The GL, the payroll register, the CRM and the banking core each hold a slice of the truth. Four people spend three days emailing back and forth to assemble the board pack. The finance lead stops trusting the pack she ships. When the CEO asks where 22.8% came from, she cannot answer in the meeting. The donor report gets built the same way next week. The BA 900 return is a third pass. Same data, three angles, three weeks gone.
Data Routing Pipeline
The systems you already own, piped into one clean output, board pack, donor report, regulator return. The pipeline does the assembly that four people used to do over three days of email.
- Industry
- Mutual banks, microfinance NGOs, regulated finance teams
- Best for
- Finance teams assembling the same numbers three ways, board pack, donor report, regulator return, three weeks running.
What is a data routing pipeline?
A data routing pipeline reads from every system a team already runs and assembles a clean, governed output, a board pack, a donor report, a regulator return, with every figure’s lineage traceable back to its source row. It targets the silo problem: where manual data transfer between systems is slow, expensive, and error-prone.
We sit with your business. We find the operational problem costing you the most. We build the system that fixes it.
One pipeline that reads from every system the team already runs. Classify, join, validate, aggregate, render, the rule pack for the chosen output decides which transforms fire. The same engine produces the board pack on Monday, the donor report on Tuesday, the BA 900 return on Thursday. Click any figure and the lineage unrolls back to the source row.
The pack stopped being assembled and started being generated. When a source drops offline the pipeline degrades to a known fallback rather than producing a wrong number quietly. Disputes get answered by clicking the number, the audit trail is the document.
A South African mutual bank with a development foundation arm, one stack, three monthly outputs. Yours would point at the systems your business actually runs, with the rule packs your team already follows.
One pipeline. Three outputs. No assembly.
Pick an output, hit Run, watch the same source systems get composed into a board pack, a donor report, or a regulatory submission. Click any figure to trace its lineage back through every transform and source.
- AccountingQuickBooks · GL
0 rows - PayrollWorkday
0 rows - Sales databasePostgreSQL
0 rows - CRMSalesforce
0 rows
Knock a source offline with its toggle. The pipeline degrades to a fallback for that source rather than producing a wrong number silently.
- 01Normalize schemasMap source columns onto canonical fields
- - 02Join across systemsResolve customer / employee / grant entity keys
- - 03ValidateTie-outs, subtotals, regulator-specific checks
- - 04AggregateRoll figures up to template line items
- - 05Render templatePDF · XBRL · spreadsheet
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pl_board_2026_05Want one built for your business? The first conversation is free.
Book a discovery callOne engine. Three outputs. Same source of truth.
Source pulls, schema joins, validation rules and template rendering all fire from one button. The same engine, repointed at different sources and templates, produces every recurring submission the business owes.
Explore AutomationEvery figure in the output carries the source rows, the transforms and the rule pack that produced it. Click the number, watch the lineage unroll. Disputes get answered by replay, not by re-doing the work.
Explore Audit TrailsWhen a source drops offline the pipeline degrades to a known fallback rather than producing a wrong number silently. Impacted figures land in a human-review queue with the cause attached; the pack still ships, with a notice.
Explore Anomaly DetectionNot the primary focus for this system.
Frequently asked questions
- What does a data pipeline do?
- It moves data from many source systems through a defined set of steps, classify, join, validate, aggregate, render, into a finished output. The rule pack for the chosen output decides which transforms fire, so the same pipeline produces a board pack on Monday and a regulator return on Thursday.
- How is this different from plain ETL?
- ETL extracts, transforms, and loads data between stores. This pipeline goes further: it assembles a governed business output and keeps each figure’s lineage, so clicking any number unrolls it to the source row, and a dropped source degrades to a known fallback rather than producing a wrong number quietly.
- What can it produce?
- Board packs, donor reports, and regulatory returns like the BA 900, any output where the same data gets re-assembled by hand for several deliverables. The pack stops being assembled by four people over three days and starts being generated.
Systems we often build alongside this one.
- Reconciliation EngineStop chasing the agreement between systems. The engine matches the ledgers in the background and only surfaces what needs a human.
- Notification & Alert OrchestrationOne rule engine deciding who hears about what, on which channel, at what hour. The noise stops; the signal lands on the right person's phone.
- Unified Customer RecordOne customer record, stitched from the systems that already hold the data. Every team sees the same customer.
- Compliance & Regulatory Reporting EngineThe submissions regulators, auditors, donors, and boards expect, assembled from the data you already generate, no quarter-end scramble.
Want one built for your business?
The first conversation is free. And useful either way.