WHAT CHANGES WHEN
THE WORK RUNS ITSELF.

A 40-person services firm hand-built every quote in spreadsheets, with three approval hops before anything reached the client.

We mapped the quoting path, deployed a quote-drafting agent against their pricing rules, and routed exceptions to a single human approver.

Quotes now leave the same business day, and the team reviews rather than retypes. Approval history is logged for every quote.

Inbound invoices arrived across email, portals, and PDFs, and the AP team spent Mondays sorting rather than paying.

An invoice triage workflow captures, classifies, and validates each document, then pushes clean records to the accounting system.

Roughly 1,100 invoices a month move through with exception-only handling, and month-end close no longer slips.

After-hours tickets sat until morning, and first-response times pushed customers to follow up twice.

A support agent handles tier-one questions, drafts responses for anything ambiguous, and escalates with full context.

Overnight tickets receive an answer or an acknowledged escalation, and the human team starts the day triaged instead of buried.