We automate processes to free up hours and improve cash flowRPA • APIs • BI

We remove critical bottlenecks with automation and actionable dashboards. Less friction, fewer errors and faster decisions.

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Hero dashboard
Hero dashboard

How we work

Step 1
Assessment & goal

30-45 minute briefing. Process map, baseline data and objectives.

Step 2
Blueprint & scope

Functional + technical design: inputs/outputs, rules, exceptions and owners. Phased plan with budget and timeline.

Step 3
Iterative delivery

Production-ready iterations (F1: core automations; F2: reporting; F3: monitoring & control). Validation at each stage.

Step 4
Stabilisation & handover

Monitoring and alerts, runbooks plus training and transfer. Optional support afterwards.

Optimization

Automated financial processes

  • - Posting payments into the ERP.
  • - Automatic matching against invoices.
  • - Faster reconciliations and month-end closes.
Visibility

Dashboards and reports

  • - Power BI dashboards.
  • - Bots that download and consolidate reports.
  • - Automated distribution.
  • - Documentation and handover.
Automation + Control + AI

Control and intelligence

  • - Centralised logs + Teams alerts.
  • - 24/7 process health and SLAs.
  • - GPT + RAG chatbots.

Our adaptable stack

We use the tools that fit your environment best.

Python & SQL

Backend automation, ETL and validations to consolidate and process information from multiple sources.

RPA (Power Automate / n8n)

Automation of repetitive tasks and cross-application workflows without manual intervention.

Orchestration (Prefect / Airflow)

Scheduling and control of automated tasks with monitoring and scalable execution.

Microsoft Fabric + Power BI

Data modelling, executive dashboards and integrated pipelines for faster decisions.

AI assistants (Copilot/ChatGPT + RAG)

Chatbots trained on processes and data to answer domain-specific questions.

Microsoft Teams / SharePoint

Alerts, follow-up and collaborative orchestration.

Python & SQL

Backend automation, ETL and validations to consolidate and process information from multiple sources.

RPA (Power Automate / n8n)

Automation of repetitive tasks and cross-application workflows without manual intervention.

Orchestration (Prefect / Airflow)

Scheduling and control of automated tasks with monitoring and scalable execution.

Executive Accounts Receivable dashboard

Automated AR reporting with public data. Executive dashboard to monitor aging, overdue ratio, total at risk and critical client ranking. Scheduled refresh several times a day so finance can anticipate risks and act fast.

  • Aging by client and segment
  • Early-risk alerts
  • Executive reports always up to date
I want something like this
Executive dashboard demo
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Assistant (demo)

Tito Pipeline, our data surfer, guides you through the landing and answers questions about what we do.

It's a demo version: we polish it wave after wave while we ship new capabilities.

On desktop you'll see the chat on the right; on mobile it opens as a bubble. Try it with your questions or ask for the link to book a diagnostic call.

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About us

Pipeline Analytics is a boutique consultancy focused on financial automation and BI. 10+ years driving data and automation initiatives —6+ in controllership— to turn finance challenges into simple, traceable and measurable solutions. Experience in CPG and retail (PepsiCo, Walmart).

End-to-end financial automation: AR/AP, reconciliations, monthly close, inventory and costing.
SAP + Microsoft integration: traceable, scalable and secure solutions.
Productivity with applied AI: intelligent assistants that remove friction and accelerate processes.
Nicolás Inuggi

Nicolás Inuggi

Founder · Automation & BI

We partner with a specialist network for each project.