Data Automation for Financial Operations
Turning messy operational data into accurate, on-time reports — reconciliation, exposure, and funding dashboards your team can trust.
Automate reconciliation and exception reporting in real time.
Power BI dashboards for collateral, funding, and projections.
Alteryx & Python ETL pipelines reduce manual processing.
Works with Excel, PostgreSQL, and ServiceNow.
Automatically match internal and external records, normalize IDs, and resolve breaks.
Visualize exposure movements and daily funding forecasts.
ETL workflows built with Python and Alteryx for accuracy and scale.
Versioning, SOP alignment, and audit-ready exports.
Pull data from Excel, databases, or external agents.
Clean, validate, and apply haircut rules.
Deliver reports and dashboards automatically to teams and stakeholders.
AL TASK LLC is a pre-venture B2B SaaS startup focused on automating operational data for financial institutions.
Our platform streamlines collateral, exposure, and funding workflows with AI-driven reporting that eliminates manual data processing.
Based in New Jersey, AL TASK is built by a team of engineers and finance professionals passionate about accuracy, efficiency, and innovation in middle-office operations.
Built by finance and engineering experts
Founder & CEO
10+ yrs in financial data transformation
CTO
Expert in scalable data architecture and automation
Head of Finance
Deep middle-office expertise
Director of Product
Leads product strategy and UI workflows
Data & Automation Analyst
Built Python + Power BI dashboards optimizing monthly reporting by 30%
Backend Engineer
Specializes in PostgreSQL schema design and financial data APIs
Data Integration Specialist
Expert in connecting financial systems and data pipelines
ML SaaS Creator
Develops machine learning solutions for financial data analysis
Ready to streamline your financial operations? Let's discuss how AL TASK can help.