Introduction
Shade Tree Advisors is a multi-family office that provides personalized financial services to high-net-worth families. As their operations grew, they needed a more efficient way to handle thousands of complex financial documents without sacrificing accuracy or service quality.
The Problem
Each month, the Shade Tree team was manually processing a large volume of custodian statements, tax forms, and credit card records. This work was time-consuming and tedious as their client base expanded. The team needed a solution that would streamline their workflows while maintaining accuracy.
The Solution
Shade Tree partnered with Eton Solutions to implement EtonAI™, an advanced AI-powered platform designed to automate document processing for family offices. They began with high-volume, labor-intensive tasks such as statement extraction and document tagging, and gradually expanded their use across other workflows.
The Results
The impact was immediate and impressive:
- Custodian Account Statements: Processing time dropped from over 8 minutes per statement to around 2 minutes—a time savings of 80%. Accuracy exceeded 97%, with the remaining 3% flagged for manual review.
- Tax Document Renaming: Thousands of 1099 and K-1 forms were renamed automatically with over 90% accuracy, saving hundreds of hours annually.
- Credit Card Coding: Shade Tree began using EtonAI™ to help categorize credit card transactions for clients, reducing manual work and further boosting operational efficiency.
结论
By integrating EtonAI™ into their daily workflows, Shade Tree Advisors significantly improved both speed and efficiency across key administrative processes. This allowed their team to spend less time on repetitive tasks and more time on strategic, client-facing work—proving that AI can be a game-changer for family office operations.
