- Industry
- Accounting
Customer Profile
CRI, a Top 20 U.S. accounting firm, uses DocuClipper to cut audit prep time, increase accuracy, and deliver faster client reports.
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
- Higher staff morale by eliminating tedious manual entry.
- Improved client satisfaction through faster reporting.
- Significant accuracy gains, lowering risk of audit adjustments.
- Audit prep reduced from hours to minutes for bank statements.
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.