Use case

The integration of the solution enabled AGICAP to analyze financial data at a rate 5 times greater

The integration of the solution enabled AGICAP to analyze financial data at a rate 5 times greater

Introduction

AGICAP is a company that allows business owners to establish dynamic and reliable forecasts and to have real-time visibility on their current and future cash situation. This data, which can be easily shared with banks, facilitates access to financing options for SMEs and reduces the risk of bankruptcy.

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In a context of rapid growth, AGICAP wanted to offer new services to its customers, in particular the audit of financial activity or cash management. That's when she decided to adopt AI. AGICAP therefore sought to set up an advanced and reliable KYC verification system that met all regulatory requirements.

Challenge : The various financial documents took hours or even days to process.

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The AGICAP team previously relied on manual audits, which require significant time, development resources, record keeping, and customer support. With the increase in the number of users, the processing of various financial documents took hours or even days.

Some of the challenges the business faces include:
Rebuilding the treasury

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Exporting data in a structured form

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Implementing Β a safe process that complies with regulatory requirements

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β€œDataleon's financial data conversion solution has allowed us to save time for our technical teams while allowing us to offer other services to our customers. β€œ- QUENTIN, CUSTOMER SUCCESS TECH @AGICAP

Solution: Automating financial flows thanks to Dataleon

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The main objectives of AGICAP were a quick and user-friendly verification process and the automation of financial flows. The company needed a fully automated solution to achieve a high level of compliance and speed up KYC verification processing to evolve the integration while providing an exceptional user experience. It was essential for the success of the business

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AGICAP aimed at ultimate efficiency. To achieve this, the team tried numerous options, some of which were not compliant enough; and others that did not provide adequate support or did not have all the tools that AGICAP needed.

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After evaluating these solutions, one stood out for its customized workflows, powerful tools, and automation: Dataleon.

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Dataleon's solution enabled AGICAP to efficiently process its growing volume of data and export it to a structured format, performing thorough KYC verification, while meeting regulatory requirements.

Result: The integration of Β Dataleon' solution allowed AGICAP to analyze 5x more financial data.

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The results obtained by AGICAP, following the decision of their team to use the Dataleon solution, are as follows:

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  • 10x time savings on extracting bank transactions for analysis, now taking care of paper files.
  • Data extraction is carried out through data automation.
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TESTIMONIES

Don't just take our word for it

Dataleon allowed us to save 4 times more time in deploying our solution, thanks to their automation and no-code solution with artificial intelligence.

Sonia Chetioui
Financial Consulting
@JAIYE

Dataleon's financial data conversion solution allowed us to save time for our technical teams while allowing us to offer other services to our customers.

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Quentin Rochias
Customer Success Tech @AGICAP

The scalable solution of the Dataleon platform allows our teams to focus on tasks with high added value and thus improve the onboarding of our customers.

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Laetitia Gascon,
Customer Success Tech @VIRGIL

Thanks to the Dataleon solution, and their AI engine and excellent support, we were able to implement data processing in less than 3 days.

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Arnaud Cluzel
‍Managing Partner
@Γ†que Main