How I Saved a Financial Services Company $92,400 a Year: In One Day
How I eliminated 200 hours of manual document processing for a financial services company using AI: and saved them $92,400 a year. Built and deployed in one day.
Case Study, AI Workflow Automation
One manual process.
$92,400 recovered.
One day.
A financial services company had 200 hours of manual document work every month. Nobody had measured it. When I did, the number was hard to ignore.
Claude APIJIRASharePointFinancial services1-day build
$92,400
saved annually
200
hours recovered monthly
1
day to build & deploy
The problem
“Every PDF had to be opened, read, categorised, renamed, and moved, by hand, every time. 200 hours a month. Nobody had stopped to measure it.”
A financial services company received hundreds of scanned documents every week, remittances, invoices, compliance letters, customer correspondence. Every single one was handled manually: opened, read, identified, renamed, and moved to the right SharePoint folder. Then the JIRA ticket was updated by hand.
The cost was invisible until it wasn’t.
What I built
A six-step AI pipeline that runs without human intervention
Monitor JIRA queue
Watches for new document intake tickets automatically
Read each PDF
Claude API understands content, not just the filename
Categorise
Classifies by type, sender, and subject matter
Rename
Applies consistent naming convention automatically
Route to SharePoint
Moves to the correct folder with no human decision
Close the ticket
Updates JIRA with classification and closes it
What this means for you
If your team is doing anything like this, sorting, naming, routing, filing, copying data between systems, AI can almost certainly eliminate it.
The question is not whether it is possible. It is whether anyone has stopped to measure what it is costing you.
2-day deep dive into your highest-cost manual processes.
Prioritised automation roadmap with ROI estimates for each. No obligation to proceed, the roadmap is yours to keep.
Ready to find your $92,400?
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