Shriram Finance
less than 3–4 hours — Onboarding Turn-Around-Time (TAT)
Independently reportedBanking & finance · Process automation · Classical ML · In production
Process automation
TFMA, LLC · Digits
Vendor-reportedProfessional servicesIn productionSmall businessClassical ML
Vendor-reported. The customer is named and the numbers are quoted from the source page, but the account comes from the vendor. No independent confirmation.
Reported by insightfulaccountant.com (vendor self-report). Checked against the source page on 2026-09-06. 2 of 2 figures below appear on that page word for word.
The problem
Manual cleanup, extensive data entry, reconciliation, and categorization of financial data were labor-intensive, limiting efficiency and the firm's ability to scale advisory services.
What was deployed
- Vendor
- Digits
- Products
- Digits, AI-native accounting platform, AI-native general ledger
- Technique
- Classical ML
- Build or buy
- Bought off the shelf
- Deployment
- SaaS
- Data used
- more than a decade of financial data, exported bank data, transaction data
What changed
Each row is quoted from the source. Figures we could not find on the page in those words are marked — they are kept, not deleted, so you can judge them.
workflow efficiency
“By reducing manual workload, improving turnaround times, and enabling real-time financial insights, the firm achieved a 70% increase in workflow efficiency.”
Quoted word for word from the source · round percentage, no baseline given
two to four daystime to bring client books up to date
“Brown began marketing a clear value proposition: bringing books up to date in just two to four days.”
Quoted word for word from the source
daystime to complete annual cleanup engagementsfrom weeks
“Processes that previously took weeks, especially annual cleanup engagements, could now be completed in a matter of days.”
Quoted word for word from the source
reduced need for multiple layersstaffing model for bookkeeping support
“Lean staffing model: Reduced need for multiple layers of bookkeeping support”
Quoted word for word from the source
secondstime for bulk transaction edits and recoding
“Accelerated reconciliation: Bulk transaction edits and recoding completed in seconds”
Quoted word for word from the source
multiple new clientsnew client acquisitionfrom historically relied on referralsshortly after repositioning services
“The results included signing multiple new clients shortly after repositioning services”
Quoted word for word from the source
expandedexpansion of advisory services
“At the same time, Brown has expanded advisory services, which command significantly higher monthly fees.”
Quoted word for word from the source
a few hoursmonthly bookkeeping effort per clientper client
“With much of the categorization and reconciliation automated, monthly bookkeeping engagements now require just a few hours per client.”
Quoted word for word from the source
“It opened up time for me to think about growth, branding, and balance.”
Difficulties and limits
- manual cleanup in traditional accounting software and Excel-based reporting were labor-intensive
- annual cleanup projects were particularly burdensome, requiring extensive data entry, reconciliation, and categorization
Sources
- insightfulaccountant.com — vendor self-report, 2026-04-24
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