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Case Studies
Streamlining Finance Operations for a Gen-AI Startup
GEN-AI — FINANCE OPERATIONS AI Startup

Streamlining Finance Operations for a Gen-AI Startup

Our customer is empowering the world's workforce with AI-driven skills intelligence. Using responsible artificial intelligence, their platform is redefining how employers connect the right employees to the right roles. As the business entered a growth boost mode, with end customers transitioning from trial to subscription, the finance team needed a technically strong partner to run day-to-day finance operations while retaining full financial controllership. We built and embedded an extended finance operations team to take on that load.

Overview

Key Highlights

Problem Statement

Needed support for critical activities such as reconciliations, end-of-month/quarter/year business metrics, and reporting and dashboards, without giving up financial controllership.

Approach

Built an extended finance operations team and streamlined routine finance tasks with small Excel-based automations to drive efficiency and accuracy.

Results

Reduced finance team costs by 50% while the business grew by more than 100%.

Project Overview

Details & Results

Problem Statement
  • Customer was in a growth boost mode, with end customers transitioning from trial to subscription 
  • Finance team needed a technically strong partner who could help with finance operations while retaining financial controllership 
Solution

We designed a unique extended team structure that collaborates between customer support and finance teams to deliver the transition of customers from trials to paid models. 

  • Built an experienced team for finance operations that could streamline and deliver routine finance tasks 
  • Enabled the customer’s finance team to focus on financial controllership rather than day-to-day execution
Outcomes
  • Query Resolution: Reduced commercial queries by 40% within 2 weeks 
  • Cost Efficiency: Reduced finance team costs by 50% 
  • Scalability: Processes scaled to handle 2x business growth per quarter 
  • Process Automation: Introduced small Excel-based automations to drive efficiency and accuracy in routine finance tasks 
  • Strategic Focus: Freed the customer’s finance team to concentrate on financial controllership while routine operations ran smoothly in the background

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