Fintech Firm Cuts Manual Reporting by 70% with One Elite Virtual Assistant

What happens when a fintech consultancy’s growth decisions are slowed by manual reporting?

⛔ Hours lost every week to repetitive data prep,
⛔ Inconsistent performance insights across payment gateways,
⛔ And no automated system to surface what’s actually working!

Instead of hiring internally or accepting inefficiencies as “part of the process,” Matthew Steinbrecher, Founder of Sound Commerce, brought in a Wishup Elite Virtual Assistant to rebuild the entire reporting engine from the ground up.

This is the story of Shailja Tiwari, a Wishup Elite VA with over 5 years of experience, who transformed Sound Commerce’s data operations using automation, dashboards, and structured workflows.

Read the full story below.

Sound Commerce, a global payment consultancy founded by Matthew Steinbrecher, works closely with multiple payment gateways and global merchants. The business relies heavily on performance data, authorization rates, and transactional insights to drive better outcomes for clients.

But as the firm scaled, data became more of a blocker than an enabler.

Before bringing in a Wishup Elite VA, Matthew was dealing with:

⛔ Inconsistent performance insights across payment gateways
⛔ Large volumes of transactional data processed manually
⛔ No centralized or automated data storage or workflows
⛔ Manual reporting eating up hours every week
⛔ Delayed insights slowing down strategic decisions

Despite having the data, there was no clean automation layer, no standardized dashboards, and no reliable workflow to convert raw numbers into fast, actionable insights.

The goal was clear:
Build a clean, automated, and insight-driven reporting system that could scale with the business and support faster, smarter decision-making.

When Shailja Tiwari, a Wishup Elite Virtual Assistant with over 5 years of experience, stepped in, she quickly identified the real problems under the surface.

She noticed:

⛔ Long hours spent on repetitive manual data handling
⛔ No structured system to surface gateway-level success rates or bottlenecks
⛔ Reporting workflows that delayed insights and slowed down execution
⛔ Complex calculations being repeated manually instead of automated

Rather than just executing tasks, Shailja mapped out where automation, dashboards, and optimized workflows could replace manual effort entirely.

What started as reporting assistance quickly evolved into full-scale operational optimization.

Shailja took complete ownership of building smarter systems by:

✅ Automating data processing using Python and SQL

✅ Creating structured Excel dashboards using pivot tables and grouped metrics

✅ Building Power BI dashboards with DAX-powered calculations

✅ Cleaning, transforming, and standardizing 70+ data columns for smooth migration

✅ Supporting machine learning models with clean, reliable data inputs

✅ Assisting with Azure flow monitoring, app registrations, inbox management, and documentation

✅ Designing scalable automation workflows to reduce recurring manual effort

Her role expanded from execution to data strategy, automation design, and workflow optimization.

Here’s how the Wishup Elite VA directly impacted Sound Commerce—with hard numbers:

✅ Decision-making speed improved by ~40%, reducing analysis time from 3–5 hours/week to under 2–3 hours/week.

✅ Report generation time cut by 80%, from 1.5 hours to just 15 minutes per month.

✅ Manual reporting and data prep reduced by over 70%, from 5–6 hours/week to under 1–2 hours/week.

✅ Complex calculations automated, saving 1–2 hours daily, accelerating insight delivery by ~50%, and saving 2–3 operational hours.

✅ 100% downtime eliminated by completing data migration within 24 working hours, standardizing 70+ columns, and cutting data cleaning effort by ~60%.

✅ Faster dashboard deployment achieved by reducing testing time by ~40% and improving data retrieval speed by ~30%, saving 5–8 hours/month in rework.

✅ Handover efficiency improved by ~50%, while analysis errors and rework dropped by ~30%, saving 2–3 hours/week in maintenance and troubleshooting.

✅ Payment gateway setup supported for 15+ businesses, reducing onboarding time by ~20%, improving documentation accuracy, and lowering rejection rates by 5%.

✅ Email workflows streamlined, cutting email triage time by 20% (≈15 minutes/day) and reducing manual reporting effort by 10%, saving 1–2 hours/week.

With automation, dashboards, and workflows fully embedded, Sound Commerce saw clear outcomes:

✅ Strategic decisions made faster

✅ Clean, accessible dashboards without recurring rework

✅ Data cleanup and downtime reduced drastically

✅ Smoother onboarding for 15+ businesses

✅ Fewer analysis errors and higher productivity

The Elite VA didn’t just support operations—she rebuilt the reporting engine.

“Wishup gave me hands-on training in AI and no-code tools and placed me on a project that perfectly matched my skills. The customer support team was always there to ensure everything ran smoothly, so I could focus on delivering real value to the client.”
— Shailja Tiwari, Wishup Elite Virtual Assistant

“Overall, Shailja is a great worker. She's great at keeping organized on tasks while being extremely responsive to her daily responsibilities and what she is executing. She's not afraid to speak her mind when she believes a process or strategy we're taking is inefficient or could be maximized… She definitely takes pride in her work and wants to provide value. Even with a light task load, she proactively works on adjacent improvements without needing micromanagement.”
— Matthew Steinbrecher, Founder, Sound Commerce

With one Wishup Elite VA:

✅ Reporting time cut by 80%

✅ Manual data cleanup reduced by 60%

✅ Insight delivery accelerated by 50%

✅ Migration completed with 0% downtime

✅ Onboarding improved for 15+ clients

✅ 5-star client satisfaction achieved

For Sound Commerce, the takeaway was clear:
An Elite VA isn’t support—they’re a force multiplier.

• 1500+ high-ownership virtual assistants to choose from
• Expertly aligned with 900+ global founders in 2026
• $299 worth of workforce management app for free
• Saved 850000+ hours for busy entrepreneurs 
• Experts in setting up automation workflows
• 55+ industries served, including healthcare
• 99% reliability rate in meeting deadlines
• Top 0.1% talent that’s ready to start
• Trained on 200+ AI/no-code tools
• 2000+ tasks managed monthly
• 98.8% client satisfaction rate
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• Hire in 60 minutes!

Schedule a free consultation call now to get back the time you’re losing (that could’ve been spent growing your business)!