Solutions

​Case study: EYTIP - The investment statements AI platform

​ EY (Ernst & Young) needed a way to optimize how financial institutions process investment statements. Traditional manual review was slow, error-prone, and lacked traceability. Together with Pintor Project, EY developed the Tax Investment Platform (EY TIP) — an AI-driven solution that automates portfolio data extraction and improves financial and tax reporting. 

​Challenge 
Financial institutions deal with thousands of investment statements across multiple custodians and formats. EY identified critical inefficiencies:
• Manual data entry and reconciliation consumed 2–3 weeks per cycle.
• Lack of centralized data made it difficult to ensure traceability and compliance.
• Clients needed faster and more reliable financial and tax reporting.

Solution 
Pintor Project and EY built the EY Tax Investment Platform (EY TIP): 
• Uses automatic data reading (OCR + AI) to extract and structure information from investment statements.
• Provides centralized portfolio control with full traceability of every transaction.
• Generates financial and tax results with higher accuracy and efficiency.

Results 
• Processing cycles reduced from 2–3 weeks to just 2–3 days.
• Higher accuracy in reporting, with complete traceability.
• Centralized portfolio view enabling faster decision-making. 

​Client: EY (Ernst & Young) — Global professional services firm.

Our Role: Technology partner in building EY TIP, providing AI-based data extraction, system design, and implementation.

Industry: Financial Services / Professional Services.

Services: Investment Portfolio Control, Data Extraction (OCR + AI), Tax & Financial Reporting, Compliance Automation. 

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