Case studies
Case Study: How we help a Growing E-Commerce Company optimize its financial Operations
Client Profile:
- Industry: E-Commerce (Consumer Goods)
- Company Size: Mid-sized, operating in 8 countries (North America, Europe, and Asia)
- Annual Revenue: $80M
- Challenge: Manual financial reporting was slow and error-prone; struggled with real-time forecasting for global expansion planning.
Challenge:
The e-commerce company had grown rapidly over the past few years but faced these critical issues:
- Finance team spent 40+ hours weekly on manual data entry across Shopify, Amazon, Stripe, QuickBooks, and Excel.
- No centralized system for consolidating revenue, COGS, or logistics data from multiple platforms and currencies.
- Forecasting relied heavily on historical trends — not adaptive enough for fast-moving markets.
- Difficult to get real-time P&L visibility by region and product line.
They needed smarter tools and better-trained people who could implement AI-based solutions into their existing workflows
AIAS Solution:
AIAS developed a customized, cost-effective strategy to streamline the company’s workflows:
Program Delivered:
"AI for E-Commerce Finance" – Custom Corporate Training Workshop
We delivered a 3-day intensive in-office course at their Toronto HQ for their finance and operations teams. Key modules included:
Module
Focus
1. Introduction to AI Tools for Finance
ChatGPT, Power BI, Zapier, Google Sheets scripts
2. Automating Reporting & Reconciliation
Building dashboards that pull live sales data from Shopify, Amazon, Stripe
3. Predictive Analytics for Inventory & Cash Flow
Using historical data + trend analysis to forecast demand and optimize cash flow
4. LLMs for Scenario Planning
Generating what-if models using natural language prompts
👉 Outcome : Teams learned how to automate monthly reporting, build dynamic forecasts, and use AI to make data-based decisions.
Client Feedback:
"Before working with AIAS, our finance team was drowning in spreadsheets. Now, we’re generating reports faster than ever and even using AI to guide our international expansion strategy. The training was hands-on and immediately applicable."
After seeing results, The customer:
- Enrolled 3 more finance analysts in our Toronto-based advanced AI course
- Partnered with us to develop a custom forecasting dashboard template based on what their team built during the workshop
- Joined our Toronto Finance AI Network to stay updated on future tools and best practices
Case Study: AI training for a Multinational looking for Compliance with Transfer Pricing Regulations with AI
Client Profile:
- Industry: Technology (Software as a Service – SaaS)
- Company Size: Mid-sized multinational operating in 5 countries (HQ in the US, subsidiaries in Europe and Asia)
- Annual Revenue: $50M
- Challenge: Ensuring compliance with transfer pricing regulations across jurisdictions while optimizing tax efficiency.
Challenge:
The client faced several pain points:
- Complex Intercompany Transactions: The company had recurring intercompany transactions, including software licensing fees, R&D cost-sharing, and shared services agreements.
- Non-Compliant Documentation: Their previous transfer pricing documentation was incomplete, putting them at risk of non-compliance and penalties.
- Tax Audit Risk: The company was flagged for a tax audit in one of its European subsidiaries.
- Cost Concerns: Previous consultants provided high-cost, time-intensive solutions without clear outcomes.
AIAS Solution:
AIAS approached the challenge by implementing a streamlined and comprehensive transfer pricing internal tool:
Detailed Analysis:
Conducted a functional and risk analysis to determine how value was created and distributed across the company’s global operations.
Identified high-risk intercompany transactions requiring immediate documentation.
Benchmarking Studies:
Performed robust benchmarking analysis to determine arm’s length pricing for software licensing fees, R&D cost-sharing, and shared services.
Used global and local databases to ensure accurate and defensible comparables.
Customized Transfer Pricing Policy:
Developed a tailored transfer pricing policy for the company, aligning with OECD guidelines and local laws.
Standardized processes for future intercompany transactions to reduce risk.
Fixed Pricing and Efficiency:
Delivered the project within 4 weeks for a flat fee of $5,000, significantly lower than the market average.
Provided clear, actionable advice without surprises or delays.
Outcome:
Compliance Achieved:
AIAS ensured full compliance with transfer pricing regulations in all 5 jurisdictions thanks to the implementation of an AI internal tool
The client successfully passed the European tax audit without any adjustments or penalties.
Cost Savings:
The flat-fee model reduced consultancy expenses by 77% compared to their previous provider.
Optimized transfer pricing policies resulted in $200k annual tax savings through efficient cost allocations.
Operational Efficiency:
Standardized intercompany transaction processes reduced administrative burdens for the finance team.
Future audits became more manageable with structured, reusable documentation.
Client Feedback:
- “AIAS completely transformed the way we handle transfer pricing. The process was fast, transparent, and far more affordable than we imagined. Their expertise helped us save time, money, and a lot of stress!”
Key Takeaways:
- AIAS Advantage: Simplified processes, clear pricing, and unmatched expertise in transfer pricing.
- Impact: Immediate compliance, significant cost savings, and long-term operational improvements.
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