Use cases

Real applications of agentic AI in operations, finance, and administration for mid-size companies.

AI Agent for Recurring Internal Requests: Fewer Interruptions to Your Administration Team

The administration team spends between 5 and 15 hours per week responding to internal requests that are, for the most part, repetitive and have a standard answer. Each interruption carries a context-switching cost. The team cannot prioritize higher-value work because the volume of inquiries does not stop.

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Finance

Board and Management Report Preparation Agent: From Data to Draft in Hours

Preparing the management report involves extracting data from multiple sources (ERP, CRM, spreadsheets), consolidating it, drafting the narrative analysis, and formatting the presentation. The process is manual, repetitive, and prone to version errors. The CFO or their team invests time in assembly work that does not require their judgment, yet cannot easily be delegated.

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Finance

Client and Project Profitability Agent: The Visibility Your ERP Doesn't Provide

The company knows its total revenue and aggregate costs, but cannot determine with precision which clients or projects are profitable and which consume resources beyond what is billed. Producing that analysis requires cross-referencing billing data, allocated hours, direct costs, and indirect costs — a task no one has the bandwidth to perform on a recurring basis. As a result, pricing and renewal decisions are made without real profitability data.

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Operations

Contract and Expiry Tracking Agent: No More Missed Renewals or Surprises

Contracts live in email folders, shared drives, or physical files. No one has centralized visibility into what expires when, which terms apply, or which contracts auto-renew under unfavorable conditions. The team typically learns about an expiry when it is already too late — or when the supplier sends a notification first.

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FinanceIntegration

Corporate Card Expense Reconciliation Agent: Expense Control Without Spreadsheets

The finance team spends 10–20 hours per month reviewing card statements, matching receipts and supporting documents, identifying unsupported transactions, and chasing employees to complete documentation. The process is reactive, concentrated at month-end close, and generates internal friction.

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OperationsIntegration

Vendor Onboarding Agent: Validation and Registration Without the Administrative Overhead

Registering a new vendor requires collecting documentation, verifying tax data, checking against risk lists, creating the record in the ERP, and notifying the requesting department. The process can take 3 to 10 business days, depends on multiple people remembering to complete their part, and produces frequent errors: incorrect tax data, incomplete documentation, duplicate records.

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