AI-Powered Document Processing for Financial Services
A regional accounting firm was buried in manual data entry during tax season. We built a custom AI pipeline that cut processing time and reduced the errors that come with hand-keying figures.
Details anonymized. Outcomes described at a high level.
The Challenge
Every tax season, staff spent most of their time on manual data entry. Scanning documents, keying in figures, checking them against client records, and catching errors that inevitably crept in. Document volume was growing, but hiring more people wasn't a lasting answer. Rework from mistakes delayed filings and strained client relationships. They needed to process documents faster without giving up accuracy.
Our Approach
- 1Reviewed their document types, formats, and existing workflows to find the highest-impact places to automate.
- 2Built a custom OCR pipeline tuned for the forms they see most often, including W-2s, 1099s, K-1s, and bank statements.
- 3Layered NLP-based classification on top so incoming documents could be categorized and routed automatically.
- 4Added validation rules that check extracted data against client records and flag discrepancies for review, instead of requiring a person to inspect every field.
- 5Designed output to match the firm's existing report formats, so staff didn't have to reformat results by hand.
- 6Shipped with confidence scoring so high-confidence extractions can flow through and edge cases surface for staff review.
The Results
Innovation Through Partnership.
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We schedule a call at your convenience.
We have a discovery call.
We prepare a proposal.