Smart Document Automation System for CRM Efficiency
AI-based workflow automation
CRM integration
Quality assurance
DevOps
Financial Operations / CRM Automation
AI-Powered Workflow Automation
Manual processing created delays and inconsistencies. Documents were sometimes attached to the wrong client or loan record.
The system could not scale efficiently because every increase in volume required more manual work. The goal was to remove repetitive tasks while maintaining accuracy and control.
Manual processing created delays and inconsistencies. Documents were sometimes attached to the wrong client or loan record.
The system could not scale efficiently because every increase in volume required more manual work. The goal was to remove repetitive tasks while maintaining accuracy and control.
We built a Smart Document Automation System that automatically understands documents and assigns them to the right client records.
Instead of simply moving files, the system reads, analyzes, and makes decisions based on data confidence. This reduced manual work while keeping humans involved only when needed.
Reduced manual document handling
Accuracy in client and loan matching
Processed documents
Improved team productivity
Documents are automatically picked up from designated folders as soon as they arrive. No manual upload or intervention is required. Each document is processed using AWS Textract to extract key information such as client name, loan ID, SSN, and payment details.
Working with ACME has really helped to improve the efficiency within my departments. They take the time to groom through the requirements that I submit, ensuring they fully understand what it is I am trying to achieve before any development work begins. They are extremely responsive to feedback and work hands-on with me through UAT. They often present potential speedbumps that I hadn’t identified along with a variety of resolutions. The team is professional, courteous, and truly delivers a white-glove experience.
We build intelligent automation systems that improve accuracy, reduce manual effort, and scale with your business.
Designing and building web & mobile app experience
