Proof beats promises
Every engagement on this page shipped to production. The numbers are the clients' own.
2,500 hours of tax season admin, automated in two days
Strategic Wealth Group: a $1.6B AUM wealth advisory and tax firm
The Situation
Every spring, 2,500 hours of manual document prep: pulling client data out of tax documents and into one-pagers for advisor meetings.
The Constraint
Tax season doesn't move. The work spikes for eight weeks, and seasonal hires meant training time, errors, and rework.
What We Built
In 2 days on-site, an automated pipeline that reads the source documents and produces finished one-pagers, validated against the firm's own records.
The Outcome
700+ documents processed in under 15 minutes at 99.9% accuracy. The 2,500 hours came back to the team.
What Came Next
The POC became a full AI transformation engagement. The system still runs every spring.
"From day one, Pulse understood how our business actually runs, faster and more deeply than anyone we've partnered with."
