Cake Equity: Vertex AI + BigQuery document classification to automate equity onboarding
Use case typeDocument automationUpdated Jun 13, 2026
Cake Equity is a B2B SaaS equity-management platform that needed to centralize data from multiple sources and reduce manual onboarding work for new customers. The company used Google Cloud to streamline customer onboarding, improve data quality, and support faster internal decision-making across its operations.
- Organization
- Cake Equity
- Industry
- Finance
- Location
- Australia
- Published
- May 2026
Reported outcomes
−20%
accuracyQuality & accuracy
10 secondstime−1%accuracy+1%quantified impact
Strategic outcomes
Speed & agilityAutomated customer onboarding workflowRisk & complianceReduced onboarding data errorsCustomer experience & trustImproved customer onboarding experienceBetter decisions & insightEnabled automated reporting and follow-up actions
Catalog median for quality & accuracy deployments: −40% across 42 reported metrics. Compare benchmarks →
Primary read
Use case focus
Showing 3 of 5
- 1Document classification
- 2Customer onboarding automation
- 3Data quality automation
- New customer onboarding required manual spreadsheet transfers and supplementary checks, taking about four days in typical cases.
- The manual process could introduce data errors of up to 20% and created churn risk.
- The company needed a reliable way to pipe data from fragmented sources into a central system with low administrative overhead.
- Cake Equity selected Google Cloud with BigQuery and Cloud Storage as the backbone of its data infrastructure.
- The team used Vertex AI to classify documents, match them to predefined definitions, and automatically populate data structures.
- BigQuery and Looker dashboards were used for reporting, analysis, and automations that help identify churn-risk situations and trigger follow-up actions.
- The company also connected BigQuery to Google Sheets so non-technical team members could run automated reports.
- Onboarding time was reduced from four days to 10 seconds.
- The onboarding error rate dropped from 20% to about 1%.
- The company reported a 1% improvement in churn to a market-leading rate for SaaS B2B businesses.
- Teams can act more as orchestrators than manual doers, improving customer experience and operating efficiency.
Implementation partners1
Sources & evidence1
Groundedness: 5/5
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