AP/AR Case Study | Professional Services Automation
Back to Case StudiesDocument AI Engine for Accounting Firm
Intelligent automation of invoice processing, categorization, and reconciliation for accounting.
This Professional Services AI automation case study explores Document AI Engine for Accounting Firm. Tags: Professional Services, Document Processing, AI Implementation, Integration, OpenAI, Make.com, AI Automation, Workflow Automation.
-6 days
Month-End Close
-80%
Manual Data Entry
-30%
Categorization Errors
Overview
A national accounting firm struggled with processing high volumes of invoices, receipts, and financial statements from hundreds of SMB clients. The automation reduced month-end close by 6 days and manual entry by 80%.
Challenges
Thousands of PDFs uploaded monthly
Manual entry into accounting software
Errors in tax/expense categorization
Slow month-end close
No automated way to detect anomalies
What We Delivered
Document ingestion pipeline
AI-powered line-item extraction
Auto-categorization based on historical patterns
QuickBooks/Xero/Sage integration
Reconciliation engine matching statements vs transactions
Anomaly detection for abnormal spending
Tech Stack
Document AI, Python ETL, Node backend, PostgreSQL, QuickBooks API, OpenAI
Tags
Results
-6 days
Month-End Close
-80%
Manual Data Entry
-30%
Categorization Errors
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