Financial Services Startup Case Study

91% Document Processing Accuracy

TrailBlazed AI developed a comprehensive financial document processing solution using advanced OCR, NER, and computer vision that achieved 91% accuracy and played a key role in the client's successful $50M+ Series A funding round.

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91%

Document Processing Accuracy

31%

Better Data Extraction

$50M+

Series A Round

91% Document Processing Accuracy | TrailBlazed AI

The Problem

This financial services startup is a fast-growing FinTech company focused on revolutionizing financial document analysis and processing for global banking clients. As they prepared for their Series A funding round, they needed sophisticated AI technology to differentiate their platform and demonstrate enterprise-grade capabilities to investors.

Manual financial document processing was slow, expensive, and error-prone, severely limiting their ability to serve enterprise clients at scale. Human analysts struggled with complex document formats, chart interpretation, and data extraction accuracy. Existing solutions fell short, lacking the precision and scalability the startup needed to compete with established financial technology providers.

TrailBlazed AI was tasked to deliver a comprehensive document processing system with advanced OCR, computer vision, and NER capabilities to transform their platform and ensure successful funding and enterprise client acquisition.

The Solution

We developed a comprehensive financial document processing system combining multiple AI technologies including advanced OCR, Named-Entity Recognition (NER), and computer vision. Our solution created an end-to-end platform capable of handling complex financial document analysis at enterprise scale.

Technical Implementation

Table Data Extraction Engine using advanced OCR and hierarchical data analysis
Custom object detection models (YOLOv5 and YOLOx) for chart recognition
Named-Entity Recognition for structured data extraction from financial statements
Financial Statement Automation reducing processing time and enhancing analytical depth
Enterprise-grade deployment with monitoring and optimization capabilities

Timeline & Services

Project Duration: 1.5 years from concept to production system
Team: 10 Senior AI Engineers, 2 Back-End Engineers, 1 Front-End Engineer, Project Manager
Services: LLM & Generative AI, Computer Vision, AI Infrastructure, Production Deployment
Methodology: Comprehensive development, iterative testing, enterprise-scale deployment

Project Results

Pre-TrailBlazed AI

Manual document processing requiring extensive human analyst resources

Limited ability to extract structured data from complex financial documents

Slow processing times preventing scalability to enterprise client volumes

Technology gaps blocking acquisition of major banking clients and investors

Post-TrailBlazed AI

91% accuracy achieved in automated financial document processing

31% improvement in tabular data extraction from embedded PDFs

91% recall and precision in automated chart recognition and analysis

Successful funding round

The transformation enabled the startup to secure $50M+ in Series A funding and positioned them to compete directly with established financial technology providers in the enterprise market.

"TrailBlazed AI's work played a key role in helping us secure additional funding from investors who were impressed by the maturity and potential of the delivered solution. The 91% accuracy in document processing transformed our platform capabilities."