How Centerline increased productivity for diligence document processing by 35%

How Centerline increased productivity for diligence document processing by 35%

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Consulting group helping clients solve complex business challenges

Industry

Finance

Use Case

Financial Statements

Company size

50+ employees

Headquarters

Tennessee, US

Knowledge work automation
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About

Centerline Business Services is an industry-leading consulting group helping clients solve complex business challenges, recognize emerging opportunities and realize new efficiencies through a client-centric, consultative approach.

Headquartered in Memphis, Tennessee, Centerline supports companies in a variety of verticals with their accounting, financial, business intelligence, and human resource needs with actionable, data-driven insights.

Productivity increase

35%

"We looked and and tried many different AI products, including building our own. The key differentiator with V7 is its ability to understand complex documents with detailed charts and tables. We have seen nothing that compares to the accuracy we get with using V7. When you add this to all of the other features of V7 like multiple models and components, this makes the product invaluable to our team."

 Trey Heath Headshot

Trey Heath

CEO of Centerline

Building

an AI-powered diligence model

Document type

Financial statements & contracts

Productivity increase

35%

"We looked and and tried many different AI products, including building our own. The key differentiator with V7 is its ability to understand complex documents with detailed charts and tables. We have seen nothing that compares to the accuracy we get with using V7. When you add this to all of the other features of V7 like multiple models and components, this makes the product invaluable to our team."

 Trey Heath Headshot

Trey Heath

CEO of Centerline

Building

an AI-powered diligence model

Document type

Financial statements & contracts

Productivity increase

35%

"We looked and and tried many different AI products, including building our own. The key differentiator with V7 is its ability to understand complex documents with detailed charts and tables. We have seen nothing that compares to the accuracy we get with using V7. When you add this to all of the other features of V7 like multiple models and components, this makes the product invaluable to our team."

 Trey Heath Headshot

Trey Heath

CEO of Centerline

Building

an AI-powered diligence model

Document type

Financial statements & contracts

The challenge

Finance-related projects such as financial consolidation and due diligence require hours of tedious work from valuable professionals in order to process data from documents. Skilled teams can find themselves spending significant time manually sifting through thousands of pages of financial reports, hunting for valuable information, and then entering that data into Excel files.

To prevent their customers from losing valuable time, Centerline wanted to automate the processing of diligence files so that this data can inputted into different models without the need for hours of manual data entry work.

The solution

Using V7 Go, Centerline’s BI built an AI-powered diligence model capable of accurately extracting and automatically analyzing data from diligence files, complex financial statements, and contracts.

This drastically reduced the time, effort, and costs lost by traditional processing.

Following this initial success, the Centerline team aims to increase productivity by scaling these models across their business.

The results

Within the first month of using V7 Go for data extraction and automated analysis, Centerline has seen a 35% increase in productivity for automating their diligence processes, freeing up hours of time for their team to focus more on analysis, and less on manual data entry.

Testimonial

Testimonial

Testimonial

"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."

"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."

 Trey Heath Headshot

Trey Heath

CEO of Centerline

 Trey Heath Headshot

Trey Heath

CEO of Centerline

 Trey Heath Headshot

Trey Heath

CEO of Centerline