Accounting Automation Platform
Confidential — Accounting Firm
Accounting 70% less manual data entry Same-day reconciliation
Challenge
An accounting firm serving 200+ clients spent excessive time on manual invoice data entry, bank reconciliation, and report generation.
Approach
We built an automation platform integrating OCR document extraction, rule-based categorization, automated bank reconciliation, and scheduled report generation — all with full audit trails.
Results
- 70% reduction in manual data entry
- Bank reconciliation completed same-day instead of weekly
- Client reporting automated for 80% of standard reports
- Staff redeployed to advisory and client-facing work
Technologies used
JavaSpring BootPythonPostgreSQLApache Airflow