Case Study tax service leader | Automation Anywhere

Quickly turning 1,500+ document types into business insights

The global tax company significantly improved data handling by implementing Automation Anywhere's AI Document Automation solution, which converted complex documents into usable data and reduced processing time. The company also incorporated a human review step to ensure accuracy and employed document classification to enhance efficiency, resulting in notable improvements across more than 1,500 document types.
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Customer Quote

Automation Anywhere enables us to simplify large amounts of highly complex information handling, securely, so we can provide our clients with the best recommendations.

Senior Manager,
Innovation

Customer achievements.

Customer Achievements

documents processed

1 minute

saved per invoice

90%

data extraction accuracy

Streamlined automation with built-in human oversight

The global company’s solutions support nearly 70% of the top 20 U.S. financial institutions, processing over 522,000 property tax returns annually. In 2019, the company automated document processing with Automation Anywhere's AI-driven platform, reducing time for over 1.5 million invoices annually while retaining human review. The team also optimized document sorting with Automation Anywhere's Document Classifier. These initiatives significantly enhanced productivity, delivering faster turnaround times and improved service quality, leading to higher customer satisfaction.

Processes automated.

Invoice processing
Tax filing and compliance

Document classification

Predictive analytics: The next evolution

The company aims to expand generative AI applications for predictive document analysis, enhancing automation and providing AI-driven insights for proactive customer decision-making.