Introduction

Challenge: customer case analysis processes are outdated, manual, and face significant inefficiencies

In the accounting sector, businesses do not benefit from automating their processes on a daily basis. The manual processing of accounting documents generates several difficulties and this also leads to errors and cascading delays. Regularly correcting inaccuracies has sometimes become an integral part of various tasks. For accounting firms like SBA Business, this can result in full-time jobs.

Solution: Automation of accounting flows and deployment of the Dataleon' solution

When data analysis and classification ended up keeping team members busy full-time who would have preferred to focus on other, more important tasks. The team stopped it and went looking for an external solution.

After comparing several solutions, SBA Business called on Dataleon as well as artificial intelligence experts in the field of automation. Dataleon's mission is to facilitate the automation of accounting flows and to accelerate the digital transformation of the company. Dataleon is thus able to provide AI APIs already formed on the basis of documents in order to allow SBA to continue its process safely.

The APIs that SBA Business used are:

• Data pre-qualification modules
• Data classification module
• Document data extraction module

Result: SBA Business automates 70% of its accounting process

Thanks to Dataleon's solution:

• The automation was able to detect 98% of the incorrect data in order to allow the teams to contact the customer again.
• The classification of the data has reduced the processing flow and moved to the right teams.
• Data extraction is carried out finely by automatic filling.

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