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Evidence library

Case studies and use cases.

Content
Solution
Financial services

Financial Data Reconciliation

Bank and general-ledger data matched with rule-based exception handling and audit-ready output.

3x Case study; primary solution Automation
Manufacturing

ERP Report Automation

SAP report generation, dashboard refresh, and stakeholder distribution.

Removed Case study; primary solution Automation
Payment processing

Financial Payment Automation

SAP and banking workflows connected with approval and validation steps.

6h to 1h Case study; primary solution Automation
Banking

Account Management Automation

Legacy account termination work automated across HR and access systems.

4h to 1h Case study; primary solution Automation
Tax and compliance

Tax Reporting Automation

Tax report creation and government portal preparation automated across recurring cycles.

50% Case study; primary solution Automation
Data processing

High-Volume Data Validation

Identity checks, portal validation, and recurring data-entry work handled at scale.

99%+ Case study; primary solution Automation
RPA

Order Management Automation

Capture sales orders, validate required fields, update ERP records, and return order status.

Use case; primary solution Automation
RPA

Bank Statement Import to ERP

Download bank statements, standardize the files, and import validated transactions into ERP.

Use case; primary solution Automation
RPA

Invoice Processing

Capture invoices, validate supplier and tax data, and route exceptions before ERP posting.

Use case; primary solution Automation
RPA

Customer Onboarding Automation

Validate onboarding documents and create consistent records across customer systems.

Use case; primary solution Automation
CX automation

Credit Card Collections Automation

Prioritize eligible accounts, conduct approved outreach, capture promises to pay, and hand off hardship or dispute cases.

Use case; primary solution Automation
CX automation

Marketing and Outreach Automation

Run segmented outreach, qualify responses, route high-intent contacts, and keep campaign records current.

Use case; primary solution Automation
CX automation

Customer Service Triage

Resolve routine requests with account context and route complex cases to the right team with the conversation attached.

Use case; primary solution Automation
CX automation

Reminders and Follow-up

Send timely appointment, renewal, or service reminders and direct responses to the appropriate next step.

Use case; primary solution Automation
Agentic automation

RFx Co-pilot

Assist RFx drafting, comparison, routing, and human review.

Use case; primary solution Enterprise AI
Agentic automation

Document Review

Extract, compare, and route document findings with human review checkpoints.

Use case; primary solution Enterprise AI
Agentic automation

Three-Way Matching and AP Processing

Compare purchase orders, receipts, and invoices before routing approved items for processing.

Use case; primary solution Enterprise AI
Agentic automation

Credit Scoring Support

Prepare decision support from governed data while retaining human approval.

Use case; primary solution Enterprise AI
Agentic automation

Loan Origination Quality Assurance

Review loan-origination files against policy and QA checks before accountable sign-off.

Use case; primary solution Enterprise AI
Data & BI

Multi-Portal Data Integration

Combine recurring downloads from several web portals into one governed reporting dataset.

Use case; primary solution Data Engineering
Data & BI

Business Intelligence Reporting

Create recurring dashboards and reports from trusted operational sources.

Use case; primary solution Data Engineering
AI security

AI-Assisted SOC Automation

Enrich alerts, summarize incidents, prepare response actions, and retain analyst approval for consequential steps.

Use case; primary solution Cybersecurity