Workflows

Use Cases

Examples of workflows our agents operate today. Each one addresses a specific business pain with measurable outcomes.

Revenue

Quote-to-Cash Workflows

Compress Quote-to-Cash cycles across Salesforce, ERP and banking

For:CFO, VP Finance, VP RevOps
Systems:Salesforce + SAP/NetSuite + Banking

The problem

Deals close in Salesforce, but getting them into clean ERP orders takes days. Sales ops manually checks contracts for missing fields, finance validates credit terms, and operations re-keys data into SAP. Errors compound: wrong prices flow to invoices, shipments get delayed, cash collection stalls.

Teams spend hours each week reconciling payments across multiple bank accounts with open invoices, especially when remittance data is incomplete.

What the agent does

  • Validates contract data against ERP item masters before order creation
  • Flags missing fields, bad pricing or non-standard terms for review
  • Creates orders in ERP with correct structure and references
  • Matches incoming payments to invoices using fuzzy logic
  • Escalates unmatched payments and collection issues

Results

  • Quote-to-Cash cycle:45 days to 18 days
  • Order error rate:12% to 0.5%
  • Manual reconciliation:40 hrs/week to 5 hrs/week

Turn FP&A variance analysis from 50 hours to 5 hours

For:CFO, VP Finance, FP&A Director
Systems:SAP/NetSuite + Excel + BI tools

The problem

Every month-end, FP&A spends 40-50 hours pulling data from ERP, comparing actuals to budget, and chasing down explanations for variances. By the time the analysis is ready, it is already stale.

The real insights - pricing erosion, unexpected vendor costs, unusual payment patterns - get buried in noise.

What the agent does

  • Pulls actuals from ERP and compares to budget/forecast automatically
  • Classifies variances by root cause (timing, volume, price, mix)
  • Surfaces the 5-10 variances that actually matter
  • Drafts variance commentary with supporting transaction detail

Results

  • Monthly close:reduced by 3-5 days
  • Variance analysis time:50 hrs to 5 hrs
  • Signal-to-noise:much higher in reporting
Spend

Procure-to-Pay Workflows

Beta

Stop buying what you already own: surplus and duplicate POs

For:CPO, VP Procurement, Supply Chain
Systems:SAP MM + warehouse systems

The problem

Large enterprises buy the same items multiple times because requesters do not know what is already in stock at another location. Duplicate POs get created for the same need.

With thousands of POs per week, most slips through. The result: excess inventory, wasted spend, storage costs.

What the agent does

  • Monitors new purchase requests and POs in SAP
  • Checks against existing inventory across all locations
  • Identifies duplicate or near-duplicate POs
  • Suggests internal transfers instead of new purchases
  • Flags for procurement review before PO approval

Potential impact

  • 3-8% reduction in indirect material spend
  • Significant reduction in duplicate POs
  • Better inventory utilization across locations
Beta

Catch price leakage and vendor risk before approvals

For:CPO, VP Procurement, Category Managers
Systems:SAP + contract management + vendor DBs

The problem

You negotiated great contract prices, but POs go out at list price because buyers do not check. Vendors slowly increase prices beyond contracted rates.

Category managers cannot review every PO, so most spend flows through on autopilot.

What the agent does

  • Compares PO prices to contracted rates and historical prices
  • Flags over-payments and price creep before approval
  • Checks vendor compliance and risk indicators
  • Routes high-risk or off-contract spend for human approval

Potential impact

  • 2-5% savings on addressable spend
  • Higher contract compliance rates
  • Reduced vendor risk exposure

Have a workflow in mind?

We would love to hear about the workflows that waste your team's time. Book a session and we will map it together.

Book a workflow session