Client
Global company in BPO space client provides a comprehensive suite of essential business services aimed at supporting small to medium-sized businesses and startups. Their offerings include Financial Operations, CFO services, and financial planning.
Industry
Fintech

AI Virtual Assistant for operational reporting

Challenge
Finance teams were required to report timely information to its BPO clients. They needed dynamic and easy to use and real-time access to top sales, regional performance, and profitability data. Existing processes were time-consuming and inefficient, often taking hours to generate.
Solution

  • We developed an AI virtual assistant to streamline end-user queries.
  • Utilized advanced algorithms to identify user intents and map queries to the integrate with back-office QuickBooks data.
  • Implemented and tested multiple AI Language Models for optimal performance and accuracy.
  • Completed the project from planning to deployment in under 6-months.

Result

  • Report generation time was cut from hours to near real-time, significantly speeding up decision-making processes and meeting client expectations.
  • Finance and administrative teams experienced notable efficiency improvements, focusing on higher-value tasks rather than manual data retrieval.

Technologies
The transformation was powered by a blend of leading-edge technologies, including:

  • ReactJS for UI, GenAI LLM to response in natural language, Integration w/QuickBooks APIs.