Services

Financial data projects.Powered by Moby.

We turn messy documents and accounting data into clean, structured data. Using Moby’s AI and data analytics capabilities, we deliver at scale for finance, accounting and audit teams.

Explore our case studies See Moby in Excel

Fixed fee. Agreed outcomes. Most projects delivered within 72 hours.

Case study 012,000+lease contracts and amendments Case study 027,000+invoices analyzed and reconciled

Selected references

Case studies

From source documents to something you can work with.

Two client projects using Moby’s core capabilities to turn complex documents into clear, usable results in Excel.

Case study 01 / Contract analysisPersonal services company

Industry photography — Personal services company — Industry photographyJsme MILA / Pexels

2,000+lease contracts and amendments

Decades of leases. One clear view in Excel.

A clean lease database that gives the CFO and finance team a clear view of the company’s lease portfolio and contractual costs.

The problem: Thousands of messy documents, spanning decades of contracts and amendments, made it difficult for the CFO and finance team to see the full lease portfolio and its costs.
What we did: We used Moby’s AI to extract and structure data from 2,000+ contracts and amendments in Excel.
Deliverables: A clean lease database in Excel. Every result is traceable to its original PDF, so any contract can be reviewed in one click from Excel.
Delivery time: 72h

See Moby for Excel in action

Case study 02 / Invoice reconciliationSpare-parts distributor

Industry photography — Spare-parts distributor — Industry photographyTiger Lily / Pexels

7,000+invoices analyzed and reconciled

Thousands of invoices. Connected to the accounts.

Analyzing a large collection of invoices and reconciling the extracted information with accounting records.

The problem: More than 7,000 invoices needed to be reconciled with the accounting records.
What we did: We used Moby to extract invoice data, match it against the accounting records and review the reconciliation.
Deliverables: An Excel reconciliation bringing invoice information and accounting records together.
Delivery time: Under 48 hours

See Moby for Excel in action

How we work

Scoped with you. Delivered in days.

A defined outcome, a fixed fee and a delivery timeline agreed upfront. We work around the clock; most projects are delivered within 72 hours once the scope is agreed and the required data received. Complex requests may take longer.

01
A 30-minute scoping call
We review a representative sample of your data together and define the outcome you need. Sample data is required for a quote.
02
Fixed quote. Agreed outcome.
We quote a fixed project fee upfront and commit to the deliverables and timeline agreed before work begins.
03
Delivery on the agreed timeline
Most projects are delivered within 72 hours once the scope is agreed and the required data received. We confirm any longer timeline for complex requests before work begins.

For finance teams

Move a substantial document or data project forward alongside your team’s day-to-day responsibilities.

For audit firms

Bring additional processing capacity and specialist support to complex client documents and accounting data.

A few things to know.

Is this the same technology as Moby in Excel?

The contract and invoice projects use Moby’s core document-processing capabilities. Our team applies those capabilities at project scale and provides the preparation, configuration and review required for the engagement.

Do I need a services project to use Moby?

No. Moby in Excel is a software product your team can use for recurring work. A services project is a separate engagement for a defined outcome. Bespoke models, databases and management reports are agreed within that project’s scope.

How do you quote a project?

We need a representative sample of your data, which we review together during a 30-minute scoping call. We then provide a fixed project quote and agree on the deliverables and timeline before work begins. Most projects are delivered within 72 hours once the scope is agreed and the required data received. Complex requests may take longer.

The expertise behind the product

Put Moby to work for your team.

Use Moby in Excel for your recurring work, or bring our team a defined project that needs support at scale.

Book a product demo Book a 30-minute scoping call

A data sample is required for a quote. The fixed project fee is agreed separately from the Moby software subscription.