Solutions
Tasks your people do by hand today, and how an AI knowledge worker takes them on, grouped by area. Each one shows who signs off, and where there is a case or a guide, how it is built.
Accounting
Read supplier invoices line by line
- Before
- Each line is typed in by hand, or read by a service that charges per page.
- After
- The invoice reader reads and checks every line. The bookkeeper approves them together and looks only at the flagged ones.
Asks firstSee the case →Prepare entries as drafts for the bookkeeper
- Before
- The bookkeeper builds each entry by hand.
- After
- An accounting agent leaves the entries as drafts in the accounting system, and the bookkeeper reviews and books them.
Fetch invoices that only exist behind a login
- Before
- Every month someone signs in to each supplier's portal, often with a code from an email, and downloads the invoice.
- After
- A scheduled run fetches the invoice and leaves it as a draft with the PDF attached.
Acts aloneRead the guide →
Finance
Show what a change does to the budget
- Before
- A what-if question means rebuilding the budget spreadsheet.
- After
- You ask "What if the new hire starts in March?" and get the effect on the year, with the assumptions shown.
Asks firstForecast cash flow
- Before
- The cash-flow forecast is a spreadsheet rebuilt from the budget, open invoices and the bank balance.
- After
- Each week the knowledge worker updates the cash-flow forecast from the budget, open invoices, planned purchases and the bank, and shows what moved and why. The CFO approves.
The operator signs offDraft the month-end report
- Before
- The report is pieced together from spreadsheets at every month-end.
- After
- The knowledge worker drafts the report in your template with a source for every number, and the CFO releases it.
The operator signs offAnswer questions from your own data, with the source
- Before
- A question about costs meant exports from three systems and two days.
- After
- The employee asks in Claude Team and gets the answer with the documents behind it.
Acts aloneSee the case →
Supply chain
Forecast demand
- Before
- The forecast is a spreadsheet updated by hand when there is time.
- After
- Each night the knowledge worker forecasts the next 12 months for every product and sales channel from sales history and season, and marks the products at risk of a stock-out. The forecast feeds the budget and the purchase plan. The planner adjusts and approves.
Asks firstPlan procurement
- Before
- Purchase needs are worked out from stock lists and experience.
- After
- The knowledge worker sets the forecast against stock and open orders, finds the month each product runs out, and proposes what to order with an order-by date from the lead time. It shows what the purchases do to cash flow. The buyer approves every order.
The operator signs offFlag webshop and stock differences every morning
- Before
- Differences between webshop and stock are found when an order goes wrong.
- After
- A mail each morning lists yesterday's differences, sent only when the checks have passed.
Acts aloneSee the case →Bring stock, orders and payouts into one place
- Before
- Stock, orders and payouts sit in separate systems and are joined in spreadsheets.
- After
- Every night they are pulled into one data warehouse, checked and ready to report on.
Acts aloneSee how it is built →
Across the company
Review incoming contracts
- Before
- Every contract is read end to end to find the clauses that matter.
- After
- The knowledge worker marks the clauses that differ from your standard and explains why. A person always approves.
The operator signs offAnswer partners' emails
- Before
- Status questions wait in the inbox until someone has looked up the case.
- After
- The knowledge worker drafts the reply from the case history, and someone checks it before it leaves the company.
Asks firstAsk the expert
- Before
- The specialist answers the same questions again and again.
- After
- The knowledge worker answers from the specialist's material with sources, and the specialist signs off on anything that sets policy.
The operator signs off
Bring the task that costs your team the most hours. We tell you in the conversation whether it is a good place to start.
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