At KyribaLive 2026, Related Companies was awarded the Productivity Breakthrough Award, recognizing a standout transformation in reporting efficiency, data quality, and decision support

Faced with a high-volume, complex treasury environment, Tara Levinstein set out to eliminate repetitive manual work and give time back to the team for strategic value analysis. With Kyriba’s Open Reports Studio, the team replaced time-consuming reporting workflows, manual spreadsheet stitching, and PDF-based data gathering with a more automated, scalable approach. The result was not just a faster reporting process, but a more strategic treasury function capable of delivering timely, accurate insights to senior leadership.

From manual reporting to repeatable automation

Before implementing Open Reports Studio, reports were pulled individually from Kyriba, exported into Excel, and manually combined with formulas into a single executive-ready view of banking relationships. After attending KyribaLive 2025 and seeing Open Reports Studio in action, the team quickly recognized an opportunity for immediate impact. They created a master spreadsheet with formulas, pivot tables, and reporting logic, then refreshed directly with updated data each quarter. This shift dramatically reduced report preparation time while improving consistency and usability.

Key achievements include:

• Up to 95% faster quarterly reporting: what used to take 40 hours now completes in 2-5 hours.

• Real-time monthly updates: manual construction account reports that took 2-3 hours now refresh in seconds (a 99%+ time reduction).

• Near-zero error rate: eliminated PDF-based manual entry, drastically reducing data errors.

• Continuous improvement: the team adds new reporting views and capabilities each quarter, compounding value over time.

The impact extends beyond speed. By centralizing data and building reporting from a single source of truth, the treasury team has created a more organized and durable reporting foundation across divisions, business units, and bank relationships.

Turning time savings into strategic value

The shift of using Open Reports studio to analyze cash, identify trends, and deliver insights to decision makers has already changed how treasury supports the business. Instead of focusing primarily on gathering and formatting information, the team is investing more time in strategic analysis, including forecasting, liquidity planning, and deeper examination of risk across the organization. Kyriba has become the central foundation for that work, helping the treasury team pull together account-level and deposit-level information.

As the reporting foundation continues to mature, the team is increasingly focused on the quality of output, making sure treasury data is structured, accurate, and usable for executives who need to make decisions quickly.