Auditors manually traced transactions across uneditable PDFs. Now, intelligent extraction maps source data directly into Excel.
A national member firm of a leading global accounting organization manages high volumes of complex financial documentation for audit, tax, and advisory engagements across various industries.
Auditors manually reviewed financial statements and traced transactions across inconsistently formatted digital files and uneditable client PDFs....
Audit, tax, and business advisory firm in the Philippines.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
Related implementations across industries and use cases
Manual financial report reviews took 1-2 days. Now, auditors use AI inside Excel to compare versions and flag calculation errors.
Manual data extraction bottlenecked senior auditors. AI now pulls verifiable answers into Excel, shifting early reviews to junior staff.
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Auditors lost hours manually recalculating financial statements. Now, AI verifies math and consistency so teams can analyze exceptions.
Rigid rules slowed 990,000 invoices. ML now matches payments across 1,000 process variants, freeing cash trapped in manual cycles.
Finance teams managed 1.5M transactions via scattered spreadsheets. Now, AI agents extract data and route journal entries in seconds.