Insolvency and financial services
From an hour a case to five minutes.
An insolvency practice was checking every client's paperwork by hand, three to five cases a week, the best part of an hour each time. We built the AI that reads it and the software their team runs it from, shaped around the way they already work. It's been live since April 2026 and they own all of it.
The problem
Every case starts with the same check. Does what the client says they earn and owe match what their documents actually show? Bank statements, wage slips, the income and expenditure form.
A caseworker did all of that by hand. We asked how long it took and they said 45 minutes to an hour for a straightforward case, longer if the client had a few bank accounts. They run three to five of them a week, every week.
It's skilled work. They're looking for money going to accounts nobody mentioned, deductions that don't add up, gaps between statement dates. But most of that hour is reading documents and comparing numbers, not making decisions.
What we built
We built two things. The AI that does the reading, and the platform their team works in. Both were shaped around the way they already work rather than bought off a shelf and bent to fit, which matters when the check has to hold up to the people who regulate you.
The AI goes through every document in the bundle and pulls the figures out whatever the layout. That's the bit that had always stopped this being automated, because no two banks lay out a statement the same way. It then checks those figures against what the client declared and produces a report with every mismatch flagged.
It also plugs into the case system they already use, so a check can pull the case straight through instead of waiting on someone to gather the documents and upload them. Around that sits the day to day. Cases created, bundles uploaded, checks run, reports reviewed and users managed, all in one place.
The caseworker still makes the call. The AI reads it, checks it and flags anything that doesn't line up. A person decides what that means and whether the case goes ahead.
What it changes
Three things worth naming, if you run cases like this yourself.
Case ten of the week gets the same read as case one. The system works through every bundle the same way, in the same order, whether it's a quiet Tuesday or the end of a busy month.
Every check leaves a record. They're regulated by three separate bodies, and a reviewer can go through a case line by line. Each run produces a report of what was looked at and what was flagged, so the file shows the check happened rather than resting on somebody's word for it.
The checking stops being the ceiling. Taking on more cases used to mean more hours of reading, and that is a hard thing to grow through without hiring. It doesn't any more, which is the reason they wanted it in the first place.
They own it
It all runs on their own accounts. Their hosting, their database, their workflow tool, their AI account. If they ever want to move it or hand it to someone else, they can. Nothing is locked to us.
That also means the verification is where it started rather than where it has to stop. The same platform can pick up more of the case work whenever they want it to.
Got a job like this in your business?
If your team spends hours reading documents and comparing numbers, that's usually the first thing worth handing to AI. An audit will tell you what it's costing you before you commit to anything.