Case Study: Rocky Mountain Advisory achieves 80% cost savings and faster case turnaround with Ocrolus

Rocky Mountain Advisory saves time and money by utilizing AI-driven document automation with Ocrolus

Rocky Mountain Advisory (RMA), a Salt Lake City–based firm specializing in forensic accounting, bankruptcy and turnaround, and dispute analysis, was burdened by paper-heavy workflows and time-consuming, error-prone manual data entry for banking records. Facing long turnaround times, high client costs, and staffing challenges, RMA turned to Ocrolus and its AI-driven document automation to address these problems.

Ocrolus implemented automated data extraction to convert paper bank statements into queryable electronic formats (Excel/database), enabling RMA’s staff to focus on analysis rather than manual entry and improving accuracy and turnaround. As a result, RMA reports Ocrolus reduced data-entry costs to about 20% of prior expenses (an approximate 80% cost reduction), sped case processing, and eliminated the need for dedicated data-entry hires.

Rocky Mountain Advisory

John Curtis

Managing Member