Turning scattered spreadsheets into a live financial dashboard

THE OPPORTUNITY

Asset data lived in scattered spreadsheets, and pulling it together took too much time.

The client managed all asset information in spreadsheets, manually collecting data from multiple sources. The process was slow, repetitive, and hard to sustain. The existing setup was also difficult for stakeholders to use, making it hard to access or understand key information when they needed it.

THE SOLUTION

A live dashboard with a built-in chatbot replaced manual spreadsheet work.

The team built an interactive dashboard paired with a wealth assistant chatbot. Users can view asset information, KPIs, and performance metrics, and ask questions about the data in plain language through the chatbot. Data acquisition was automated across more than four sources, including Xero, manually uploaded statements, and spreadsheets.

THE IMPLEMENTATION

Automated workflows kept the data flowing, while a React dashboard made it usable.

More than three automated workflows were built in n8n to pull data from different sources. All sources were connected to Google Sheets and mapped by asset ID, so records stayed continuously up to date. The dashboard itself was built in React.js, giving non-technical stakeholders a simple way to access and interact with the data.

THE IMPACT

Stakeholders responded well to the prototype, and the system is now moving toward full deployment.

The dashboard includes a KPI view, an asset management table, quarterly performance trend analysis, an AI chatbot for querying data, and automated weekly and monthly report delivery by email. The client and stakeholders gave positive feedback on the prototype. Development took about two weeks, and the project is on track to be fully completed within the next few days.