Automating financial reporting workflows
A finance team used AI + automation to streamline reporting, cleanup, and data validation.
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
