The Challenge
Portfolio companies submitted monthly, quarterly, and annual reports in inconsistent formats. Internal teams were forced to manually normalize and extract data from thousands of rows in Excel - repetitive, error-prone, and time-consuming work. Prior AI-based automation attempts failed to meet accuracy and reliability needs, creating a major operational bottleneck with no scalable path forward.
"The success of this rollout is creating strong momentum for expansion across additional teams and portfolio companies."
The Solution
Unframe delivered an AI solution that extracts and normalizes structured data from unstructured Excel reports, provides editable context suggestions, confidence scores, and full traceability for user fine-tuning, and integrates directly into their reporting workflow with outputs connected to Power BI. A phased rollout minimized disruption and maximized adoption across teams.
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