Finance work was split across reports, inboxes and debtor lists.
Staff refreshed operational workflows, read and classified emails, found the supporting information, wrote replies and manually worked through overdue accounts to decide who needed chasing next.
returned every working day
Result from this project, not a promise for every business.Work passed from task to task.
- Refresh reports and workflows
- Read and analyse emails
- Find supporting information
- Write replies and chase debtors
One human-controlled AI agent prepares and progresses the next action.
- Refresh live workflow data
- Analyse and prioritise emails
- Prepare approved replies
- Chase debtors and track responses
An AI finance agent keeps work moving and debtors followed up.
The agent refreshes current workflow data, analyses incoming conversations, verifies the relevant facts and prepares replies or approved debtor follow-ups. Exceptions remain visible for human review.
- 01
Connected live finance and operational workflow data
- 02
Added AI analysis for incoming customer and supplier conversations
- 03
Prepared replies and debtor actions using verified information
- 04
Kept exceptions, sensitive decisions and final controls with the team
Finance work keeps moving without the team living in the inbox.
A 70% increase in debts collected. The finance team gets more than four hours back every working day while customer replies, workflow refreshes and debtor follow-up happen more consistently.
Figures relate to this project. We would estimate your opportunity from your own process and volumes.This is a genuine project for a business whose identity and internal data are not published. The step-by-step illustration explains the process; it is not a screenshot or a live demo of the client’s systems.
Scope of the result. This project combined workflow refreshes, incoming email analysis, supporting account information, reply preparation and debtor follow-up. The time and collection figures above belong to that combined finance workflow. Exceptions, sensitive decisions and final controls remained with the team; these results are not a forecast for a different business or a promise of debt recovery.
Published by WeekFound Ltd. WeekFound was founded by Jake Lawton after more than ten years working across finance, operations and process improvement. Read Jake’s background.
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Finance automation · Where human review fits in a finance workflow