- Industry
- Accounting
Customer Profile
See how GBQ, a Top 100 U.S. accounting firm, automated bank statement extraction with DocuClipper and cut audit prep from days to hours.
GBQ is one of the largest independent accounting and consulting firms in the United States, employing more than 600 professionals across multiple offices. The firm provides assurance, tax, and advisory services and is consistently ranked among the Top 100 U.S. accounting firms.
Challenges
During peak audit season, GBQ's audit teams were overwhelmed with the sheer volume of client bank statements. Staff spent hundreds of hours manually rekeying transactions into workpapers, which slowed audits, introduced the risk of human error, and delayed deliverables. These inefficiencies put pressure on deadlines and reduced staff morale.
Solution
GBQ implemented DocuClipper across its audit practice to automate the extraction of bank statement data. With DocuClipper, staff uploaded client statements in bulk and received clean, structured data in minutes. The solution integrated seamlessly into GBQ's workflows, ensuring accuracy and consistency across offices.
Results
- Happier staff freed from repetitive manual tasks.
- Faster turnaround for client reports.
- Accuracy improved, reducing audit rework.
- 400+ staff hours saved in a single busy season.
With DocuClipper, GBQ turned a critical bottleneck into a competitive advantage. The audit teams now deliver results faster and with greater confidence, while leadership can scale operations without adding staff.