Finance AI
Case Studies
See how AI speeds up invoicing, improves reporting, and frees up your finance team.
Select Your Case Study
Case Study #04
AI-Powered Invoice Processor: Automate invoice extraction, classification, and reporting across formats like PDFs, Word,..
Use-Case Description
A finance team handled over 15,000 invoices each month in mixed formats like PDFs and Word files.
Without structure, reporting was slow and error-prone. Staff spent hours on manual entry instead of high-value financial tasks.
Problem
❌ 15,000+ invoices monthly in mixed formats (PDFs, Word)
❌ Manual data entry created errors and inconsistency
❌ Unstructured data made reporting difficult
AI Handles Following
🧩 Extracts key data fields
🧩 Classifies invoice items
🧩 Converts documents to clean format
🧩 Integrates with your systems
🧩 Frees up your finance team
The Results
✅ 80% reduction in manual workload
✅ 3× faster invoice approvals
✅ 99% accuracy after initial training
✅ Staff now focus on strategic finance tasks instead of repetitive work
Case Study #05
AI Forecasting Assistant: Automates reporting, detects errors, and keeps your numbers clean.
Forecasting, Automation, Multi-source Integration
Use-Case Description
A growing company struggled with budgeting across regions and business units. Reports came from various systems in mixed formats, making forecasting slow and error-prone.
The finance department spent days chasing updates and creating reports.
Problem
❌ 6+ tools and data sources (Excel, emails, exports)
❌ Forecasts built on static, outdated spreadsheets
❌ 2-week reporting delays each month
❌ Frequent errors in consolidation and version control
AI Handles Following
🧩 Connects live to ERPs, spreadsheets & BI tools
🧩 Cleans, merges & standardizes data across sources
🧩 Builds rolling forecasts powered by AI models
🧩 Auto-generates dashboards, reports & alerts
🧩 Supports multiple business units and currencies
The Results
✅ 85% reduction in reporting time (from 2 weeks to 2 days)
✅ 95%+ accuracy in forecast projections
✅ 1-click reports ready for C-level, investors & regulators
✅ Seamless integration — no tool replacements
✅ Finance team now spends 3× more time on insights vs. admin
Case Study #06
AI Expense Control Agent: Flags duplicates, enforces policy, and gives you real-time spend control.
Optimization of Expenses, Policy Matching, Duplicate Detection, Real-Time Insights
Use-Case Description
A finance team struggled with over 1,200 monthly purchase orders, many mismatched or duplicated.
Spend visibility was low, violations were found too late, and audits consumed days.
Problem
❌ 1,200+ purchase orders monthly, many duplicated or mismatched
❌ No live insight into spend by department or project
❌ Policy violations only caught during monthly audits
❌ Finance team loses days reviewing transactions manually
AI Handles Following
🧩 Monitors invoices, POs, and approvals in real time
🧩 Flags duplicates, anomalies, and non-compliant spend
🧩 Groups expenses by vendor, team, or cost center
🧩 Recommends savings based on trends and historic data
The Results
✅ $180K+ in annual savings from spend optimization
✅ 90% cut in manual audit work
✅ 3× faster detection of overspending
✅ Real-time visibility into procurement by team
