Business-configurable
Reporting owners adjust mappings, rules and outputs within their permissions.
Custom reporting automation
Your reporting process. Productised.
Custom reporting is where organisations lose the most time and have the least tooling: recurring packs assembled by hand from systems that do not talk to each other. Datox automates that work using your data model, your calculations and your output formats, configured on a standard platform.
Positioning
Tailored output. Standard platform.
Bespoke reporting projects are expensive to build and worse to maintain, because the logic ends up in code that only the original team understands. Datox keeps the flexibility in configuration: what changes per client is the mapping, calculation, workflow and output, not the platform.
What is configurable
- The data sources feeding each reporting workflow.
- The reporting model, calculations and derived measures.
- Validation rules, tolerances and materiality thresholds.
- Review, approval and ownership across the reporting cycle.
- The output format, layout and delivery destination.
Reporting types
What organisations automate first
Financial reporting
Multi-entity and multi-source consolidation, reconciliations, calculations and management-ready financial output.
Learn moreFund & investor reporting
Recurring factsheets, investor packs and performance reporting built from portfolio, fee and accounting data.
Learn moreManagement reporting
Board and management packs assembled from fragmented data on a fixed cycle, with commentary support.
Learn moreOperational reporting
Recurring operations, KPI and service delivery reporting across systems and business units.
Learn moreCustom & ad-hoc reporting
One-off and evolving reports produced without building a new pipeline each time.
Learn moreDashboards & data outputs
Governed datasets that feed BI tools and downstream systems alongside the reports themselves.
Learn moreOperating model
Configured by the reporting team, not rebuilt by engineering.
Adaptive
New entities, funds or metrics are added onto the existing workflow.
Reusable
Configuration is reused every period rather than rebuilt.
More capacity
Less manual production work and less engineering dependency per report.