Case Study: Streamlining Financial Reporting and Project Oversight with AI and Automation

Our client was struggling with financial visibility, manual data entry, and rising software costs. We introduced a tailored AI and automation solution that integrated directly with their existing Project Management Software. This setup pulled real-time financial figures across all projects, tracked invoicing for the current month, and provided forecasting up to 12 months ahead. We also built an automated Profit and Loss dashboard, giving senior management clear visibility over the company’s financial position each month without relying on manual input or clunky spreadsheets.

On top of that, we used AI to analyse past and projected financial data to generate accurate forecasts for the new financial year. An AI assistant was also introduced to send automated task reminders via email, helping staff stay on top of key transactions and deadlines. The system allowed management to track staff KPIs like marketing leads and the value of work brought in. It also gave them a clearer view of profitability at a project level, which was previously hard to measure accurately without manual number crunching.

Before we came in, the client was paying over $200 per month on analytics add-ons they didn’t really use. On top of that, staff were spending countless hours throughout the year manually sorting through spreadsheets in Excel, just to try and deliver the reports management needed. Our solution removed those costs and gave the business back their time. By automating what was once a tedious and error-prone process, we helped the client save thousands each month, improve accuracy, and unlock productivity across their entire operation.