Documentation · Process Automation
Third Party Billing KPI Processor
Version v1.0.0 · technical reference. Back to the case study →
Overview
Browser-based automation that transforms general-ledger exports into a formatted KPI Excel workbook with preserved formulas, integrated validation, and real-time processing logs.
Built zero-install web app with intelligent file recognition, template row formula preservation, codified business rules, and integrated validation suite.
Features
KPI processing capabilities.
- Auto File Recognition - Identifies source files automatically
- Formula Preservation - Maintains template row calculations
- Business Rule Filters - Codified account inclusion/exclusion rules
- Integrated Validation - Built-in data quality checks
- Real-Time Processing Logs - Visual feedback during operation
- Zero-Install Deployment - Runs entirely in browser
Usage
Three-click operation.
- Upload the general-ledger export files
- Click Process to run transformation
- Download completed KPI workbook with preserved formulas
Results
Dramatic time savings.
| Metric | Before | After |
|---|---|---|
| Processing Time | ~40 minutes | <2 minutes |
| Manual Steps | 12+ | 3 clicks |
| Error Rate | Common | Validated |
Technology Stack
Technologies used.
- JavaScript - Processing logic
- HTML5/CSS3 - Interface
- SheetJS - Excel manipulation
- Python - Supporting utilities