Case Study: Leading BFSI Company achieves 4‑day automated balance-sheet comparisons and 97% accuracy with Datamatics TruAI

TruAI Automates Comparison And Analysis Of Unstructured Data For A BFSI Company

Leading BFSI Company, a global capital-markets firm operating in 42 countries, faced lengthy manual processes for comparative analysis of balance sheets and other unstructured financial data across its 20 key accounts. They engaged Datamatics to address format variations, time lags, complex ratio computations, and the need for contextual indexing and fast data drilling using an AI-driven solution.

Datamatics deployed its TruAI platform with Business Intelligence capabilities—using text analytics, advanced search/slicing, and an indexing mechanism—to automate extraction, comparison, classification and relationship linking of key financial elements. Datamatics’ solution reduced the performance-parameter comparison time from one man-month to 4 days and increased accuracy from 75% to 97%, enabling faster, more reliable financial analysis.