Customer story · Leonardo Family Office
Three days of quarterly processing, reduced to two hours.
How a family office automated investment-statement processing across more than 100 portfolio companies.
200+hours saved annually
100+portfolio companies
95%time reduction
99.8%extraction accuracy
Quarterly reports arrived in inconsistent formats from more than 100 portfolio companies.
The investment team manually transcribed revenue, equity, valuation, and currency information under tight reporting deadlines. A single report could take 30 minutes, with limited room to scale and continual risk of transcription errors.
Custom extraction rules turned every statement into a consistent, reviewable dataset.
CPAAutomation classified valuation types, recognized foreign currencies, extracted core financial metrics, and placed validation into the workflow before export.
- Custom templates for revenue, equity, and valuation
- Automated valuation classification
- Foreign-currency recognition
- Quality-assurance and validation workflows
From manual transcription to a repeatable quarterly system.
Processing fell from three days to two hours. Individual reports moved from roughly 30 minutes to about five seconds, while standardized formats and real-time validation removed the transcription bottleneck.