Accounting Client Portal with AI Statement Analysis

The firm managed 40+ business clients, and every month looked the same: clients emailing PDFs, the team downloading them one by one, manually entering transactions, and reconciling across spreadsheets. Errors were common. Sensitive financial data was floating around inboxes with no real control. We built a secure client portal where each client has their own private login. They upload bank statements directly — PDF or CSV — and the system takes over from there. AI powered by AWS Bedrock extracts every transaction, auto-categorizes expenses, flags anomalies and duplicates, and hands the accountant a clean, ready-to-review summary. All files are stored encrypted on AWS S3 with strict per-client access controls. The infrastructure follows SOC 2 security principles — not because it's a requirement, but because their clients trust them with sensitive financial data and that trust has to be earned. No more statements in email threads. No more manual entry. The team now reviews and approves instead of transcribing.