How Finlytics Unlocked AI-Driven Financial Reporting at Scale
Industry
Automotive / Steering & Suspension Services
Client Type
Steering Wheel Seller
Focus Area
AI Quoting + CRM Automation
CHALLENGE
Steering Xpress was losing hours manually pricing and replying to quote requests. Calls came in, messages stacked up, and jobs slipped through the cracks — a familiar small-business grind.
SOLUTIONS
HIM deployed a quoting automation system that instantly responded to online enquiries, collected job details, and pushed them straight into an integrated CRM. Follow-ups were triggered automatically by SMS if a customer hadn’t confirmed within 24 hours.
Consolidated Multi-Channel Data
Pulled financial data from APIs, spreadsheets, and internal CRMs.
Auto-Categorized Financial Inputs
Leveraged AI to classify expenses, revenues, and anomalies.
Generated Insightful Reports Instantly
Delivered client-ready reports with summaries and visual charts.
Generated Insightful Reports Instantly
Delivered client-ready reports with summaries and visual charts.
IMPACT
Response time dropped from hours to seconds. Weekly bookings increased 42 %. The owner stopped juggling calls at 9 p.m. and started focusing on actual work.
3X
faster report generation
70%
fewer reporting errors
90%
reduction in manual reporting work
TOOL STACK
Data Automation Stack
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