CASE STUDY

From Back Office To Command Center: How Consero Global Scaled Financial Review With AI

Consero Global cut financial review time by 75% and manual effort by 90% with an AI-powered solution from thinkbridge—transforming back-office operations into a scalable, insight-driven system.
75%
Faster Financial Data Analysis
90%
Less Manual Work for Executive Summaries
3x
Increase In Analyst Apan Of Control

The Challenge

Consero’s core value proposition rests on precision, timeliness, and scale. But as their client base grew, so did the strain on their back-office accounting teams, who were manually reviewing every financial statement across dozens of client accounts, identifying anomalies and validating data accuracy by hand crafting executive summaries client by client, often under time constraints.

The process was consistent—but not scalable. Analysts spent too much time combing through clean data rather than focusing on exceptions. Consero needed a system that could scale with their growth, increase span of control across teams, and elevate their analysts from data processors to insight drivers.

The Solution

thinkbridge designed a bespoke AI-powered financial review system tailored for Consero’s high-volume, high-accuracy service model. The platform integrates seamlessly into Consero’s financial workflows and brings together the best of AI to reduce noise and surface only what matters.

Key components of the solution:

  • GPT-4-1106 + OpenAI Code Interpreter to automate financial data parsing, code generation, and insight extraction
  • Custom anomaly detection models trained on Consero’s historical data to flag exceptions that warrant human review
  • Text-embedding models and Retrieval-Augmented Generation (RAG) to contextually process financial documentation and past narratives
  • Few-shot prompting via OpenAI Assistants to generate consistent, on-brand executive summaries for client reporting

Instead of manually reviewing every line item, Consero teams now operate in an exception-based mode—where AI handles the volume and humans intervene only when necessary.

Triangle svg

Result

The impact of intelligent automation on Consero’s financial operations has been transformative:

  • 75% reduction in time spent compiling and interpreting financial data across client accounts
  • 90% decrease in manual effort to generate client-facing executive summaries
  • 3x increase in analyst span of control, enabling each team member to manage more clients without sacrificing quality
  • Enhanced consistency and clarity across reporting cycles—clients now receive faster, more insightful reports

More importantly, Consero’s analysts now focus on what truly matters: anomalies, strategic insights, and exceptions that require judgment—rather than routine checks.

Conclusion

Consero Global didn’t just automate—they evolved. By transforming their financial review operations from manual and reactive to intelligent and proactive, they’ve built a future-ready finance function that scales with their business. With AI as a core enabler, they’re no longer buried in data—they’re above it, commanding it.

At thinkbridge, this is our sweet spot: building practical, AI-powered systems that help mid-market leaders like Consero move faster, think bigger, and go further.

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How to have a Tech-Forward Business

That will actually increase your bottom line
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CASE STUDY

From Back Office To Command Center: How Consero Global Scaled Financial Review With AI

Consero Global cut financial review time by 75% and manual effort by 90% with an AI-powered solution from thinkbridge—transforming back-office operations into a scalable, insight-driven system.

75%
Faster Financial Data Analysis
90%
Less Manual Work for Executive Summaries
3x
Increase In Analyst Apan Of Control

The Challenge

Consero’s core value proposition rests on precision, timeliness, and scale. But as their client base grew, so did the strain on their back-office accounting teams, who were manually reviewing every financial statement across dozens of client accounts, identifying anomalies and validating data accuracy by hand crafting executive summaries client by client, often under time constraints.

The process was consistent—but not scalable. Analysts spent too much time combing through clean data rather than focusing on exceptions. Consero needed a system that could scale with their growth, increase span of control across teams, and elevate their analysts from data processors to insight drivers.

MEET THE TEAM

img

Anand Krishnan

Managing Partner & CEO

sai-img

Sai Ganesh

Managing Partner & Chief Scientist

img
Shamik Mitra

Managing Partner & Chief Delivery Officer

Andy K-img
Andy Komandur

Vice President-Growth
APAC & GCC

img
Andrew Zarkadas

Vice President - Growth Americas

MEET THE TEAM

img

Anand Krishnan

Managing Partner & CEO

sai-img

Sai Ganesh

Managing Partner & Chief Scientist

img

Shamik Mitra

Managing Partner & Chief Delivery Officer

Andy K-img

Andy Komandur

Vice President-Growth
APAC & GCC

img
Andrew Zarkadas

Vice President - Growth Americas

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The Solution

thinkbridge designed a bespoke AI-powered financial review system tailored for Consero’s high-volume, high-accuracy service model. The platform integrates seamlessly into Consero’s financial workflows and brings together the best of AI to reduce noise and surface only what matters.

Key components of the solution:

  • GPT-4-1106 + OpenAI Code Interpreter to automate financial data parsing, code generation, and insight extraction
  • Custom anomaly detection models trained on Consero’s historical data to flag exceptions that warrant human review
  • Text-embedding models and Retrieval-Augmented Generation (RAG) to contextually process financial documentation and past narratives
  • Few-shot prompting via OpenAI Assistants to generate consistent, on-brand executive summaries for client reporting

Instead of manually reviewing every line item, Consero teams now operate in an exception-based mode—where AI handles the volume and humans intervene only when necessary.

Result

Result

The impact of intelligent automation on Consero’s financial operations has been transformative:

  • 75% reduction in time spent compiling and interpreting financial data across client accounts
  • 90% decrease in manual effort to generate client-facing executive summaries
  • 3x increase in analyst span of control, enabling each team member to manage more clients without sacrificing quality
  • Enhanced consistency and clarity across reporting cycles—clients now receive faster, more insightful reports

More importantly, Consero’s analysts now focus on what truly matters: anomalies, strategic insights, and exceptions that require judgment—rather than routine checks.

Case Studies

Browse our case studies ​

AI-Driven Demand Forecasting Saves $1M for REPs

A Texas retail electric provider needed better energy forecasts to offer competitive prices. We built a machine learning model using historical load data.

Read More
2x
Increase In Manager Span Of Control
75%
Faster Time To Monthly FInancials
100%
Improvement In Accuracy

Transforming A Recruitment Process Outsourcing Firm With A Tech-First Platform

RPO firm transforms with thinkbridge, achieving 1.6x EBITDA, 6x valuation growth, and 2x revenue—without adding headcount.

Read More
6x
Valuation Multiple Improvemen
1.6x
Improvement In EBITDA
2x Revenue
Without Adding Headcount

Transforming A Leading Non-Emergency Medical Transportation Provider Into A Scalable, AI-Driven Operation

Dash Solutions transformed into a fintech leader—serving 10x more clients, launching products 8x faster, and tripling growth—thanks to a scalable, API-first platform built with thinkbridge.

Read More
20%
Improvement Of On-time Trips
25%
Drop In Member Grievenaces
30%
Cut In Call Wait Times

Client Success Story: Dash Solutions Leverages Technology to Evolve Into A Fintech Powerhouse

Dash Solutions used thinkbridge to 10x client capacity, 3x growth, and launch products 8x faster—transforming into a true fintech powerhouse.

Read More
3x
Growth Without Increasing Headcount
10x
Increase In Client Capacity
8x
Faster Product Launches

Consero Transforms Into A Finance-As-A-Service Firm With A Tech-First Approach Through The SIMPL Platform

thinkbridge helped Consero launch the SIMPL platform—driving 40% revenue growth, 30% EBITDA gain, and scaling FaaS operations without added overhead.

Read More
40%
Revenue Increase Without Overhead Growth
30%
EBITDA Improvement
2x
Accounts Overseen

Rebuilt To Scale, Delivered On Schedule: How thinkbridge Transformed Timerack’s Platform Into A Growth Engine

thinkbridge rebuilt Timerack’s legacy platform into a scalable, AI-ready solution—launched in 4 months, boosting leads, retention, and performance.

Read More
40%
Drop In Support Tickets
27%
Increase In Qualified Leads Post-Event
30–50%
Reduction In Future Development Cycles

From Zero To Launch In 60 Days: How thinkbridge Helped A Payment Platform Ship A High Impact Mobile Payments Platform In Record Time

Delivered a full-featured mobile payments app for a payment platform in just 8 weeks—50% faster than planned—using Flutter, internal accelerators, and agile delivery to meet tight budget, time, and quality targets.

Read More
50%
Faster Than The Planned
100%
Core Functionality Shipped
Maintained Budget Discipline

How thinkbridge Transformed A Leading Optical Retailers Operations Across Asia with Strategy-Led Digital Execution

thinkbridge helped the company move beyond spreadsheets to scalable, real-time retail operations—unlocking the full ROI of their ERP investment with Power BI, Power Apps, and a structured IT delivery model, all within six months.

Read More
48–72 hours
Approval Turnaround Time
3x
IT Enhancement Delivery Ad-hoc
70%
Less Excel Dependency

How A Next-Gen FinTech Platform And thinkbridge Built A Full-Featured Neo-Banking App In 90 Days

In just 90 days, thinkbridge helped a next-gen fintech platform launch a full-featured neo-banking app for underserved Asia-Pacific regions—cutting development time by 50%, slashing costs, and setting the foundation for long-term fintech growth.

Read More
45–50%
Savings
60%
Reduced Future Maintenance Burden
67%
Faster Than Industry Avg.

Orchestrating End-To-End Digital Transformation For A Retail Apparel Giant

thinkbridge partnered with a major apparel brand to cut manual data entry by 75% and reduce cycle times by 35%, delivering a clear, AI-ready transformation roadmap in just 6 weeks.

Read More
75%
Manual Data Entry Eliminated
35%
Reduction In Cycle Time
18%
Accuracy Improvement

A Digital Transformation Blueprint For A Global Pearl & Jewellery Powerhouse

thinkbridge helped a global luxury retailer cut manual work by 60% with a digital blueprint mapping 100+ processes and 35+ AI opportunities.

Read More
40–60%
Reduction In Manual Work
20–25%
Improvement In Inventory
100%
Executive Alignment Achieved

SensorsCall’s Camera-Free Senior-Care Platform, Engineered By thinkbridge

thinkbridge helped SensorsCall build a privacy-first, AI-powered senior care platform—detecting falls, anomalies, and critical sounds with 0 cameras, 2% false positives, and real-time insights across thousands of homes.

Read More
25%
More Continuous Coverage
30%
False-Alarm Reduction
100%
Homes Keep Existing Detectors

How to have a Tech-Forward Business

That will actually increase your bottom line

The Solution

thinkbridge designed a bespoke AI-powered financial review system tailored for Consero’s high-volume, high-accuracy service model. The platform integrates seamlessly into Consero’s financial workflows and brings together the best of AI to reduce noise and surface only what matters.

Key components of the solution:

  • GPT-4-1106 + OpenAI Code Interpreter to automate financial data parsing, code generation, and insight extraction
  • Custom anomaly detection models trained on Consero’s historical data to flag exceptions that warrant human review
  • Text-embedding models and Retrieval-Augmented Generation (RAG) to contextually process financial documentation and past narratives
  • Few-shot prompting via OpenAI Assistants to generate consistent, on-brand executive summaries for client reporting

Instead of manually reviewing every line item, Consero teams now operate in an exception-based mode—where AI handles the volume and humans intervene only when necessary.

Result:

75%
Faster Financial Data Analysis
90%
Less Manual Work for Executive Summaries
3x
Increase In Analyst Apan Of Control

Result

The impact of intelligent automation on Consero’s financial operations has been transformative:

  • 75% reduction in time spent compiling and interpreting financial data across client accounts
  • 90% decrease in manual effort to generate client-facing executive summaries
  • 3x increase in analyst span of control, enabling each team member to manage more clients without sacrificing quality
  • Enhanced consistency and clarity across reporting cycles—clients now receive faster, more insightful reports

More importantly, Consero’s analysts now focus on what truly matters: anomalies, strategic insights, and exceptions that require judgment—rather than routine checks.

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