The challenge

A mid-size finance firm relied heavily on manual data entry, spreadsheet updates, and back-and-forth approvals.
This caused delays, errors, and operational bottlenecks that affected client delivery and month-end reporting timelines.
‍

Our strategy

We built a fully automated finance workflow system that connected their core tools.
‍

Key steps included:

• automating data entry using AI extraction
• integrating spreadsheets, CRM, and reporting tools
• implementing approval workflows with automated notifications
• creating real-time dashboards for tracking financial status
• setting rules for error detection and validation
  ‍

The results

• 90% faster monthly reporting
• zero manual data entry in core processes
• 48% drop in human errors
• Team productivity improved significantly
• Leadership gained real-time operational visibility