Consero Global cut financial review time by 75% and manual effort by 90% with an AI-powered solution from thinkbridge—transforming back-office operations into a scalable, insight-driven system.
.jpg)
Consero’s core value proposition rests on precision, timeliness, and scale. But as their client base grew, so did the strain on their back-office accounting teams, who were manually reviewing every financial statement across dozens of client accounts, identifying anomalies and validating data accuracy by hand crafting executive summaries client by client, often under time constraints.
The process was consistent—but not scalable. Analysts spent too much time combing through clean data rather than focusing on exceptions. Consero needed a system that could scale with their growth, increase span of control across teams, and elevate their analysts from data processors to insight drivers.
thinkbridge designed a bespoke AI-powered financial review system tailored for Consero’s high-volume, high-accuracy service model. The platform integrates seamlessly into Consero’s financial workflows and brings together the best of AI to reduce noise and surface only what matters.
Key components of the solution:
• GPT-4-1106 + OpenAI Code Interpreter to automate financial data parsing, code generation, and insight extraction
• Custom anomaly detection models trained on Consero’s historical data to flag exceptions that warrant human review
• Text-embedding models and Retrieval-Augmented Generation (RAG) to contextually process financial documentation and past narratives
• Few-shot prompting via OpenAI Assistants to generate consistent, on-brand executive summaries for client reporting
Instead of manually reviewing every line item, Consero teams now operate in an exception-based mode—where AI handles the volume and humans intervene only when necessary.
.png)
The impact of intelligent automation on Consero’s financial operations has been transformative:
• 75% reduction in time spent compiling and interpreting financial data across client accounts
• 90% decrease in manual effort to generate client-facing executive summaries
• 3x increase in analyst span of control, enabling each team member to manage more clients without sacrificing quality
• Enhanced consistency and clarity across reporting cycles—clients now receive faster, more insightful reports
More importantly, Consero’s analysts now focus on what truly matters: anomalies, strategic insights, and exceptions that require judgment—rather than routine checks.
Consero Global didn’t just automate—they evolved. By transforming their financial review operations from manual and reactive to intelligent and proactive, they’ve built a future-ready finance function that scales with their business. With AI as a core enabler, they’re no longer buried in data—they’re above it, commanding it.
At thinkbridge, this is our sweet spot: building practical, AI-powered systems that help mid-market leaders like Consero move faster, think bigger, and go further.
.jpg)
.jpg)
.webp)
.webp)
.png)
.svg){kind=small}
.webp)
.webp)
