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AI-Powered Document Processing System for Accounting Firm

goonline.io

Financial services

Business services

Human Resources

Challenges in Manual Document Processing for Accounting Services

Manual data entry from diverse financial documents (invoices, leases, bank statements) caused excessive labor costs, processing delays, human errors, and limited capacity for value-added advisory services. Employees spent 80% of time on repetitive tasks rather than strategic financial consulting.

About the Client

Polish accounting firm providing bookkeeping, tax consultancy, financial analysis, and payroll services for domestic and international clients since 2002

Digital Transformation Goals for Enhanced Efficiency

Automate 80%+ of document data extraction processes
Reduce document processing time by 35% or more
Minimize human errors in data entry
Improve employee satisfaction through task automation
Enhance capacity for financial advisory services

Core System Functionalities

Intelligent scan correction for imperfect documents
Key data point recognition and extraction (invoices, tables, signatures)
Automatic document classification and metadata tagging
Email inbox monitoring with automated file extraction
ERP system integration for direct data transfer
Adaptive learning for new document layouts

Technology Stack Requirements

Artificial Intelligence/Machine Learning

Natural Language Processing (NLP)

Computer Vision for document analysis

Cloud-based processing architecture

API-first development approach

System Integration Requirements

ERP systems (e.g., SAP, Oracle)
Email platforms (Outlook, Gmail)
Document management systems
HR/payroll software
Tax calculation tools

Performance and Security Requirements

99.9% system uptime SLA
GDPR-compliant data handling
Horizontal scalability for document volume
Sub-second response time for extraction tasks
Role-based access control (RBAC)

Expected Business Transformation Outcomes

Anticipated 35% reduction in document processing costs, 80% automation of manual tasks, and 40% increase in capacity for value-added financial advisory services. Employees will transition from data entry roles to strategic consulting positions while clients benefit from faster processing times and improved service quality.