Financial Advisory Services

Financial Advisory Services

Country: United States Industry: Professional Services

Products and Services Used:

Azure App Services, Azure SQL Database, Logic Apps, Power BI

Challenge:

The CPA firm struggled with managing client orders, billing workflows, and compliance documentation in separate tools, leading to errors and delayed reporting.

Solution:

Think AI created a custom line-of-business app using Azure App Services to manage client engagement, workflows, and file management. Azure SQL tracked financial data, while Power BI enabled real-time revenue and compliance reporting.

Impact:

• Automated billing and order intake
• Real-time visibility into financial KPIs
• 30% improvement in client SLA response times