Instafill.ai
31 Case Studies
A Instafill.ai Case Study
BES Bookkeeping, a New Jersey-based accounting firm serving construction clients, faced the challenge of manually processing hundreds of New Jersey ST-8 tax exemption certificates across multiple years. This manual data entry was extremely time-consuming and prone to error. To solve this, they implemented a batch processing solution from Instafill.ai.
Instafill.ai automated the workflow by mapping data from the firm's Excel spreadsheet directly to the PDF form fields. The solution handled specific requirements like long text descriptions and proper currency formatting. This reduced the processing time for over 100 forms from days to minutes, ensuring accuracy and compliance for their construction contractor clients.
Brooke
BES Bookkeeping