Use case
Use case3 min readBy The Data Workers Team

Portfolio company reporting data, run by agents

Monthly reporting packs from portfolio companies arrive late, in different formats, with definitions that drift. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Monthly reporting packs from portfolio companies arrive late, in different formats, with definitions that drift.
  • •What changes. Agents collect, map and check each company's pack and hold anything inconsistent for the company's CFO.
  • •What stays with your people. Reported figures: LPs and lenders rely on them.
  • •The result. Monthly reporting closes on time across the portfolio.

The problem today

Monthly reporting packs from portfolio companies arrive late, in different formats, with definitions that drift.

What changes with Data Workers

Agents collect, map and check each company's pack and hold anything inconsistent for the company's CFO.

The workflow: Connectors agent (get_connector_status) → Schema Evolution agent (detect_schema_change) → Quality Monitoring agent (run_quality_check) → Autonomous Data-Conductor (request_governance_review).
Fig. 1:The workflow: Connectors agent (get_connector_status) → Schema Evolution agent (detect_schema_change) → Quality Monitoring agent (run_quality_check) → Autonomous Data-Conductor (request_governance_review).

The workflow, step by step

  1. 1.The Connectors agent calls get_connector_status and collects monthly packs.
  2. 2.The Schema Evolution agent calls detect_schema_change and maps format changes.
  3. 3.The Quality Monitoring agent calls run_quality_check and checks against the GL.
  4. 4.The Autonomous Data-Conductor calls request_governance_review and routes exceptions to the CFO.

The impact metrics we move

  • •Pack collected and mapped: from about a week to 2 h
  • •GL check: from about 2 days to 8-15 min
  • •Exception routed: from about 2 days to minutes
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •Packs are mapped and checked on arrival, so the portfolio view closes on time.
  • •Exceptions go to the right CFO, so fixes happen at the source.

Where your people stay in charge

Reported figures always go to a named approver, because LPs and lenders rely on them. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. Monthly packs for three companies.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •Pack collected and mapped: from about a week to 2 h
  • •GL check: from about 2 days to 8-15 min
  • •Exception routed: from about 2 days to minutes
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The private equity hub · The full team playbook

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