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FIX Verdict
AccountingTech
10 weeks

Precision Engineering

InsightBooks

Ding Total Advantage Framework™ Journey

Phase 1: Meritocratic Triage

2 weeks

FIX verdict with domain-specific fine-tuning roadmap

Phase 2: Advantage Validation

3 weeks

PoC hit 99.2% accuracy on test dataset

Phase 3: Total Acceleration

5 weeks

99.7% accuracy, enterprise partnership signed

Precision Engineering
99.7%
Accuracy
Up from 87% pre-triage
5x
Processing Speed
Faster transaction processing
94%
Client Retention
Industry-leading retention rate
50K+
Daily Transactions
Scaled processing capacity

The Framework Journey

Phase 1: Meritocratic Triage

2 weeks

Rapid Triage pinpointed LLM architecture as root cause of accuracy gap

Outcome: FIX verdict with domain-specific fine-tuning roadmap

Phase 2: Advantage Validation

3 weeks

Advantage Validation proved 99%+ accuracy achievable with hybrid approach

Outcome: PoC hit 99.2% accuracy on test dataset

Phase 3: Total Acceleration

5 weeks

Total Acceleration deployed production system with validation layer

Outcome: 99.7% accuracy, enterprise partnership signed

The Challenge

InsightBooks' LLM-powered automated bookkeeping tool was achieving only 87% accuracy—far below the 99%+ required for production use. Processing times were slow, and the founding team had hit a wall trying to improve performance.

Triage Analysis

Scorecard Progress

52
Initial Score
88
Final Score

Key Findings

  • General-purpose LLM insufficient for accounting domain
  • No validation layer for high-stakes outputs
  • Processing architecture not optimized for batch operations
  • Strong team with clear domain expertise

Critical Actions

  • Implement domain-specific fine-tuning approach
  • Add rule-based validation layer for critical outputs
  • Build human-in-the-loop escalation for edge cases
  • Optimize batch processing architecture

The Solution

Our Rapid Triage identified the root cause: the team was using a general-purpose LLM without proper fine-tuning or domain-specific context. Our Fix roadmap included implementing a hybrid approach combining fine-tuned models with rule-based validation, plus a human-in-the-loop escalation system for edge cases.

The Results

  • 99.7% accuracy achieved (up from 87%)
  • 5x improvement in processing speed
  • 94% client retention rate
  • Partnership with major accounting software provider
  • Processing 50,000+ transactions daily

"The triage pinpointed exactly why we were stuck at 87% accuracy. Their fix roadmap was incredibly detailed—we knew exactly what to do. Three months later, we hit 99.7% and signed our first enterprise partnership."

David Park

CTO, InsightBooks

Tags
AI Triage
Bookkeeping
LLM Fine-tuning
Accuracy
AccountingTech

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