Example 01 · Finance & Accounting
Month-end close, cut from 12 days to 5
Wholesale distributor · 450 people
Invoices arrived by email, PDF and supplier portal, and two people spent most of each day matching them to purchase orders. We built agents that read every invoice, match it to the order and receipt, code it to the right account and send only the real exceptions to the AP team.
What the agents do
- Read invoices from email, PDFs and portals
- Match invoices to orders and receipts
- Code spend to the right accounts
- Route exceptions to the right approver
- Track every task in the month-end close
Results
12 → 5 daysMonth-end close
85%Of invoices processed with no manual work
$1.4MA year in lower costs and captured discounts
Example 02 · Revenue Operations
Deal approvals in hours, not days
B2B software company · 200 people
Every discount and non-standard term waited in a queue for finance and legal, and reps chased approvals in Slack while deals stalled. We built a deal desk agent that checks each request against pricing rules, drafts the approval note and routes only the real exceptions.
What the agents do
- Check discounts and terms against pricing rules
- Draft approval notes for finance and legal
- Keep CRM records complete and current
- Flag renewals at risk
- Assemble the weekly forecast
Example 03 · Operations & Logistics
Late shipments caught before customers notice
E-commerce brand · 25 people
About 3,000 orders a week shipped through one warehouse partner and four carriers, and the team heard about delays from unhappy customers. We built agents that watch every order, chase the warehouse and carriers, warn customers before they ask and answer “where is my order?” tickets.
What the agents do
- Watch every open order and shipment
- Chase the warehouse and carriers for updates
- Warn customers before they ask
- Answer “where is my order?” tickets
- Claim late-delivery credits