Case Study

Workflow Automation Tool

Finance Operations · AI Automation

Automation solution designed to eliminate high-volume repetitive tasks — reducing manual processing time, improving accuracy, and freeing finance teams to focus on higher-value work.

PythonFastAPIReactViteSQLiteClaude APIChrome MV3SMTPFernet

The Problem

High-volume, repetitive finance tasks — data entry, application tracking, follow-up emails — quietly eat the hours that should go toward higher-value analysis. Manual processing is also where accuracy slips first once volume climbs, and every extra minute per item compounds fast across a full queue.

The Approach

AI-assisted document processing with accuracy scoring
Browser-based automation for repetitive data entry
Queue-based approval workflow with audit trail
Multi-source data aggregation and normalization
Encrypted credential handling for compliance
Automated follow-up scheduling and notifications

ARCHITECTURE

FastAPI ↔ React SPA ↔ Chrome Extension · SQLite · Claude Haiku

IMPACT

Task cycle time: ~25 min → under 3 min per item.

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