THE SITUATION
Our client managed hundreds of customer contracts, none in a standard format. Commercial details covering products, pricing, entitlements, and contract terms were buried in unstructured PDFs with no centralized system to query against.
Revenue risk was the real consequence. Without a reliable way to validate what was booked against what was provisioned, leakage and renewal errors were live operational exposure, not edge cases.
THE SOLUTION
GrowthArc built a centralized platform to ingest, parse, structure, and reconcile contracts at scale. The core design principle was deliberate: extraction without validation does not generate trust. Contracts needed to serve as a validation layer, checked against live finance and CRM data.
To handle document variability without sacrificing accuracy, a hybrid AI and rule-based extraction model was chosen over a pure AI approach.
WHAT WE BUILT
A four-layer platform on Snowflake, covering ingestion, storage and tracking, AI-powered extraction, and cross-system reconciliation. Structured contract data is validated against finance and CRM records, with exceptions surfaced at source for immediate resolution.
Business users can query contract details in natural language, removing any dependency on SQL or analyst support.
THE OUTCOME
Improved data accuracy, unified contract visibility, and faster decision-making across finance and revenue operations were the primary outcomes delivered.
One finding from this build shapes how GrowthArc approaches similar engagements: data quality is the primary constraint on AI agent effectiveness. Clean, structured, connected data is what makes an agent perform. No AI layer compensates for the absence of it.
20+
Form Variants Parsed
Cortex AI handles over 20 distinct order form formats, eliminating the manual effort that variability previously demanded.
2
Systems Reconciled Automatically
Finance and CRM data validated against extracted contract terms, with mismatches surfaced at source.
1
Platform Single Source of Truth
A centralized platform replaced a fragmented, PDF-only repository with a queryable, governed system of record.
FUTURE OUTLOOK
Structured and reconciled contract data gives the client a foundation to extend into renewal management, entitlement tracking, and commercial analytics without rebuilding from scratch each time.
Portfolio-level intelligence is the next frontier, enabling pattern detection across contracts to support deal desk operations, renewal risk flagging, and pricing analysis at scale.
