---
title: "Banks & finance · Industries"
description: "The books and the client files gone through in-house. A finance director needs the books and the client files gone through in-house, under the firm's own rules about who may see what."
url: "https://royalsoftworks.com/industries/finance/"
source: "https://royalsoftworks.com"
format: "markdown"
note: "Markdown rendering of the HTML page at `url`. Same content, same canonical URL."
---

[Industries](https://royalsoftworks.com/industries/)

# Banks & finance

The books and the client files gone through in-house.

What the work needs

A finance director needs the books and the client files gone through in-house, under the firm's own rules about who may see what.

- Financial services

  Analysts spend days reconciling spreadsheets from a dozen sources before a single report goes to the board.
- Finance & accounting

  An auditor needs to find every workbook that references a specific account number, across years of archived statements.

How the software does it

- [AssistantGeneral](https://royalsoftworks.com/products/assistant-general/)

  ## Close-of-month reporting in minutes, not days.

  Connect your read-only database and reporting folders. AssistantGeneral pulls the numbers, builds the workbook with the formulas already computed, audits its own figures against the source, and hands you a finished .xlsx — not a description of one.

  - Read-only database queries (Postgres, MySQL, BigQuery, Snowflake)
  - Self-audited Excel generation with computed formulas
  - Full inference trace for audit trails
- [OfficeBrief](https://royalsoftworks.com/products/office-brief/)

  ## Search a thousand spreadsheets for one flagged row.

  Content search reads inside XLSX and XLS workbooks directly. Once found, batch conversion turns a folder of statements into PDF for the audit package in one job, and mass rename brings inconsistent filenames into a single naming convention.

  - Search inside spreadsheet bodies, not just filenames
  - Batch PDF conversion for audit packages
  - Regex mass rename to standardize a folder before filing

Why it stays on your own computers

The firm's own rules say who may see what. Those rules only hold on computers the firm controls.

Built for it: AssistantGeneral, OfficeBrief. These are the jobs the software is made for, not customer stories.

[Previous Clinics & hospitals](https://royalsoftworks.com/industries/health/) [Next Government & defence](https://royalsoftworks.com/industries/government/)

[All industries](https://royalsoftworks.com/industries/)

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