Use cases
An agent for your invoices
Each page explains one workflow end to end: what the agent does, where human approval sits, which tools it connects to, and what typically changes. These are the most common starting points.
Invoice processing automation
An AI agent reads incoming supplier invoices, extracts and codes every line item, matches them against purchase orders, and queues each one for a one-click human approval, directly in your accounting system.
Works with: QuickBooks, Xero, NetSuite, SAP Business One…
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Receipt & expense data extraction
Employees forward receipts as photos or PDFs; the agent extracts merchant, amount, tax, and category, applies your expense policy, and produces clean entries a human approves in bulk.
Works with: QuickBooks, Xero, Expensify, Ramp…
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AP approval workflow automation
The agent assembles the full context for every payable (invoice, PO, budget line, supplier history), routes it to the right approver, and follows up so finance does not have to chase.
Works with: Slack, Microsoft Teams, QuickBooks, Xero…
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Customer support agent
The agent answers the questions your team has already answered a hundred times, grounded in your actual docs and policies, and escalates everything else to a human with the context already gathered.
Works with: Zendesk, Intercom, Freshdesk, Help Scout…
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Email triage & inbox automation
The agent works your shared inbox continuously: categorizing, prioritizing, drafting routine replies for review, extracting action items, and routing messages to the right owner.
Works with: Gmail / Google Workspace, Outlook / Microsoft 365, Slack, Notion…
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Sales order entry automation
Customers email purchase orders as PDFs; the agent reads each one, matches SKUs and pricing against your records, and enters the order in your ERP. Exceptions go to a person.
Works with: QuickBooks, NetSuite, Sage, SAP Business One…
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Quote & estimate automation
The agent drafts quotes from the job details and your price book, sends them after your approval, and follows up until there's an answer.
Works with: Jobber, Housecall Pro, ServiceTitan, QuickBooks…
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Lead qualification & follow-up
New leads get answered in under a minute, asked your qualification questions, and booked onto the right calendar. Your team walks into conversations already qualified.
Works with: HubSpot, Pipedrive, Salesforce, Gmail / Outlook…
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Returns & payment disputes
Routine returns get processed against your policy in minutes, and every chargeback gets an evidence-backed response before the network deadline. Fraud flags go to a person.
Works with: Shopify, Stripe, Loop Returns, Gorgias…
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Patient scheduling & reminders
For clinics and dental practices: appointment requests answered any hour, reminders and recall outreach that fill the schedule, and a person for anything clinical.
Works with: Open Dental, Dentrix, NexHealth, Weave…
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Tenant request & leasing triage
Maintenance requests get triaged into work orders with photos and urgency attached, and leasing inquiries get answered any hour. Humans approve spend and applications.
Works with: AppFolio, Buildium, Rent Manager, Gmail / Outlook…
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Freight document processing
Every load's paperwork (rate confirmation, BOL, POD, carrier invoice) collected, matched, and reconciled, with missing documents chased automatically so billing never waits.
Works with: AscendTMS, Tai TMS, McLeod, QuickBooks…
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Bookkeeping & month-end close
For bookkeeping and accounting firms: transactions categorized against each client's books, the 'what was this charge?' chase handled automatically, and reconciliations prepped for review.
Works with: QuickBooks, Xero, Dext, Keeper…
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Law firm client intake
Prospect inquiries answered and qualified any hour, facts and documents collected, conflict-check data compiled, and the matter opened in your practice system. Attorneys make every legal judgment.
Works with: Clio, MyCase, PracticePanther, Smokeball…
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Insurance policy checking & COIs
For independent agencies: issued policies checked against proposals line by line, and routine COI requests handled in minutes. Licensed staff make every coverage call.
Works with: Applied Epic, EZLynx, HawkSoft, NowCerts…
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Hiring screening support
The agent structures the applicant pile: consistent summaries, knockout facts verified, missing information chased. Your team reads less and decides everything.
Works with: JazzHR, Breezy HR, Workable, BambooHR…
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Employee onboarding admin
Offer accepted to first day, run automatically: forms sent and chased, data entered once, accounts and equipment requested on schedule.
Works with: Gusto, Rippling, BambooHR, Slack…
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COI & compliance tracking
Every subcontractor certificate read against your requirements, expirations tracked, renewals chased, and gaps flagged before they become uninsured work on your site.
Works with: Procore, Buildertrend, Gmail / Outlook, Google Drive…
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Not sure which workflow to start with?
That's the first thing the free audit answers: we map your candidate workflows, rank them by savings and risk, and recommend where to start.