

Automated Compliance Reporting System
Replacing manual reconciliation with intelligent automation for regulation-ready monthly reports
Key Outcomes
Regulatory confidence
Automated data reconciliation between bank accounts and legal systems eliminated human error from compliance reporting entirely.
Multi-year reliability
The system has been successfully used in live operations for multiple years, delivering consistent, regulation-ready reports every month.
Human-in-the-loop design
Automation handles all data gathering and compilation, requiring only a final confirmation from Law Quarter to verify figures.
The Challenge
High-stakes manual reconciliation
Law Quarter manages regulated funds and is required to produce rigorous monthly compliance reports.
Previously, this process involved manually cross-referencing data from multiple bank accounts with Cleo, their legal SAS system — a time-consuming and error-prone task.
The reporting process consumed valuable legal and administrative resources, with strict regulatory requirements leaving no margin for error.
Monthly manual reconciliation consumed significant hours with constant risk of compliance errors.
Our Approach
Multi-system integration with automated reporting
The Kipanga Compliance Automation Protocol
Kipanga designed a fully automated compliance reporting system that seamlessly integrated financial data sources with Law Quarter's legal systems.
The goal was to maintain absolute compliance while dramatically reducing effort and operational risk.
make.com workflows orchestrate data collection from bank accounts and Cleo, centralize it in Airtable, generate reports, and store them securely in Dropbox.
Data Integration
Automated data collection from bank accounts and Cleo legal system
Data Structuring
Centralized compliance data in Airtable for processing
Report Generation
Automated monthly compliance report compilation
Secure Storage
Completed reports stored automatically in Dropbox with audit trail
The Solution
End-to-end compliance automation
A fully automated system that handles the entire compliance reporting lifecycle — from data collection through to report generation and secure storage.
Zero manual data re-entry is required during report preparation. The system produces repeatable, auditable reports aligned with fund management regulations.
Law Quarter staff simply confirm that final figures align with bank balances before reports are submitted.
Results
Measurable Business Impact
Technology
Built With
Backend
Database
Infrastructure
"A professional service run by good people. If you are looking to automate complex businesses processes, then get in touch. I highly recommend this business."

Connor James
Principal, Law Quarter
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