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A single source of truth for sustainability reporting (ESG)

An insurance company unified all energy consumption data to produce accurate reports and simplify audits.

100% Data centralized
85% Less time on reports
0 Audit errors
35 Branches monitored

Context

An insurance company needed reliable utility and consumption data for ESG reporting. The data lived across PDFs, emails, spreadsheets, and local offices.

The problem

Scattered data

Energy, water, and other consumption data was not centralized.

Unsustainable manual process

Teams spent weeks collecting and cleaning information for every reporting cycle.

Data quality problems

Manual entry created gaps, inconsistent units, and hard-to-trace corrections.

Painful audits

Supporting evidence was difficult to retrieve and validate.

The solution

Invoice centralization

Cedalio captured utility invoices from email, folders, and uploads.

Automated extraction

AI agents extracted consumption, meter, supplier, site, and cost data.

Data normalization

The data was standardized by location, period, unit, and supplier.

Carbon footprint calculation

Structured consumption data supported emissions calculations and ESG reporting.

Results

Operational efficiency

The reporting process moved from manual collection to automated data capture.

Data quality

The company improved completeness, consistency, and traceability.

Simplified audit

Every reported number links back to source documents.

Operational insights

The same data also surfaced consumption anomalies and savings opportunities.

The sustainability dashboard

Executive view

High-level consumption, emissions, and trends by business unit.

Operational view

Site-level details for facilities and finance teams.

Audit view

Source documents, extraction results, and correction history.

Lessons learned

1. Utility data is valuable for ESG

2. Automation removes the human bottleneck

3. The audit trail must be automatic

4. Operational insights are a valuable bonus

Need accurate, auditable ESG reporting?

Book a demo to see how Cedalio turns invoices into structured sustainability data.