Business automation for leasing
Application intake and credit research, equipment insurance registration, expiry notices, and depreciable asset tax filing, automated with AI and human review.
Common problems
Entering applications that come in a different format from every vendor, and gathering information for credit review
Registering and looking up data on outside web systems, such as insurers' and credit bureaus', where RPA stops whenever a screen changes
Large volumes of work that peak every month or year, such as expiry notices and depreciable asset filings
Use cases in this industry
Read lease applications and prepare credit checks
AI reads lease applications from vendors into the core system, then gathers registry details and credit bureau scores into a memo for the credit reviewer.
Register leased equipment for property insurance
Each day, register newly accepted lease equipment on the insurer's agency system and record policy numbers. Staff hear only about items that failed.
Send lease expiry notices and collect replies
Find leases nearing expiry and draft notices asking each customer to re-lease or return. After sales approves, send them and arrange pickup and data erasure.
Split depreciable asset tax filings by municipality
From each leased item's installation address, find where its depreciable asset tax is filed and total assets per municipality. Staff check only changed items.
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 to current employees. Leavers' and 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.