Fintech KPI Automation
100+ KPIs automated across any format or language.
Portfolio reporting automated regardless of how underlying documents were structured or which language they were in.
100+ · KPIs automated · The Problem
What needed to change
- Each company used its own report formats (varying structures and languages).
- KPIs were labeled inconsistently, lacking standardization.
- No unified format existed to streamline data processing for BI tools.
- Manual data entry was labor-intensive, slow, and prone to errors.
As a result, onboarding of portfolio reports was slow, required manual intervention, and limited the scalability of the solution.
The Solution
What we implemented
An AI solution for KPI data extraction and transformation was delivered.
- Automatically analyzes uploaded reports in any format or structure.
- Detects over 100 key KPIs (e.g., ARR, EBITDA, Cash Burn, MRR, Gross Margin).
- Recognizes the time context and data frequency (e.g., quarterly vs. monthly reporting).
- Outputs a standardized data structure that Vestberry's platform can directly use for BI dashboards.
Client's feedback
“The solution from Insynaps removed the biggest barrier in working with KPI data from our portfolio companies. Instead of manual adjustments, we can now work with clean, unified data almost instantly.”
– Vestberry
The Results
What changed after deployment
- Automatic processing of reports in any structure, with no need for manual data entry.
- Faster data onboarding – processing takes minutes instead of hours of manual cleanup.
- Greater KPI consistency, enabling better analytics and comparability across the portfolio.
- Reduced error rate and increased trust in BI outputs.
- Improved user satisfaction, especially among VC managers and reporting companies.
More case studies
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Enforcement document processing: 60% back-office time saved.
100% of documents processed automatically. Senior staff freed during peak periods.
60% back-office time saved
Receivables Processing
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Receivables write-off review: from 2 weeks to ~1 hour.
Senior staff were freed up during peak periods. Decisions became consistent and auditable.
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New audit data source created
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