About the Client
A leading international consulting and auditing company. Their teams handle a constant flow of financial documents, and every one of them has to be read, checked and interpreted correctly.
Challenges
Document preparation ran through many separate steps, each one demanding in time and attention. The work was slow, expensive and dependent on specific people who knew how a particular document should look.
- Manual review does not scale: volume grows, headcount has to grow with it.
- Human reading introduces inconsistency: two reviewers interpret the same document differently.
- Knowledge sat with individuals, so holidays and departures became operational risk.
- In audit work, an error is not an inconvenience: it is a compliance problem.
Our Approach
We built an end-to-end solution for creating and processing financial documentation, using robotic process automation for the repetitive steps and a web application for everything that needs a person.
The system extracts information from a wide range of business documents, applies the firm’s own rules to it, and connects the results so that data entered once is reused everywhere it belongs. What used to be a sequence of manual handovers became one pipeline with a person reviewing the output rather than producing it.
Results
- Document review and processing time reduced by 80%.
- Costs reduced by 75%.
- Processing accuracy improved by 20%.
- Risk cut by 18%, measured by the firm’s own compliance criteria.
- Dependency on individual specialists removed: the rules live in the system, not in people’s heads.
Technology Stack
RPA for the repetitive steps; TypeScript, Angular, Angular Material and Bootstrap on the front end; .NET and SQL on the server.
Business Impact
Automation projects are often sold on headcount savings and then judged on error rates. This one improved both at once, which is the combination that makes finance teams adopt a tool rather than work around it. The accuracy gain mattered as much as the time saved: in audit, a consistent result is the product.