Low Cost & High Value

Cost-Effective

We offer the best value for money on the market. Our cost per outcome is generally the most competitive.

Enrich Data from Any Input Source

Agile

We move fast and have the ability to ramp up complex engagements with urgency and speed.

Result

Quality & Accuracy

We pride ourselves on maintaining 99.95% accuracy levels as well as 100% uptime for our clients’ most mission critical processes.

Compliance & Security Focused

Secure

We value and respect our clients’ data and intellectual property, and our operations are secure and monitored.

Category: 
Data Entry & Processing

Transcribe Financial Statements

Financial statements are pivotal to balancing accounts, maintaining compliance, and running an efficient business. They can also take up a lot of space when working with physical copies. Preparing, organizing, and storing financial statements should be done with utmost care, considering the sensitivity of the information each statement contains.

While many companies are turning to software and digital solutions to manage accounts and statements, the institutions, clients, and partners they work with are likely still using, sending, and requesting physical copies. To make it more efficient to integrate printed financial statements into financial software, companies need to have them transcribed and digitized.

Developing a database or system to collect and report on financial statements makes practical sense but is often hard to put into practice. Companies need to dedicate time and people to entering statement details into databases, and they need to do so with accuracy and confidentiality.

Assivo prepares and updates database systems with transcribed financial statements with a balance of speed and precision.

Our highly professional team takes care of the financial statement transcription so clients have up-to-date systems that report on company health, status, and accounts. We evaluate demand and backlog and then allocate manpower and resources to keep all financial statements current with minimal client resources needed.

The result?

Clients rest assured that financial statements are managed effectively and efficiently while concentrating internal resources on functions important to their business performance.

90%+ Client Retention Rate

We have a 3-year client retention rate of over 90%. Additionally, over 87% of our clients expand their relationship with Assivo into multiple functional areas after successfully outsourcing their first process to us.

40–60% Average Operating Cost Savings

Our client companies achieve an average cost savings of 40–60% as compared to their in-house operating costs. We convert our clients’ fixed costs into variable costs. We also reduce their recruiting, training, and retention issues.

99.95% Accuracy & High Reliability

Our team has delivered 99.95% accuracy to our clients and continues to do so on an ongoing basis. Our operations are built to maximize accuracy, while maintaining industry-leading uptime. Our clients rely on Assivo to work on their most mission-critical processes.

Trusted by Leading Organizations for Our Reliability, Experience & Expertise

How to work with

assivo

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Define

Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.

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Test

Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.

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Launch

Go live with a fully trained team of outstanding Assivo staff. Your dedicated team will be overseen by a capable project manager to ensure your needs are met.

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Manage & Scale

Provide feedback and growth metrics, and we’ll manage your team’s productivity, work output quality, and size.