Finance operations
For example, gather invoice evidence, flag reconciliation exceptions and prepare close checklists for review.
CUSTOM AGENTS
Build agents around the work your business needs done.
Your workflow. Your systems. Clear boundaries.
Turn a well-defined business task into an agent that can use the right context, work with your tools and hand decisions to the right person.
EXPLORE AN EXAMPLE
Follow the work. Make the decision.
Three guided examples using sample data. Inspect the evidence and see where an agent needs a person.
Resolve an invoice exception.
An invoice lands in a shared inbox. Someone has to find the order, compare the details and chase the right approver.
- 01Receive the invoice
- 02Check the context
- 03Prepare the exception
- 04Ask for approval
- 05Record the handoff
Step 1 / 5
Receive the invoice
Read the sample invoice and identify the purchase order reference.
EvidenceInvoice INV-1042 is linked to purchase order PO-208.
Designed output
An exception task with the variance, source documents and a named owner. Payment stays on hold.
What we would measure
Exception resolution time and manual touches per invoice.
Begin with the workflow. Then build the agent.
We check the source information, access permissions and exceptions before choosing an agent design. A focused pilot then shows how it handles real inputs, when it needs help and whether it is ready for wider use.
A useful agent has a clear job, a way to be checked and someone accountable for it.
Choose a useful first agent.
Revenue operations
For example, prepare account context, check CRM completeness and route deal approvals with the supporting evidence.
Operational handoffs
For example, gather support context, suggest a ticket category and route exceptions to the person responsible for the next action.
How an engagement runs.
Check the foundations
Select a task and confirm data quality, system access, acceptance criteria and the actions that need approval.
Test a focused pilot
Evaluate normal cases and exceptions. Review the result, cost and human effort before deciding on rollout.
Prepare for operation
Scope the integrations, monitoring, fallback path and runbook the owning team needs to operate the agent.
A clear scope from the start.
The detail follows discovery. The work begins with a shared understanding of the task and who owns each decision.
- Workflow and agent design
- Data readiness and approved tool integration
- Evaluation, access boundaries and human approvals
- Monitoring, cost visibility and operational handover
A few practical questions.
What kinds of workflows can we discuss?
Bring a recurring knowledge or operational task, its source systems and the decisions involved. We will assess whether an agent is a suitable approach.
What if our data or workflow is not ready?
We identify missing context, unreliable sources and unclear ownership during discovery. The next step may be to fix those foundations or simplify the task before building an agent.
Who owns the agent?
Ownership, access, deployment and support are agreed in the engagement scope before implementation.
LET’S PUT AI TO WORK
Bring us the work that gets stuck.
One workflow. The systems it touches. The outcome you want to change. Let’s work out a useful first step together.
Discuss your workflow