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Case study-SRGA

Agentive AI in Financial Document Processing

SRGA Global Management Consultancies

Introduction

SRGA Global, an India-based CA firm serving 300+ global clients, sought to automate their daily accounting activities. They needed an AI solution to process diverse financial documents including emails, bank statements, and invoices.

Email Processing Interface

Email Processing Dashboard

PDF Processing Screen

Bank Statement Processing

Tally Integration

Tally ERP Integration

Problem Statement

  • Manual processing of 300+ clients' financial documents
  • Time-consuming data entry into Tally ERP system
  • Inconsistent document formats (30+ bank statement variants)
  • No automated client follow-up system

Implementation Process

Phase 1: Research & Development

Developed NLP/ML models to understand diverse document formats and extract key financial data with 92% initial accuracy.

Phase 2: Pilot Deployment

Tested with select clients, achieving 95% processing accuracy after feedback iterations and format adaptations.

Phase 3: Full Integration

Organization-wide rollout with training sessions and continuous learning system for new document formats.

Agentive AI Solution

Automated Email Processing

Intelligent email parsing with client-specific folder organization and document classification. The system automatically:

  • Processes 500+ emails daily
  • Identifies financial attachments
  • Routes to appropriate workflows

Smart Document Interpretation

Advanced OCR and machine learning handles:

  • 30+ bank statement formats
  • 15+ invoice templates
  • Handwritten notes extraction

Seamless Tally Integration

Automated data transfer features:

  • Real-time validation checks
  • Error flagging system
  • Daily automatic sync

Results & Impact

85% Reduction

In manual data entry time

From 8 hours to just 1.2 hours per client monthly

30+ Formats

Bank statements processed

Including complex multi-page statements

Auto Alerts

For document follow-ups

Reduced client chasing by 70%

Key Challenges Overcome

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Email Security

Implemented OAuth2 authentication for all major email providers

!
Format Variability

Developed adaptive template recognition system

!
Data Integrity

Created multi-layer validation before Tally integration

Conclusion & Future Roadmap

The AI solution transformed SRGA's operations, automating 90% of financial document processing.

Next Phase Developments:
  • Predictive cash flow analysis
  • Expanded third-party integrations
  • Client portal for document submission
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