Business automation for finance and insurance
Public information checks, inquiry handling, and routine lookups. Work that demands accuracy and records, automated while keeping the evidence behind each decision.
Common problems
Checks must be recorded along with the reasons for each decision
Routine lookups and checks take up staff time
Strict internal rules govern sending data to outside services
Use cases in this industry
Screen new business partners using public information
Search news and public sources for each new business partner, and have AI flag anything that needs checking. A person makes the final decision.
Classify inquiries and draft replies
AI classifies messages from the inquiry form and drafts replies to common questions. A person reviews every reply before it is sent.
Use cases for any industry
Read invoices into the accounting system
AI reads incoming invoices, checks them against purchase orders, and records them in the accounting system. Invoices whose amounts differ wait for approval.
Research a list of prospects
For a list of hundreds of companies, collect what each does, where it operates, and its size from its website, and build a list sales can prioritize.
Find missing clock-ins
Collect yesterday's clock-ins from the attendance system and, once HR approves, ask employees with missing entries to fix them in Teams.
Review SaaS accounts
Collect user lists from each SaaS admin console and match them against current employees. Accounts of leavers or long-unused accounts are disabled only after approval.
Collect KPIs from SaaS tools into a weekly report
Collect figures from advertising, sales, support, and other SaaS tools, and produce a weekly report with week-on-week comparisons and likely causes of change.
Discuss a PoC for your own work
We start with you by choosing the work, fitting the screens and rules of your industry.