Accounting & bookkeepingResearch and document reviewMedium evidence

A CPA firm cuts contract and board-minute reviews from an hour to 5 minutes

Harris, Hardy & Johnstone, PC · Audit and tax firm · Thomson Reuters CoCounsel Tax & Audit

Reported result

Board-minute and contract reviews cut from ~1 hour to 5 minutes; spot checks in 1 minute vs 15–30; won a new client after AI found mispostings in their trial balance.

The problem

“Reviewing board minutes, leases and contracts by hand adds hours to every engagement.”

What they did

AI summarizes long documents and validates technical answers for audit and tax work.

Who reported this

Vendor case study (named customer). Source: Thomson Reuters case study.

View the original source ↗

Caveats

Vendor case study; early results.

Results are as reported by the source above. Pathly summarizes them in our own words and labels the strength of the evidence. Your results may differ. How we label evidence

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