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Financial Services

Reporting your risk team will sign off on

Regulated reporting has to be reproducible and explainable months later. Mammoth writes every rule down as a visible step, checks the data before anything publishes, and keeps the history of how each number was made.

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How this number was madeIllustrative

Group cash position

£42.6M

Month end · Sep
Sources
3 entity ledgers, loaded 06:00
Rule applied
FX at month-end rate · step 6 of 11
Data checks
3 of 3 passed
Approved
Reporting lead · 09:14
Pipeline
Version 14 · changed 2 days ago
The actual problem

The report is due on a fixed calendar, the source systems don't agree with each other, and someone has to be able to explain in six months exactly how a figure was derived. Most teams solve this with a spreadsheet and a person who remembers. That works until the person is on leave during close.

Customer stories

Results in Financial Services

Every figure here comes from the customer's published story.

From source to sign-off

Four steps between the raw data and the report

In the order they run. The panels use made-up rows to show the shape of each one.

  1. Standardise

    Put every country's data on one standard

    MUFG's centralised team received KYC data from 19 countries, each in its own conventions, and reconciled it by hand in Excel. The same work now runs automatically in 15 to 20 minutes.

    • Each country's conventions mapped once, then reused
    • Automated runs in place of manual reconciliation
    • A team that can grow without growing the spreadsheet
    MUFG logoRead how MUFG did it
    Standardise conventionsIllustrative
    CountryReview dateName
    Japan2026/10/03TANAKA H.
    India03-10-2026P. Sharma
    United States10/03/2026Smith, J.
    Germany03.10.2026Müller, A.
    One standard2026-10-03 · family, given

  2. Rules

    Write the rules down where audit can read them

    MUFG's rules for when a customer's KYC should be reviewed again were complex enough that the outcome was negotiable. Built as a visible pipeline, every recommendation now shows the rule that produced it.

    • Rules revised quickly as policy changes
    • Writing them down surfaced assumptions nobody had stated
    • Clear enough to satisfy compliance and audit review
    MUFG logoRead how MUFG did it
    Re-review rulesIllustrative
    1. 1Risk rating raised since last review42
    2. 2Ownership structure changed17
    3. 3Identity document expired108
    4. 4None of the above3,916

    167 customers flagged for review. Each one shows the rule that flagged it.

  3. Controls

    Stop bad data before it reaches the report

    Data checks run inside the pipeline and halt it when a rule fails. An approval gate then holds the run until a named person signs off, and records who approved it and when.

    • Checks for blanks, row counts, ranges or any rule you write
    • A failed check stops everything downstream
    • Approvals logged with the approver's name and the time
    Before it publishesIllustrative

    Data checks

    • Totals reconcile to sourcePassed
    • No blank entity codesPassed
    • Account IDs are uniquePassed

    Approval

    Approved by the reporting lead09:14

    The run waited here until it was approved.

    A failed check stops the run. Nothing reaches the report until it passes.

  4. History

    Show how a number was made, months later

    Every change to a pipeline is saved as a version, with what was added, removed or changed. The activity log records who connected what, who edited which step and when it ran.

    • Restore an earlier version of the logic
    • Activity log kept 3 years on Pro, and up to seven years on Enterprise
    • Password-protected links for auditors, at no cost per viewer
    Version historyAutomatic
    • v14 · current
    • v13
    • v12
    • v11

Templates

Start from a dashboard that already works

Mammoth templates captured as they render, on sample data. Point one at your own data and it fills in.

  • Budget vs Actual dashboard: Revenue, Budget Revenue and Variance To Plan tiles, above Over and under plan.
    Sample data: illustrative figures, not business results.

    Budget vs actual dashboard

    Where did the plan hold, and where did it not?

    See it full size →
  • Financial KPI Scorecard dashboard: Revenue, Gross margin, Operating margin and Operating Income tiles.
    Sample data: illustrative figures, not business results.

    CFO dashboard

    How is the business doing, in four numbers?

    See it full size →

Before you ask

The questions this industry always raises

Can different entities see the same dashboard, scoped to their own rows?
Yes. Row-Level Security comes with Pro: one dashboard, and each desk, region or entity sees only its own rows. It applies to dashboards, so send sensitive output through a dashboard or the managed database rather than a file export.
Can we enforce SSO, MFA and IP restrictions?
SSO and enforced MFA come with Pro. IP allowlisting for office ranges and VPN egress is an Enterprise control.
Where does our data live?
Mammoth is a cloud service. Enterprise customers can have a private cloud or their own tenant, scoped with them as part of the deal. There is no on-premise version.
How long is the activity log kept?
1 year on Team and 3 years on Pro. Enterprise retention is configurable from one to seven years, to match your obligations.
What certifications does Mammoth hold?
SOC 2 Type II and ISO/IEC 27001:2022 certification, with HIPAA and GDPR compliance. The SOC 2 report is available under NDA as part of a security review.

See it on your own data.

Start free and connect one source, or book a demo if you'd rather we scoped it with you first.

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  • ✓ 14-day Pro trial · No credit card

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