Automating Financial Reviews to Boost Margins and Client Satisfaction
A forward-thinking back-office accounting services company delivering Finance-as-a-Service (FaaS) through a unique blend of people and technology. Their platform provides reliable, scalable finance operations for growing businesses.
- Client
- Confidential client
- Capability
- AI
SLA Compliance
Customer Satisfaction
Reviewer Capacity
/ The challenge
Publishing monthly financial statements required a time-intensive and costly review process by senior accountants. While critical to maintaining service quality, this manual process impacted gross margins, SLA performance, and customer satisfaction.
/ The solution
thinkbridge developed and implemented a machine learning-based anomaly detection system embedded directly into the client’s accounting workflows.
This intelligent engine automatically flags anomalies in draft financial statements, enabling senior reviewers to focus only on exceptions. The system includes a built-in feedback loop, learning from every review and continuously improving its accuracy and contextual understanding of each client’s financial patterns.
Importantly, no new tools or processes were required—accountants and reviewers continued working within their existing systems, ensuring a smooth rollout and rapid adoption.
/ The impact
- 34% improvement in gross margins
- SLA compliance improved from 33% to 88% - (Change to – 55% increase in SLA Compliance)
- Customer satisfaction (CSAT) rose from 77% to 94% - (Change to – 17% increase in customer satisfaction)
- Draft-to-publish timeline reduced from 8 days to under 4 hours
- Reviewer capacity increased 4x—from 1 reviewer per 5 accounts to 1 per 20
- Institutional knowledge is now retained within the platform instead of in individual minds.
- Tacit customer intelligence drives hyper-personalized service experiences.
- The finance platform learns and improves continuously—dramatically increasing the long-term value of the client’s IP.
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