CRI Improves Audit Efficiency with DocuClipper
Industry: Accounting & Audit
Region: United States
Firm Size: Top 20 U.S. Accounting Firm
Customer Profile
Carr, Riggs & Ingram (CRI) is one of the nation’s top 20 accounting firms, serving clients across the Southeast and beyond. CRI offers assurance, tax, and advisory services to a wide variety of industries and is committed to delivering audit quality at scale.
Challenges
During audits, CRI staff had to process large volumes of client bank statements manually. This repetitive data entry consumed valuable staff time, delayed reporting, and increased the likelihood of errors. Clients wanted faster turnaround, and employees were frustrated by the inefficiencies.
Solution
CRI adopted DocuClipper to automate the extraction and reconciliation of bank data. Audit teams could now upload client statements and receive structured, accurate data within minutes. Implementation was quick, and adoption spread rapidly across multiple offices.
Results
- Audit prep reduced from hours to minutes for bank statements.
- Significant accuracy gains, lowering risk of audit adjustments.
- Improved client satisfaction through faster reporting.
- Higher staff morale by eliminating tedious manual entry.
With DocuClipper, CRI improved both audit efficiency and client service. The firm now delivers results faster, more accurately, and with happier staff across its offices.
“From hours to minutes — DocuClipper has completely changed the way we handle audit evidence collection.”
