Pattern Pattern
Client Case Study: Automated Accounting for Intelligent Processing
Client Case Study Accounting Process Automation

Client Case Study: Automated Accounting for Intelligent Processing

Industry tag: PROCESSING

Note: We take customer confidentiality very seriously. Our customer kindly asked us not to be named in this case study, but approved the content below.

Automated Accounting

Processing financial forms is costly and time consuming. It requires the mobilization of a manual extraction team and slows down customer service and delivery. Furthermore, processing financial paperwork rapidly with old procedures is prone to errors and can result in major issues.


Our client’s machine learning-powered solution aims to streamline document processing, reduce errors, improve efficiency, and provide valuable insights through Intelligent Process Automation.

Pain / Challenges

Most of the data is unstructured and the OCR algorithm recognizes data from scanned documents fall below an acceptable threshold. It is nearly impossible to achieve at least 80 percent-90 percent automation for OCR on scanned documents.

Solution: Smart Data for Automated Financial Documents Processing

Our work consisted of giving the cognitive technology the capacity to process autonomously and intelligently critical insights in financial documents. Through a large volume of financial documents, the financial software AI was trained to improve image quality prior to processing, and then identify key data: price, date, type, category…


More insights in spending behavior, through bank transactions classification and receipt and invoice data reading

35% Decrease in manual document processing costs, by combining automation with redesigned operational processes

99% Accuracy rate

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