte Carlo Back-Testing Performance Analyses: Thousands of Simulated Statements Analysed In Record Time
Monte Carlo Back-Testing Performance Analyses: Thousands of Simulated Statements Analysed In Record Time 2
Monte-Carlo-Back-Testing-Performance-Analyses-Thousands-of-Simulated-Statements-Analysed-In-Record-Time
  • 1 day’s worth of an analyst’s time saved per test
  • 100% automated
  • 100% data accuracy

 

The Challenge

Analysing thousands of back-tests with random parameters per strategy and thousands of trades per test is a huge undertaking that is practically impossible for a person to conduct. This makes it harder for your team to be able to quickly pick your real top, median, and worst performing assets, which means that:

  • Your strategy is not as well stressed and researched as it could be.
  • You are left at a disadvantage when compared to competitors

 

Wakett’s Solution

Through AUTOMAN, you can automatically process tens of thousands of simulated transactions using multiple combinations of dozens of parameters. Moreover, this software can easily and automatically compare the top, median, and worst performers for you, as well as create a formatted Excel report for each test or an interactive HTML file so you can visualise how each simulated reality affects your strategy. In other words, this helps you: 

  • Automatically run the analysis on thousands of simulations;
  • Easily produce reporting on your investment strategy tests;
  • Turn multiple parameters numbers into visual representations;
  • Stress your model and discover valuable information quickly.

 

So, what are you waiting for? Get in touch with us to see how we can work together for a brighter future for your company.

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Crypto Trades and Positions: Faster Downloads and Report Reconciliation
Crypto-Trades-and-Positions-Faster-Downloads-and-Report-Reconciliation 01
Crypto Trades and Positions: Faster Downloads and Report Reconciliation 06
  • 98% reduction in time spent on daily statements
  • 100% automated
  • 15x increase in department productivity on crypto assets

 

The Challenge

Many cryptocurrency brokers and exchanges send statements in hard-to-reconcile formats, resulting in your team having to manually download, extract, and convert the information within. This:

  • Wastes valuable time;
  • Increases the risk of errors;
  • Reduces performance; and
  • Can lead to delays.

 

Wakett’s Solution

You can schedule our AUTOMAN Crypto API software to automatically collect data from relevant sources, like Binance and many others. The raw data can then be automatically transformed and reconciled against your custom calculations. This allows you to:

  • Check data related to your crypto assets multiple times a day;
  • Save time and reduce risk of errors;
  • Automatically apply calculations and filters to your data;
  • Easily populate CSV files and Excel sheets; and 
  • Quickly and automatically create interactive HTML reports.

 

So, what are you waiting for? Get in touch with us to see how we can work together for a brighter future for your company.

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