Case Study: Accounting and Tax Firm achieves 80% reduction in data extraction time with Astera Software

Accounting and Tax Firm Uses Astera to Achieve An 80% Reduction in Data Extraction Time

A leading accounting and tax firm that processes complex individual and corporate income tax returns faced a major bottleneck: extracting data from diverse form types (PDFs, scanned documents, text files) was manual, slow and error-prone, causing delays in tax filings and financial statement preparation.

The firm deployed Astera ReportMiner — an AI-powered, rule-based data extraction and ETL solution with customizable templates and easy drag-and-drop workflows — to automate parsing across varied form layouts and integrate results into existing systems. The automation cut data extraction time by 80%, lowered extraction errors by 10%, and accelerated turnaround for filings and statements by three times.