Consero Global triples analyst capacity by cutting manual financial review 90%

The client

Consero Global runs financial operations on behalf of a growing roster of client companies: reviewing financial statements, checking data accuracy, and writing an executive summary for every account, every cycle. Demand for that service was accelerating.

What was breaking

The work was consistent, but the model that delivered it wasn't built for the growth Consero Global was winning. Analysts spent most of a review cycle reading clean data end to end, the same as they spent on the handful of lines that actually needed judgment.

Each new client added a fixed slice of manual review time, so growth added headcount at close to the same rate, and the summaries took as long to write as the review itself.

Why thinkbridge

Continuing to scale the existing process meant hiring analysts at the pace of client growth. a path that protects quality but not margin. It keeps analysts on volume work instead of the judgment work they were hired for. Consero Global required a system built around its own review process, not a generic reporting tool it would have to work around.

What thinkbridge built

Identifying which parts of the review process were worth automating was thinkAI-shaped work. Using the areas identified,  thinkbridge built an AI-native financial review system inside Consero Global's existing workflow, accelerating a shift toward higher-value analyst work the firm was already pursuing. The system sits inside thinkOne scope, as Consero Global's internal review layer.

The system reads financial documents and past reporting narratives, applies anomaly-detection models trained on Consero Global's own historical data to flag the lines that need a human look, and drafts a first-pass executive summary for each client account. The effect is an exception-based review that puts analyst time, where it counts.

What changed

90% less manual effort. Client-facing executive summaries, time analysts now redirect to new accounts and judgement work.

75% faster financial data analysis. Shortening the path, across client accounts, from data to decision for clients

3x analyst span of control. Each analyst now carries roughly three times the client load without a drop in review quality, capacity Consero Global can put straight toward new client growth

Reporting is more consistent cycle to cycle, and analysts now spend their time on the anomalies and judgement calls the review turns up, not on routine checks.

All customer stories