How one wealth firm cut document processing time by 80 percent
A multi-family office ran AI on three back-office workflows and quietly got hundreds of hours back
Hey Adopter,
Back-office document work is punishing at scale. Custodian statements arrive from dozens of portals. Tax forms pile up in the thousands every January. Staff process each one manually, minute after minute.
Shade Tree Advisors, a $794 million MFO in New York, decided to stop tolerating it. They deployed EtonAI across three document workflows and measured every result.
The number that resets expectations
Processing a single custodian statement dropped from over 8 minutes to roughly 2. An 80 percent reduction, without replacing anyone or rebuilding systems. They started with the most repeatable workflow, not the hardest, and built from there.
What the firm did with the recovered time is the more interesting story.
Download the full case study for the stack, timelines, and measured impact
Statement processing: 8+ minutes down to approximately 2 minutes per document
Document accuracy at 97 percent, with 3 percent auto-flagged for human review
Thousands of tax forms now auto-renamed, saving hundreds of hours annually
Credit card transactions automatically categorised across client entities
Phased rollout let the team verify results before each expansion