Process Improvement

AI automation: Improving finance execution

Client

Fortune 500 financial services organization

Industry

Financial services

  • Process Optimization
  • Standardization & Automation
  • Workflow Optimization
  • Reporting Automation

The Challenge: Growing workloads with stringent requirements

After several key, large acquisitions, a Fortune 500 financial services organization faced time-consuming manual processes that slowed reporting, increased risk of error, and limited capacity for innovation. With a growing need to streamline operations and adopt scalable AI solutions, the client sought ways to automate repetitive tasks and accelerate digital transformation without disrupting critical workflows.

Key pain points included:

  • Manual, repeatable accounting work
  • Supplier setup and invoice processes creating avoidable cycle time
  • Weekly status communications consuming bandwidth and slowing momentum
  • A need for clear measurement of time saved and business impact

The Solution: Thoughtful automation where it matters most

Our team worked closely with the client’s internal accounting and GL teams to design, build, and activate several AI and automation workstreams.

  • Copilot for Excel to help with GL/accounting use cases, reporting pulls, formatting, and settlement support
  • Slack and email automation to streamline weekly project status updates
  • Workflow automation to modernize supplier setup and reduce invoice/remit friction
  • AI-powered invoice processing
  • Assisting the leadership with ways to identify where AI can accelerate executive-ready materials

The Impact: Increased efficiency with high-quality results

We delivered measurable efficiency gains and accelerated the client’s journey toward AI-enabled operations.

  • Eliminated more than 15 hours of manual work in journal entry prep across daily, weekly, and monthly activities
  • Saved five hours per month in invoice formatting/email preparation
  • Automated shared inbox email sorting, including saving and converting hundreds of attachments daily to readable formats, saving up to five hours a day depending on volume
  • Reduced monthly bandwidth for control and reconciliation workflows by up to six hours a month
  • Created more consistent execution and visibility via automated stakeholder updates and weekly progress reporting
  • Instituted a repeatable measurement model (KPIs and documentation) to support ongoing adoption and scaling

What the client said

“This Siegfried professional displayed exceptional ambition and confidence, blending in with the team immediately and taking initiative from day one. They worked through hurdles by engaging the right people across the organization and identified alternative solutions when initial approaches fell short. The problem-solving skill, analytical mindset, and ability to adjust in real time have added significant value to the team.”

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