Case Study: Global Audit, Tax, and Advisory Consultancy Firm achieves 45% automation, saves 54,000 hours, and 85% accuracy improvement with UiPath

RPA and NLP in global finance audit delivery

The Global Audit, Tax, and Advisory Consultancy Firm faced a time-consuming, manually driven audit delivery process for quarterly and annual audits—covering footing and cross‑footing, internal consistency checks, balance-sheet recalculations and previous‑year tie‑outs—where processing logic was judgment‑based and rule‑applied across financial reports. To address this, the firm engaged UiPath, using its Enterprise RPA Platform together with Stanford NLP capabilities to monitor 10‑Ks/10‑Qs, standardize business process logic, extract tables from PDFs, and validate both narrative and tabular financial data.

UiPath implemented an RPA‑AI solution in which robots process textual content, extract and validate tables, and perform balance‑sheet and tie‑out checks. The deployment saved 54,000 hours of work annually, achieved 45% automation of the audit process, and delivered an 85% accuracy improvement—well above the 25% improvement the firm previously attained with IBM Watson.