Case Patterns
Deal Flow & Portfolio Intelligence Layer
An agent layer for a private equity fund: deal-sourcing agents surface qualified targets daily, portfolio-reporting workflows assemble numbers from source systems, and the team drives it all from a whitelisted WhatsApp group. Partners message the agent like a colleague; it answers with the data.
Bank Reconciliation — 100% Automated
End-to-end reconciliation agents match transactions across bank feeds and ledgers with full audit trails. The system handles one hundred percent of the reconciliation load that previously consumed staff days, escalating only true exceptions to a human queue.
Automated Check Review & Processing
A review agent processes checks from repeat customers automatically and flags first-time or anomalous items for human review. It performs the work of multiple staff members, fully automated, with every decision logged and reversible.
Dealer Operations & Lead Workflows
Agents connected to inventory, CRM, and messaging handle lead follow-up, inventory questions, and daily operations reporting for a multi-location auto group — reachable by the team over direct message, exactly like texting a coworker.
Daily Decision Support & Edge Extraction
Automation workflows extract signal from operating data every morning and deliver it where the team already talks. Employees start the day with the numbers that matter, and can ask follow-ups in plain language — the agent queries the systems and answers.