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Success Stories

See how accounting firms, financial institutions, healthcare providers, and legal practices transformed their document workflows with DataConvertPro.

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Accounting

Tax Season Automation at Premier CPA Firm

Harrison & Associates, a 25-person CPA firm, faced overwhelming volumes during tax season. They were manually processing 500+ tax documents (Forms 1040, Schedule C, K-1s, etc.) per season, with staff working 60+ hour weeks. Document scanning and manual data entry into their accounting software consumed 70% of their time, creating bottlenecks and increasing error rates. Clients complained about slow turnarounds, and the firm was turning away new business during peak season due to capacity constraints.

99.8%

Accuracy

34 hours/week during tax season

Time Saved

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Finance

Automated Reconciliation at Mid-Market Financial Services Firm

Cornerstone Capital Management, a $2.3B financial services firm, struggled with monthly bank reconciliation across 47 client accounts spanning multiple banks, currencies, and asset types. The accounting department manually matched transactions from bank statements (PDFs and CSV exports in varying formats) against internal ledgers, a process taking 160+ hours monthly. Reconciliation delays cascaded through the month-end close process, pushing financial reporting to the 15th of the following month instead of the required 5th. Discrepancies were discovered late, sometimes after client statements were mailed. The firm's auditors noted reconciliation gaps as a material control weakness.

Streamlined Medical Billing at Regional Hospital System

St. Joseph Regional Hospital's billing department processed 8,000+ patient invoices monthly, with each invoice requiring manual extraction of patient demographics, insurance information, and service details from scanned PDFs and paper forms. Staff spent 120 hours/week on data entry, transcription errors led to claim rejections (12% rejection rate), and billing cycles stretched to 45+ days. Insurance companies frequently requested claim corrections due to missing or inaccurate information, causing revenue delays and increasing accounting labor. The hospital was leaving $500K+ annually on the table due to slow billing cycles and rejected claims.

Discovery Document Automation at Major Law Firm

Stratton & Associates, a 120-attorney litigation firm, managed discovery workflows processing thousands of pages monthly across multiple cases. During document discovery phases, paralegals manually extracted metadata from documents (date, sender, recipients, document type, classification), created privilege logs, and organized documents into case databases. A mid-sized litigation (150K documents) required 3-4 months and 400+ paralegal hours to process. Privilege reviews were bottlenecks—documents were frequently miscategorized, leading to inadvertent privilege waivers and malpractice risks. Clients complained about slow document delivery timelines and ballooning discovery costs. Manual indexing errors caused arguments with opposing counsel about document completeness.

99.8%

Accuracy

320 hours per 150K document case

Time Saved

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What Our Clients Say

Hear from industry leaders about their experience with DataConvertPro

“DataConvertPro transformed our tax season from a nightmare of manual data entry into a streamlined, automated process. Our team is finally leaving before 8 PM, and our clients are getting returns in days instead of weeks. It's been the best investment we've made in years.”
Michelle Harrison
Managing Partner, Harrison & Associates CPAs

“For years, our accounting team was drowning in bank statement PDFs, manually tracking down missing pennies. Now, DataConvertPro does the heavy lifting and our team completes month-end close in record time. It's freed us up to focus on analysis rather than data entry, and our auditors are much happier with our controls.”
Jennifer Park
Controller, Cornerstone Capital Management

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