Use case

SBA Business automates 90% of its accounting process thanks to Dataleon

SBA Business automates 90% of its accounting process thanks to Dataleon

Introduction

SBA Compta is an innovative and growing accounting and consulting firm for entrepreneurs. Their mission is to help managers better manage their business, and support them towards success with quality digital accounting expertise.

After comparing several automatic data processing solutions. SBA Business chose Dataleon for its automatic prequalification of incoming data using artificial intelligence and for its low code approach. Now, the technical team no longer wastes time manually processing documents, but focuses on high-value tasks in order to improve customer integration.

Challenge: customer case analysis processes are outdated, manual, and face significant inefficiencies

In the accounting sector, businesses do not benefit from automating their processes on a daily basis. The manual processing of accounting documents generates several difficulties and this also leads to errors and cascading delays. Regularly correcting inaccuracies has sometimes become an integral part of various tasks. For accounting firms like SBA Business, this can result in full-time jobs.

Some of the challenges the business faces include:
Verification of the conformity of the entry of accounting documents

Data classification and verification

Extracting data from standard documents

Solution: Automation of accounting flows and deployment of the Dataleon' solution

When data analysis and classification ended up keeping team members busy full-time who would have preferred to focus on other, more important tasks. The team stopped it and went looking for an external solution.

After comparing several solutions, SBA Business called on Dataleon as well as artificial intelligence experts in the field of automation. Dataleon's mission is to facilitate the automation of accounting flows and to accelerate the digital transformation of the company. Dataleon is thus able to provide AI APIs already formed on the basis of documents in order to allow SBA to continue its process safely.

The APIs that SBA Business used are:

  • Data pre-qualification modules
  • Data classification module
  • Document data extraction module

Result: SBA Business automates 70% of its accounting process

Thanks to Dataleon's solution:

  • The automation was able to detect 98% of the incorrect data in order to allow the teams to contact the customer again.
  • The classification of the data has reduced the processing flow and moved to the right teams.
  • Data extraction is carried out finely by automatic filling.

LET'S TRY IT!

Start your free 15-day trial

Dataleon can help you bring your images and documents to life with ease.

Get in touch

Try 15 days

No credit card

Cancel Anytime

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.

Agicap logo
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.

Virgil logo
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.

Aeque logo
Arnaud Cluzel
Managing Partner
@Æque Main