Intelligent Financial Analytics Platform
InsightBooks
The Challenge
InsightBooks' clients were drowning in financial data but starving for insights. Their accountants spent 70% of their time on data entry and basic reporting, leaving little time for strategic financial advisory services that clients valued most.
Our Solution
We created an AI-powered financial analytics platform that automatically reconciles accounts, generates financial statements, identifies anomalies, and provides predictive insights. The LLM-based system can answer complex financial questions in natural language and proactively alerts clients to opportunities and risks.
Results & Impact
Automated 85% of routine accounting tasks
Reduced month-end close time from 10 days to 2 days
Generated 40% more revenue from advisory services
Improved client retention rate by 35%
Detected and prevented $2.3M in fraudulent transactions
"This transformation elevated us from number crunchers to strategic advisors. Our clients now see us as essential partners in their business growth, not just compliance necessities."
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