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. 

Contact  Us