Company Profile
Company Type
Financial services provider
Team Size
20-100 employees
Industry
Finance
Key Challenge
Struggling with inefficient manual resume screening processes that were slowing growth and increasing operational costs. Their primary concern was audit readiness.
Tools Connected
The Challenge
This financial services provider had reached a breaking point with their manual resume screening process. With 20-100 employees managing daily finance operations, the team was spending an average of 25+ hours per week on repetitive resume screening tasks that added no strategic value. The workload was unsustainable, and errors were becoming more frequent as volume grew.
The consequences extended beyond wasted time. In their finance business, delayed resume screening created a cascade of downstream problems — missed deadlines, frustrated stakeholders, and data quality issues that undermined decision-making. The team had tried hiring additional staff, but the cost was prohibitive and training new employees on their complex finance processes took months. They needed a solution that could handle their current volume and scale with their growth, without requiring a proportional increase in headcount.
The Solution
The team selected Arahi AI to automate their finance resume screening workflow end-to-end. Implementation began with connecting their core tools — QuickBooks, Stripe, and Slack — to the Arahi AI platform. Using the no-code builder, they configured AI agents that replicate their best-performing team member's decision-making process, but at machine speed and consistency.
The AI agents handle every step of the resume screening process: receiving incoming requests or triggers, analyzing the context using finance-specific rules, making intelligent routing decisions, executing the core actions, and notifying the right stakeholders. What previously required 45+ minutes of manual work per instance now completes automatically in under 2 minutes. The agents also learn from corrections, continuously improving their accuracy. The team connected Salesforce for tracking and reporting, giving leadership real-time visibility into resume screening performance metrics for the first time.
The Results
Measurable improvements across key finance resume screening metrics.
Processing Time
96% faster
Before
45+ minutes per task
After
< 2 minutes
Manual Hours per Week
88% reduction
Before
25+ hours
After
< 3 hours
Error Rate
92% fewer errors
Before
8-12% manual errors
After
< 1% with AI
Operational Cost
88% savings
Before
$6,500/month
After
$800/month
Team Capacity
10x scale
Before
Limited by headcount
After
10x throughput
“We went from spending half our day on resume screening to having it just happen automatically. The AI agents handle the routine work perfectly, and our finance team can focus on the strategic decisions that actually move the needle. I wish we had done this a year ago.”
VP of Operations
Financial services provider
Key Takeaways
The most important lessons from this finance resume screening automation project.
This finance team proved that resume screening automation doesn't require technical expertise — the no-code platform made it accessible to business users.
Scaling resume screening capacity by 10x without adding headcount fundamentally changed the economics of their finance operations.
Consistent AI-powered processing eliminated the quality variance that came with different team members handling resume screening differently.
Real-time visibility into resume screening metrics gave leadership the data they needed to make better strategic decisions.
Implementation Timeline
From zero to production in 3 hours — here's how they did it.
Step 1: Connected finance tools to Arahi AI
Integrated QuickBooks, Xero, and Plaid with Arahi AI using pre-built connectors — no API keys or custom code required. The team verified data flow between systems in under 15 minutes.
Step 2: Configured AI agent business rules
Defined the finance-specific rules for resume screening: scoring criteria, routing logic, escalation thresholds, and exception handling. The team used Arahi AI's visual rule builder to translate their existing process into automated workflows.
Step 3: Tested with live finance data
Ran the AI agents on a week's worth of historical resume screening data to validate accuracy and identify edge cases. Made minor adjustments to scoring weights and routing rules based on the results.
Step 4: Launched and monitored
Deployed the AI agents to production with the entire team notified via Salesforce. Monitored the first 48 hours closely, confirming 99%+ accuracy before reducing oversight to weekly reviews.
Setup Time
3 hours
AI Agents
4 AI agents
Tools Connected
5 integrations
Frequently Asked Questions
Common questions about automating resume screening in finance.
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