Case Study: Calvetti Ferguson boosts productivity and revenue with UiPath automation

Calvetti Ferguson and qBotica driving productivity, cost reduction, and revenues through automation

Calvetti Ferguson, an accounting and advisory firm in Houston, was looking for a way to increase capacity, reduce manual work, and improve client service as operations became more complex. Working with UiPath and implementation partner qBotica, the firm used intelligent automation tools including UiPath Task Mining and UiPath Process Mining to analyze key workflows such as client billing, onboarding, and assurance review.

UiPath helped Calvetti Ferguson reengineer and automate these processes with UiPath Document Understanding for document-heavy tasks like K-1 tax forms. The results included more than $8 million in gross ROI over three years, over $2 million in cost avoidance, a 40% increase in tax filing speed, a 40% reduction in assurance process time, and a 30% reduction in onboarding cycle time, while improving team productivity by 40%.

Calvetti Ferguson

Karlen Alexander

Chief Information Officer