AI use cases

Where agents earn their keep, by department

For each use case: what the agent does, what stays with your people, and how the work is checked. Pick one to estimate what it is worth for you, then see how ready it is.

Estimate a use caseCheck readiness
12 use cases
FINANCEFocus: Feedback

Month-end reconciliation

THE AGENT
Matches transactions between ledger, bank and sub-ledgers, proposes adjustments and drafts the reconciliation pack.
STAYS WITH YOUR PEOPLE
Approving adjustments, and anything above the materiality threshold.
HOW IT IS CHECKED
Every balance ties to its statement; unmatched items are listed with a reason.
FINANCEFocus: Context

Management report pack

THE AGENT
Pulls actuals, refreshes the workbook and writes first-draft commentary on the variances.
STAYS WITH YOUR PEOPLE
Final commentary and sign-off before the board sees it.
HOW IT IS CHECKED
Totals reconcile to the ledger; each comment cites the figure it explains.
FINANCEFocus: Feedback

Research from filings

THE AGENT
Reads filings and transcripts, extracts figures into your template and summarises what changed.
STAYS WITH YOUR PEOPLE
Investment judgement, and anything shared outside the team.
HOW IT IS CHECKED
Each figure links to the filing and page it came from.
FINANCEFocus: Tools & access

Refreshing a valuation model

THE AGENT
Rolls an existing model forward a quarter with the new actuals.
STAYS WITH YOUR PEOPLE
Any change to assumptions.
HOW IT IS CHECKED
Formulas intact, assumption changes logged, figures tied to the new filing.
MARKETINGFocus: Instructions

Campaign performance reporting

THE AGENT
Collects results from each channel, normalises them and builds the weekly report.
STAYS WITH YOUR PEOPLE
Deciding what to change in the campaign.
HOW IT IS CHECKED
Spend matches invoices; channel totals match the platform exports.
MARKETINGFocus: Tools & access

Media plan costing

THE AGENT
Costs a draft plan against agreed rate cards and audience data, and flags options over budget.
STAYS WITH YOUR PEOPLE
Choosing the plan and booking it.
HOW IT IS CHECKED
Every rate matches the card; totals stay within budget.
OPERATIONSFocus: Human in the loop

Invoice processing

THE AGENT
Reads incoming invoices, matches them to orders and receipts, and prepares them for payment.
STAYS WITH YOUR PEOPLE
Approving payment, and every exception.
HOW IT IS CHECKED
Three-way match on each invoice; exceptions queued with a reason.
OPERATIONSFocus: Memory & progress

Moving data between systems

THE AGENT
Carries records from one system to another, maps the fields and resolves duplicates.
STAYS WITH YOUR PEOPLE
Changes to master data.
HOW IT IS CHECKED
Record counts reconcile between systems; nothing changes without a log entry.
SALESFocus: Context

Proposal preparation

THE AGENT
Drafts proposals from past work, pricing rules and the client brief.
STAYS WITH YOUR PEOPLE
Pricing decisions and the final send.
HOW IT IS CHECKED
Prices follow the rate rules; every claim traces to a past project.
SALESFocus: Memory & progress

CRM upkeep

THE AGENT
Logs meetings, updates deal stages and flags opportunities that have gone quiet.
STAYS WITH YOUR PEOPLE
Deal strategy.
HOW IT IS CHECKED
Each update links to the email or note it came from.
LEGAL & COMPLIANCEFocus: Instructions

Contract review against a checklist

THE AGENT
Checks contracts against your clause checklist and drafts a findings memo.
STAYS WITH YOUR PEOPLE
Legal judgement, and anything sent to the other side.
HOW IT IS CHECKED
Every finding cites its clause; nothing is reported without a source.
LEGAL & COMPLIANCEFocus: Feedback

Document compliance checks

THE AGENT
Checks submissions or drawings against the applicable requirements and lists the gaps.
STAYS WITH YOUR PEOPLE
Approving the submission.
HOW IT IS CHECKED
Each gap points to the requirement and the page.

Illustrative use cases drawn from the kinds of work we see. Every engagement starts by mapping your version of the process.

Estimate

What is one use case worth?

Two minutes, no sign-up. Pick a process, replace our example numbers with yours, and compare three ways of running it.

Excludes the cost of building and running the agent, which we quote per process. Without a harness we assume people re-check about a third of the original effort and errors get through at today’s rate; with one, review takes about a tenth.

Readiness

How ready is this use case for an agent?

Twelve plain questions, two for each part of the harness. Answer for the process as it runs today.

Talk to us

Bring one process that has to be right

Tell us where the numbers come from and who relies on them. We’ll show you what an agent can do there, and how we would prove it.

Send us a messageWhat is a harness?