Sample deliverables, not case studies
These reports were produced by Albert, the Meles data agent, under the workflow described on the Demo page: documented assumptions, scoped read-only access, and a Data Basis block in every report. The figures are fictional by design — the same confidentiality posture the agent applies to real client data. What's real is the method: every table foots to its headline figure, and every definition is written down.
Revenue Reconciliation Statement
Month-by-month bridge from management-dashboard revenue to posted ledger revenue — credit notes, manual journals, cutoff, intercompany — closed to zero unexplained residual. This is the "two reports, two revenue figures" problem from the homepage, resolved and documented.
Month-End Close & Data Readiness Report
Whether the data can be trusted before anyone reports with it: subledger-to-control-account tie-outs, pipeline run outcomes, data freshness, and close blockers — including one deliberately failed check with its root cause and fix.
Both reports describe the same fictional NL/BE/LU trading group, and their figures reconcile with each other — the bank balance in the close report is the opening cash position of the group's cash forecast, and the reconciliation residual the close report checks is the one the reconciliation statement produces. One data model, one set of numbers: that consistency is the point.
What would these look like on your data?
The same deliverables, produced against your Dynamics 365 and Fabric environment, under the same read-only rules.