Case Study: Deluxe achieves financial efficiency and faster document processing with UiPath

Deluxe is redefining financial efficiency with AI and automation

Deluxe, a banking and financial services company, needed a better way to manage and analyze complex legal documents tied to pricing adjustments and other contractual obligations. Manual review was slow, labor-intensive, and often produced inconsistent data, so Deluxe turned to UiPath Automation Cloud™ to help streamline document processing and analysis.

Using UiPath Document Understanding™, UiPath Action Center, UiPath AI Center, UiPath Communications Mining™, and generative AI integrations, Deluxe automated contract pricing extraction, invoice processing, and email analysis. The results were significant: a pricing task that once took two weeks was reduced to about two hours, saving over 800 hours on a single case, and 11,000 emails were analyzed in just days, delivering faster time to value and improved operational efficiency.

Deluxe

Srinivas Nagarajan

Vice President of Product and Operations