A private finance copilot that closes books in days, not weeks.
Bedrock-deployed RAG copilot over Tally, Zoho Books, and bank statements. Replaces 60% of manual reconciliation work and accelerates monthly close from 9 days to 2.
- Client
- Mid-market finance team
- Industry
- Financial services
- Engagement model
- Partnership · zero upfront
- Duration
- 14 weeks
Bedrock-deployed RAG copilot over Tally, Zoho Books, and bank statements. Replaces 60% of manual reconciliation work and accelerates monthly close from 9 days to 2.
Costtrail engaged on a partnership basis across 2 pillars — AI / GenAI Engineering, Product Engineering. Delivered in 2-week sprints with weekly demos, eval-gated deploys, and quality checks at every milestone. Code, infrastructure, and operations were handed back to the client team at close, with optional 24/7 SRE support after launch.
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