Use case

The automation of tax document analysis at CaixaBank with Dataleon.

Improvement of tax document processing at CaixaBank thanks to Dataleon's API.

Introduction

CaixaBank, a major player in the banking and financial sector, has embarked on an ambitious project to automate the analysis of tax bundles using an AI-based solution developed by Dataleon. This strategic partnership aimed to address a dual challenge: ensuring an accuracy and success rate close to 99%, while providing reliable real-time validations and results.

Problem: Pushing the boundaries of precision - A 99% objective

CaixaBank's main concern was its ability to quickly and accurately analyze large volumes of tax data. In a context where the accuracy of information is crucial for financial decision-making, the bank faced several challenges:

Some of the challenges the business faces include:

High precision required: The need to ensure an accuracy and success rate close to 99% in data analysis.

Execution speed: The ability to provide reliable validations and results for file analysis in under a minute.

Process modernization: Transition from slow, manual, and error-prone analyses to a fast and accurate automated solution.

Dataleon's API: A real-time revolution in tax analysis

The solution to these challenges came in the form of a strategic collaboration with Dataleon, which provided CaixaBank with an innovative solution through its API dedicated to tax bundle analysis. This AI-based technology enabled the automation and real-time analysis of tax documents, including forms 2050 and 2033. The use of advanced algorithms allowed for the extraction and processing of key information from the documents at unprecedented speed, ensuring precise analysis in less than 60 seconds per file.

Towards an automated future: Performance evaluation and perspectives


The adoption of this solution has produced exceptional results for CaixaBank, with a process automation rate reaching 99%. This remarkable efficiency not only allowed the bank to significantly reduce the time required to analyze tax bundles but also improved the reliability and precision of validations. As a result, CaixaBank was able to optimize its financial decision-making processes, offering its clients faster and more secure services.

  • Automation rate: Dataleon's API successfully automated tax analysis with tremendous success.
  • Real-time analysis: The promise of completing an analysis in under 60 seconds was fulfilled, radically transforming CaixaBank's operational efficiency.

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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
@Æque Main