Case Study: a leading PE firm achieves 70% faster reporting cycles with Unframe

Leading PE Firm cuts investor reporting cycles by 70% with Unframe

The customer, a leading private equity firm, faced a major operational bottleneck as its internal teams manually extracted and normalized inconsistent financial data from hundreds of portfolio companies. This repetitive process was error-prone and time-consuming, and previous attempts at AI automation had failed to meet accuracy needs. They turned to Unframe for an AI reporting solution.

Unframe implemented an AI solution that automates data extraction and normalization from unstructured Excel reports, providing full traceability and direct integration into the firm's Power BI workflow. This resulted in a 70% reduction in investor reporting cycles and over 98% data accuracy, surpassing human benchmarks. The vendor, Unframe, processed over two billion data points quarterly, eliminating the bottleneck and creating momentum for a wider rollout.