Im working in AUM reporting side and looking to automate some daily and monthly processes that are done in excel. I know it is possible with python but I know little to no python any suggestions? Or any other software that may be able to help!

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I work in reporting, Tableau is highly useful

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I have to be another voice for Tableau here. It has helped with so many aspects.

I have done some automated financial analyses in SSRS using SQL. You can set up daily subscriptions to it. I have equally done some in Power BI(Low Code).

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Data camp has a good curriculum. Python is not scary. Get learning!!

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We use Power BI and have been able to recreate excel AUM reports for our teams without using any programming languages. They are not exactly the same in looks but tell the same story. I highly recommend PBI because Power Query is built into it, you can easily download visual data to excel and embed paginated reports.

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