Case studies
of automation.

Manual verification of 500+ invoices a month ate up 4 hours a day and led to posting errors in the books.

Data extracted from invoices, matched against purchase orders and posted to the accounting system. No human in the loop.

Monthly financial reports took 3 days of manually pulling data from 5 different systems.

One place that joins data from every system. Updated within seconds.

Manual accruals and deferrals in Excel. Errors and delays at month-end close.

A settlement schedule with proportion calculations, notifications and posting straight into the system.

A 15-lawyer firm lost hours hunting for documents in email and network folders. No version control.

One place for documents: tagging, version history and an approval path.

Tracking court and procedural deadlines in Excel. Risk of missing deadlines, no escalation.

Reminders with multi-level escalation, calendar sync and a view of case statuses.

Preparing standard court filings took 2-3 hours per document: copying data, formatting, checking.

A template-based filing generator. Client and case data filled in from the database.

Daily reconciliation of bank transactions against the accounting system. 3 full-time people matching data.

Pulling statements, matching transactions to invoices and flagging discrepancies for human review.

Assessing a client's credit risk took 2 days. An analyst manually gathered data from many sources and built a report.

Financial data gathered from many sources, rule-based risk scoring and a finished report.

Quarterly regulatory reports required manually gathering data from 12 systems. Risk of late filing and penalties.

A tax office serving 200+ clients. Preparing returns meant weeks of manual work at every filing season.

Pulling client data, calculating liabilities and producing a return ready to file.

Constant changes to tax law. Advisors spent hours tracking the official journal of laws and tax rulings.

Scanning legal sources, filtering by keywords and instant alerts for the team.

Classifying VAT rates on purchase invoices. Complex rules, frequent errors, risk of a tax audit.

VAT rate classification based on the invoice description, the PKWiU code and prior decisions.

Stock levels managed in Excel. Stockouts, overstock, no low-stock alerts.

Stock-level updates, demand forecasting and replenishment orders with no human in the loop.

Project managers ran schedules in Excel. No alerts, cascading delays with no visibility.

A schedule with date recalculation, risk alerts and progress reports for the client.

A services firm managed clients in Excel and notebooks. No follow-ups, lost opportunities, no analytics.

A lightweight CRM on SharePoint with follow-up reminders, a sales pipeline and conversion reports.

The company ran 5 disconnected systems. Manual re-keying of data between them, duplicates, inconsistencies.

Your programs pass data to each other on their own. Enter it once, the rest lands everywhere in real time, with no manual re-keying or copy-paste.

Onboarding a new hire took 2 weeks: 15 forms, 8 signatures, setting up accounts in 6 systems.

An onboarding path from contract signing, through account creation, to equipment and training assignment.

The sales team needed up-to-date data on prospects. Manual searching and copying from many sources.

A path: fetch → enrich → deduplicate → deliver to the CRM with up-to-date contact data.

Repetitive email and phone queries ate up the team's time. The same questions, the same answers, day in and day out.

The system sorts queries, suggests ready answers and only escalates what needs a human.

Weekly board reports compiled by hand from many sources: Excel, email, systems. Hours of copy-paste instead of analysis.

Gathering data from every source, generating reports and sending them to the right people on a schedule.