CASE STUDY

Automating Financial Reviews to Boost Margins and Client Satisfaction

A forward-thinking back-office accounting services company delivering Finance-as-a-Service (FaaS) through a unique blend of people and technology. Their platform provides reliable, scalable finance operations for growing businesses.

55%
Increase in SLA Compliance
17%
Increase in customer satisfaction
4x
Reviewer capacity increased

The Challenge

Publishing monthly financial statements required a time-intensive and costly review process by senior accountants. While critical to maintaining service quality, this manual process impacted gross margins, SLA performance, and customer satisfaction.

Strategic Options Explored

The client partnered with thinkbridge to evaluate multiple approaches to improve financial review efficiency while maintaining high service standards:

MEET THE TEAM

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Anand Krishnan

Managing Partner & CEO

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Sai Ganesh

Managing Partner & Chief Scientist

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Shamik Mitra

Managing Partner & Chief Delivery Officer

Andy K-img
Andy Komandur

Vice President-Growth
APAC & GCC

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Andrew Zarkadas

Vice President - Growth Americas

How to have a Tech-Forward Business

That will actually increase your bottom line

The Solution

thinkbridge developed and implemented a machine learning-based anomaly detection system embedded directly into the client’s accounting workflows.

This intelligent engine automatically flags anomalies in draft financial statements, enabling senior reviewers to focus only on exceptions. The system includes a built-in feedback loop, learning from every review and continuously improving its accuracy and contextual understanding of each client’s financial patterns.

Importantly, no new tools or processes were required—accountants and reviewers continued working within their existing systems, ensuring a smooth rollout and rapid adoption.

Result:

55%
Increase in SLA Compliance
17%
Increase in customer satisfaction
4x
Reviewer capacity increased

Hard Benefits

  • 34% improvement in gross margins
  • SLA compliance improved from 33% to 88% - (Change to – 55% increase in SLA Compliance)  
  • Customer satisfaction (CSAT) rose from 77% to 94% - (Change to – 17% increase in customer satisfaction)
  • Draft-to-publish timeline reduced from 8 days to under 4 hours
  • Reviewer capacity increased 4x—from 1 reviewer per 5 accounts to 1 per 20

Soft Benefits

  • Institutional knowledge is now retained within the platform instead of in individual minds.
  • Tacit customer intelligence drives hyper-personalized service experiences.
  • The finance platform learns and improves continuously—dramatically increasing the long-term value of the client’s IP.

How to have a Tech-Forward Business

That will actually increase your bottom line

How to have a Tech-Forward Business

That will actually increase your bottom line
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How to have a Tech-Forward Business

That will actually increase your bottom line
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