Case Study: a European investment firm automates tax withholding reconciliation with Maisa AI

European Investment Firm - Customer Case Study

An European investment firm struggled with a highly complex and manual annual tax withholding reconciliation process. It required skilled analysts to spend significant time comparing internal fund data with hundreds of differently formatted counterparty certificates, which often led to delays, errors, and limited auditability. The firm partnered with Maisa to automate this challenge using a Maisa Digital Worker.

Maisa implemented a solution using its digital worker to fully automate the reconciliation process from data ingestion to validation. The system reads various certificate formats, applies smart matching logic, and flags discrepancies while generating a full audit trail. This resulted in the reconciliation time being reduced from weeks to days, drastically lowered operational load, and provided complete traceability for all transactions.