Customer story
Crowe Avvens
Discover how Crowe Avvens leveraged DataSnipper's key automation features for significant increase in quality, accuracy and efficiency of controls
Kushner LaGraize is a full-service accounting and consulting firm based in Metairie, Louisiana, USA with over 100 professionals. They offer audit, tax, and advisory services to individuals and businesses across various industries, focusing on delivering personalized financial solutions with regional expertise and national capabilities.
This success story is in collaboration with the Audit and Assurance team at Kushner LaGraize.
Kushner LaGraize faced time-intensive and error-prone workflows when reviewing text-heavy contents of lease agreements and board meeting minutes. Lease reviews often required senior team members due to the complexity of extracting key data points like commencement and end dates from a huge volume of documents. Meanwhile, reviewing board meeting minutes relied heavily on manual judgment, leading to inevitable inconsistencies and missed information from junior staff. Human error, time-consuming reviews, and limited staff capacity made it difficult to scale these processes efficiently—especially during peak periods.
"I feel much safer using DocuMine because I can approve the answers before using them. This is especially helpful with lease reviews. Being able to verify the answers before implementing them makes me more comfortable using DocuMine compared to other tools."
To address these bottlenecks, Kushner LaGraize implemented DocuMine, transforming the way their team handle audits with heavy document volumes. DocuMine’s ability to pinpoint information and present data directly in Excel helped reduce manual input, eliminate errors, and increase confidence in every review.
DocuMine provides transparency by linking each extracted value to its source—allowing team members to quickly verify the origin of any data point. This capability was especially valuable in building trust across the team, ensuring that even complex documents could be reviewed efficiently without compromising on quality.
Lease Agreement Reviews
Lease agreements previously demanded senior-level attention to identify and extract key data. With DocuMine, these details are now automatically pulled from the documents with simple natural language queries. For example, the team can simply ask DocuMine, ‘What are the start and end dates of the lease?’ and DocuMine is able to go through the entire documentation and present this answer in seconds.
Kushner LaGraize estimates saving 45 minutes per complex lease and 15 minutes for simpler ones—a significant time gain, when working across clients with 20–30 leases. DocuMine not only helped free up time investment from senior team members, but also increased accuracy and consistency across engagements.
Board Meeting Minutes
Manually reviewing lengthy meeting minutes is inefficient and often subjective. With DocuMine, the team now uses natural language queries to instantly extract discussion points, critical decisions and approvals—such as major purchases—from multi-page documents. As result, the team saves 5 to 10 hours per client, depending on the length and complexity of the documents.
With DocuMine, the firm saves 45 minutes on complex leases and 15 minutes on simpler ones across their clients. Board meeting minute reviews are 5-10 hours faster per client.
By allowing users to approve AI-generated answers and see the source in context, DocuMine minimizes human error and builds trust in the output.
DocuMine reduces senior staff involvement in initial reviews and speeds up audits. Teams can now better allocate their resources while maintaining quality and compliance.
