How OnCorps AI Automates Financial Report Preparation and Validation for Global Asset Managers

By: GoBeyond Team
July 27, 2025
3 min read
OnCorps AI financial reporting dashboard showing automated checks and exception tracking

Quick Overview

OnCorps AI developed an end-to-end AI system that automates financial report preparation and validation for global asset managers. The system parses complex PDF reports, retrieves source documents, and runs nearly 200 automated checks using NLP and named entity recognition to handle format variations. Dashboards track exception resolution and provide management oversight, streamlining review of reports often hundreds of pages long.

OnCorps AI
OnCorps AI
Company Size
Not publicly disclosed
Revenue Range
Not publicly disclosed
Primary Challenge
Reducing manual effort, improving accuracy, and accelerating validation of complex financial reports
Key Metrics

- 92% reduction in time spent reviewing reports
- 60 exceptions found on first AI review
- One complete review round eliminated
- Near 93% accuracy in NAV delivery prediction
- 50-60% reduction in review time on average
- 50%+ increase in reporting team productivity

The Problem

Manual review of lengthy, complex financial reports was time-consuming, error-prone, and lacked transparency

The Solution

AI-powered platform automates ingestion, reconciliation, calculation, and style checks; uses machine learning agents for continuous improvement and exception tracking

Results

- Dramatic time savings (from days to minutes)
- Significant reduction in manual labor (up to 92%)
- Improved audit quality and compliance
- Enhanced oversight with transparent audit trails
- Enabled staff to focus on higher-value analysis

“The biggest benefit of OnCorps’ Review AI is the time savings. Our review time has been cut by 50 to 60% on average, allowing our team to focus on more valuable analytical work.”“OnCorps moved quickly to solve longstanding industry challenges and enhance fund NAV oversight.”

Devin Kelly, Fund OperationsJosh Ratner, Head of Americas Operations, Pimco

Details

Industry
Finance & Banking
Departments
Finance & Accounting
Use Cases
Financial Reporting
Tags
GenAI
NLP
Scalability
Team Efficiency
Time-Saving
AI Tools Used
No items found.
Sources
https://www.oncorps.ai/solutions/case-study-financial-reportinghttps://www.vktr.com/ai-disruption/5-ai-case-studies-in-finance/https://www.oncorps.ai/case-studies/natixis-financial-reporting-reviewshttps://blog.modusx.digital/en-eu/articles/how-ai-enhances-financial-reporting-accuracy-and-efficiencyhttps://www.linkedin.com/posts/oncorps_financial-reporting-case-study-activity-6977723448210948097-LIddhttps://www.xceptor.com/newsroom/xceptor-and-oncorps-ai-partner-to-deliver-enhanced-automation-solutions-to-financial-services-industry

More Case Studies

See All
How UAB Medicine Uses AI-Enabled Sickbay Platform for Real-Time Data Integration During Cardiac Procedures
Healthcare & Medical
How Cvent Enhances Conference Networking and Planning with AI Matchmaking and Virtual Assistance
Hospitality & Tourism
How United Wholesale Mortgage Uses Google Cloud AI to Double Underwriter Productivity and Accelerate Loan Processing
Finance & Banking
How FiscalGuard Group Uses AI-Enhanced Auditing to Reduce Compliance Errors and Auditing Time
Finance & Banking
How Zendesk Uses AI to Automate Sentiment Scoring and Trend Detection from Customer Feedback
Technology & SaaS
How Tomorrow Sleep Improved Organic Traffic and SEO with MarketMuse AI Content Intelligence
Retail & E-commerce

🤖 Chat with AI

Type...