Use cases

A use case for every job you already do.

Redijo fits a specific task — not a whole system. Pick a case and walk through how each of the agent's tools handles one part of the flow, with every figure pointing back to its source.

Worked examples with sample, fictional data — for illustration only.

Interactive demo

Watch the agent work

Pick a sector and walk the cycle of a report, from raw file to citation. All on sample data.

The situation

A fund administrator that closes a monthly NAV pack per fund — without rebuilding the workbook each time.

Who it is for

Fund accountant, fund administrator or family-office operator running monthly NAV and investor reporting, with no data team.

What changes
  • hours → minutesto close a fund's monthly pack
  • one templatethe same standard across every fund
  • per lineevery figure tied to its source
Step 01 of 06

The files you already have

The administrator uploads this fund's exports — the same ones every month, with no integration to the custodian.

CSVcustodian_statement_may2026.csvCustodian · 1,840 linesread
XLSXtrial_balance_may2026.xlsxAdmin system · 96 accountsread
XLSXcapital_activity_may2026.xlsxSubs & redemptions · 42 rowsread
CSVfx_rates_may2026.csvMonth-end FX · 12 pairsread
Explore by category

Financial services & fund admin

For fund administrators closing investor reporting every month.

Monthly NAV pack

Custodian, trial balance and capital activity become a standardised NAV pack — every figure on its source.

View use case

Investor allocation

Splits the period result across investors by their capital share.

Coming soon

Management-fee accrual

Reconciles the accrued fee against the schedule and the trial balance.

Coming soon

Audit-ready support pack

Each figure traced to its source line, ready for the auditor.

Coming soon

Use cases by sector

Auditability in the real workflows of each sector

Each use case answers a specific question from one sector — with the files you already export and every figure pointing to its source. Illustrative figures, always labelled as samples.

Start with this month's report, using the files you already have.

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