Financial Services

Accelerating Transactional Integrity with

AI-Powered Automation

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Services Rendered

Product Engineering

Software Development

Digital Transformation

Tech stack

React, TypeScript, Redux, Material UI, Storybook, SpreadJS, Monaco Editor, Spring Framework, ANTLR, JGraphT, Snowflake Data Warehouse, MySQL, AWS S3.

Introduction

In modern enterprises, transactions flow through fragmented systems and spreadsheets maintained by individual teams. Each system captures a slice of reality, but rarely the whole picture. As data moves between these systems, inconsistencies emerge, reconciliations become manual, and visibility into the organization’s real financial position becomes delayed.

Zemoso partnered with a leader in AI-driven finance transformation, to evolve their platform into a high-speed financial operating system. To accelerate transaction flow, improve data integrity, and enable finance teams to move from reactive operations to proactive financial strategy.

iNDUSTRY CHALLENGE

Finance teams majorly face problems related to:

Fragmented Financial Workflows: Scattered financial data across ERPs, spreadsheets, etc requires manual re-entry and reconciliation, resulting in higher operational costs, reporting delays, and greater risk of financial errors.
Locked Working Capital: When invoice matching is slow, it leads to increased Days Sales Outstanding (DSO). This delay effectively ties up working capital, preventing its use for vital purposes like hiring, funding expansion, or making strategic investments.
The AP Portal Trap: Finance teams waste valuable strategic planning time on administrative tasks, such as logging into numerous customer Accounts Payable (AP) portals to upload invoices and track payments.

Zemoso Labs Partnership Challenge

The client needed to address four critical barriers preventing finance teams from scaling efficiently.

Capture qualitative insights from collection calls, such as payment promises and disputes, that traditional systems cannot process.
Ensure data integrity by eliminating manual reconciliation across complex transaction records and spreadsheets.
Enable flexible forecasting so finance teams can run scenario-based predictions instead of relying on rigid models.
Deliver high-performance analytics with dashboards that load instantly to support real-time financial analysis.

Impact created

Reduced reconciliation time for 12,000 transactions from 12 hours to 38 seconds. Also, reduced the dashboard load time to under 10 seconds from 60 seconds for faster analytics.

What are our clients saying?

Our clients love what we do:

How did we do this?

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Zemoso partnered with the client to modernize the platform across the entire transaction journey and solve data challenges:

‍1. Natural Language Processing (NLP) engine
We built an engine that listens to collection calls in five languages and automatically detects payment intent, disputes, and promises to pay, saving agents 25 minutes of manual work daily.

2. Automated Reconciliation
A Python-based rule engine automatically matches complex payments to invoices across multiple data sources, replacing manual spreadsheets with a reliable source of truth.

3. AI-Powered Cash Forecasting
We transformed the legacy system into a No-Code AI forecasting platform with 100+ screens, enabling finance teams to run real-time “what-if” cash flow scenarios.

4. High-Speed Financial Analytics
Using Apache Superset and SQLFrames, we redesigned the data architecture to reduce dashboard load times for faster financial insights.

Conclusion:

By combining AI-driven automation, sentiment analysis, and high-performance analytics, Zemoso helped the client to create a system where the transaction journey becomes shorter, faster, and smarter.

In doing so, finance teams are no longer constrained by operational friction. Instead, they are empowered to function as strategic partners driving growth, liquidity, and financial resilience.