AI case study

SquireFinancial statement review

Staff manually verified printed financials with red pencils and calculators. Now, AI extracts PDF data and cross-checks footings.

Published

Key results

Of Original Prep Time
10-20%
vs 3 to 6 hours

Result highlights

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The story

Context

An accounting and advisory firm providing audit readiness services for small-cap public filers and outsourced bookkeeping for specialized charitable entities.

Challenge

Staff manually verified financial statements by printing them out, checking numbers with a red pencil, and relying on calculators to ensure internal...

Solution
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Quotes

The company

Accounting, tax, and advisory firm providing ERP and wealth management services.

IndustryProfessional Services
LocationOrem, UT, USA
Employees251-1K
Founded1973

The vendor

DataSnipper logo

DataSnipper

datasnipper.com

AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.

IndustrySoftware & Platforms
LocationAmsterdam, Netherlands
Employees201-500
Founded2017

Use case

Squire's Financial statement review is part of this use case:

Compliance Review
51 case studies(+43% YoY)
Proven impact?
LowModerateVery Strong
3.0Moderate
2.2Lowwithin Professional Services
2.9Lowwithin Finance

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