AI Document Processing Saves 40 Hours/Month for a CA Firm

Apex Advisors LLP, a Chartered Accountancy firm in Ahmedabad, was manually extracting data from hundreds of client bank statements, GST invoices, and TDS certificates each month for reconciliation. This was consuming 40+ hours of senior staff time that could be spent on client advisory work.

UVTech Global built an AI-powered document processing pipeline using a fine-tuned document extraction model. The system automatically classifies incoming documents, extracts structured data (amounts, dates, party names, GST numbers), and pushes it into the firm's ERPNext instance for one-click reconciliation.