Started with spreadsheets and questions nobody wanted to answer

Back in late 2018, I was running numbers for a small investment group in Buenos Aires. Everyone wanted clean reports, but the data lived in five different places. And nobody — not the accountants, not the fund managers — wanted to deal with connecting those dots every quarter.

So we built something simple. Not fancy software — just a reporting system that pulled what investors actually needed to see. By 2020, three other groups asked if we could do the same for them.

That's when PowerConnectIQ became a real business. We didn't plan to revolutionize anything. We just wanted reports that didn't take three weeks and seventeen emails to produce.

Now we work with investment teams across Argentina who need their financial reporting done right — and done on time. Because when your investors ask questions, you shouldn't need a month to find answers.

What drives our reporting work

Financial reporting shouldn't feel like archaeology. Digging through old data, translating between systems, trying to remember which version of that spreadsheet was actually correct.

We think about reporting as infrastructure. Boring? Maybe. But when your investors need clarity about portfolio performance or regulatory filing deadlines are approaching, boring infrastructure becomes pretty valuable.

Our focus stays narrow by design. We handle financial reporting for investment operations. Not bookkeeping, not tax strategy, not wealth management advice. Just the reporting layer that connects your financial data to the people who need to understand it.

Investor-first view

Reports should answer investor questions before they're asked. We structure data around what matters to the people reading it, not just what's easiest to extract.

Local context matters

Argentine market reporting has specific requirements. Currency considerations, regulatory frameworks, regional compliance standards — we know these details because we work here.

Timeline reliability

Quarter-end reporting deadlines don't move. Our systems are built around predictable delivery schedules that respect your operational calendar.

Data transparency

Every number in a report should trace back to its source. We maintain clear audit trails so you can verify information when questions arise.

How we actually build these reports

No magic formulas here. Just a structured process that turns messy financial data into reports people can use.

Data mapping session

We start by documenting where your financial data actually lives. Bank feeds, trading platforms, accounting systems — whatever sources you're currently using. This usually takes two to three hours of walking through your existing setup.

Report structure design

Next, we draft sample reports based on your investor communication needs. Performance summaries, allocation breakdowns, fee calculations — the specific views your stakeholders expect to see. Most groups need three to five core report types.

Integration setup

Then comes the technical work: connecting data sources to our reporting platform. We handle API connections, data validation rules, and automated refresh schedules. This phase typically runs two to four weeks depending on system complexity.

Parallel testing period

For at least one full reporting cycle, we run our system alongside your existing process. You compare outputs, we fix discrepancies, and everyone builds confidence that the new reports match reality. No sudden switches or trust-us moments.

Handoff documentation

Once testing checks out, we create documentation for your team. Where to find each report type, how to adjust date ranges, who to contact when something looks wrong. Simple written guides, not fifty-page manuals nobody reads.

Ongoing monitoring

After implementation, we keep watch on data flows and report generation. When source systems change or new requirements emerge, we adjust the reporting structure. Monthly check-ins help catch issues before they affect your deadlines.

Small team focused on one thing

We're not trying to be a fifty-person consultancy. PowerConnectIQ runs with a core group of five people who actually understand both financial reporting requirements and the technical infrastructure that makes it work reliably.

Marina Echevarría

Senior Reporting Analyst

Marina spent eight years doing financial reporting for investment funds before joining PowerConnectIQ in 2021. She knows what makes a useful report versus one that just looks impressive. When clients send us confused emails about data discrepancies, Marina's usually the one who figures out what actually happened.

She handles our client report reviews and trains new team members on Argentine regulatory reporting standards. Also maintains our internal documentation system, which sounds boring but keeps everyone from reinventing solutions we've already built.

What we care about as a team

Getting reports done before deadlines, not after excuses
Answering client questions clearly instead of hiding behind jargon
Building systems that work consistently, not just during demos
Admitting when we don't know something rather than guessing
Keeping our focus narrow so we can actually be good at this one thing