Case Studies

For Document Auditing Software, Differentiation Through Automation

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Customer: Corporate compliance auditing software

Challenge: Too much manual review of compliance documents 

Solution: Automated document analysis via intelligent document processing

Challenge:

A Manual Process in a Software Product

Conducting a specialty audit requires human auditors to review tranches of documents submitted by companies to verify they are compliant with various audit controls. The customer’s software makes the document submission and management process easier, but auditor users must still manually review submitted documents for compliance.

Solution:

Let the Machine Read the Documents First

Infinia IDP automatically reads submitted control documents in formats ranging from PDF, Word, Excel, JPEG, and TIFF. The platform then confirms whether they match the required standard, and provides a confidence score to target human review. The customer’s software users spend less time reviewing documents and get a more complete view of supporting control documents.

Value:

Automation as Differentiation

The customer is differentiated in the market by offering a product that improves the efficiency and accuracy of its auditor users.

Document Automation

Applying these techniques elsewhere

Automating document workflows through intelligent document processing can add valuable differentiation to software across numerous industries.

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