SoFi Automates Financial Reporting with Rollstack

The Challenge: Manual Reporting Was Holding SoFi Back

SoFi, a leading digital financial services company, faced a critical last mile challenge in data reporting. Despite a robust data infrastructure, getting insights into executive presentations where decisions are actually made was a painful, manual process. Michael McElvaney, Sr. Director Finance Transformation, BI & Systems, SoFi and his team were copying and pasting every entry into slides for business reports and materials.

• Repetitive tasks: Teams were wasting time copying and pasting every entry from Tableau dashboards and Google Sheets into hundreds of slides for recurring reports.
• Ineffective native integrations: The built-in synchronization between Google Sheets and Google Slides was unreliable, compromising the integrity of the final presentation.
• Low impact work: This manual effort prevented finance and BI teams from fulfilling their strategic mission of analyzing insights and driving conclusions from the data.\

The Solution: Connecting Tableau to Google Sheets with Rollstack

SoFi sought a solution that could bridge the gap between their BI tools and the presentation layer. Rollstack proved to be the "immediate no-brainer" they needed. Rollstack connects directly to SoFi's Tableau dashboards and Google Sheets.  As a result the teams were able to

• ​​Eliminate repetitive tasks: Automate the transfer of data and visualizations into polished Google Slides and PowerPoint presentations.
• Build a trusted data connection: Solve recurring reporting challenges by instantly updating data within their decks, even changing date ranges and other elements in their decks without rebuilding.
• Set up one click report generation: Scale personalized reporting for various business functions with the click of a button, a process previously deemed impossible.

The Impact: Automated Recurring Reporting for Quantifiable Results

Rollstack delivered substantial time savings, increased accuracy, and better insights

• Over 3,300 visualizations are now updated monthly through Rollstack, eliminating massive manual effort.
• More than 400 slides are updated every month, ensuring consistent, accurate reporting.
• Over 30 different presentation decks have been fully automated, streamlining critical recurring reports.

McElvaney emphasizes the clear ROI: "When we're saving countless hours on manual copying and pasting, allowing people to spend more time on insights and drawing conclusions from the data, it's a no-brainer to invest in a tool that automates that step." SoFi's experience proves automating the last mile of data reporting can transform the data team’s impact by delivering accurate insights that truly drive critical decisions at scale.

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