Problem
A publicly traded food delivery company aimed to enhance productivity in their financial department by reducing the manual processes involved in financial reporting, saving hundreds of hours for their analysts.
Solution
By implementing a GenAI co-pilot application, they streamlined various financial reporting tasks, including financial reconciliation, P&L statements, balance sheet reports, and more, allowing analysts to focus on strategic initiatives rather than tedious tasks.
Security Challenge
Ensuring strict access control for financial analysts to interact with sensitive data based on their roles, geography, and responsibilities.
Security Challenge
Impact
- Saved over 250 hours of FTE per month for financial analysts.
- Reduced licensing costs for CRM and financial systems by thousands.
How Opsin Helped
- Secure Integration: Connected securely to financial data sources, including documents, proprietary databases, Snowflake, and financial CRMs.
- Policy Setup: Established access enforcement policies for proper authorization based on geography, role, and specific financial data.
- Data Anonymization: Ensured regulated financial data shared with third-party LLMs was anonymized for optimal results.
- Audibility: Provided full auditing capabilities to monitor unauthorized data access through the LLM.
By leveraging Opsin's solutions, the financial department transformed its operations securely, driving efficiency in financial reporting.
