Case Study: Leading Cloud-Based Payroll Service Provider achieves faster, more accurate onboarding with Instabase

Empowering customer advocates to deliver a best-in-class onboarding experience

Leading Cloud-Based Payroll Service Provider needed to speed up SMB customer onboarding and reduce errors while handling large volumes of employee and payroll documents. Its client advocate team was manually keying in hundreds of data points per customer, creating a slow, error-prone process that delayed time to value and could negatively affect payroll accuracy and customer experience.

Instabase implemented a document processing solution to extract data from 450 documents with 88% accuracy, along with intelligent mapping configurations to automatically route information into backend database fields. Instabase delivered the proof of value in two weeks, and the result was 89% extracted data accuracy, 1,000 hours saved per month, and a 240% internal rate of return, while helping the provider scale onboarding and improve customer satisfaction.