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Automated auditing solution for a family investment fund Cooperation: 1+ yr.

Automated auditing solution for a family investment fund

Our client, a French family investment fund, offers loans and B2B2X fintech services, including business and call centers. As it expands into a new EU market through a child company, it’s transitioning from a legacy system to a proprietary solution. The main challenge was the absence of a unified financial data system, leading to reporting inconsistencies and security concerns. To validate the market, the client needed a fast, cost-effective PoC for automated payment matching and audit readiness.