Billing, tax form preparation, client onboarding, and other workflows across finance and advisory services.
Challenge | Solution |
|---|---|
Calvetti Ferguson was ready to advance its automation journey but key processes still relied heavily on manual effort. Billing, client onboarding, and tax preparation were resource-intensive and time consuming, limiting the firm’s ability to scale and slowing innovation. These inefficiencies placed pressure on teams and created barriers to delivering consistent, high-quality service at speed. The firm needed to identify bottlenecks particularly in onboarding workflows and embed a more streamlined approach. To move forward, it needed the right technology and a trusted partner to drive change. | With support from qBotica and following big automation wins in billing, tax form preparation, and client onboarding Calvetti Ferguson has scaled up its initiatives. Using UiPath Task Mining and Process Mining, the team identified workflow delays across key processes helping target automation where it would deliver the most value. UiPath Document Understanding automated data extraction, reducing manual input and improving accuracy. This internal success has led to the launch of Calvetti Ferguson Intelligent Automation Services. Together, qBotica and Calvetti Ferguson now offer this expertise to clients helping them accelerate their own AI and automation journeys. |
Gross ROI from automation projects in three years
Cost avoidance to date
Increase in tax filing speed & Reduction in assurance process time