Use Cases · Mid-market back office
AI agents for the mid-market back office. Your team only handles the exceptions.
Invoice checking, supplier quotes, applications, sales enquiries and customer service: the agent reads, matches, follows up and prepares. Your staff decide where a decision is due.
01Invoice checking
Accounting only checks the exceptions.
Automate invoice checks against purchase orders
- InputInvoice Purchase order
- AI agent
- OutputApproval
Starting point
Open the invoice, find the purchase order, compare the line items, obtain approval. And that for every single invoice.
What the agent does
The AI reads incoming invoices, matches line items and amounts against the purchase orders, detects discrepancies and submits correct invoices for approval.
Outcome
Your accounting team only handles exceptions.
02Supplier quotes
20 quotes in. One decision out.
Compare supplier quotes automatically
- InputSupplier PDFs
- AI agent
- OutputPrice comparison
Starting point
Opening supplier quotes, typing up prices and terms, comparing them in Excel. Every tender costs your purchasing team time.
What the agent does
Our procurement agent reads all incoming quotes, extracts prices, delivery times, quantities and terms and sets them side by side in one consistent format.
Outcome
20 PDFs become a comparable basis for a decision.
03Pre-sorting applications
Applications in. Shortlist out.
Applications pre-sorted into a structured shortlist
- InputApplications
- AI agent
- OutputShortlist
Starting point
HR spends days reading CVs and comparing applicants by hand.
What the agent does
Our recruiting agent reads incoming applications, extracts qualifications, matches them against the job description, shows missing requirements and creates a structured shortlist.
Outcome
HR only works on the candidates where a decision is due. The decision remains with people.
04Sales enquiries
No lead is left waiting.
Qualify enquiries instantly and book meetings
- InputNew enquiry
- AI agent
- OutputBooked meeting
Starting point
Leads are lost because enquiries are answered too late or not followed up.
What the agent does
Our sales agent reads new enquiries, qualifies the lead, researches the company, answers standard questions and books a meeting or hands over to sales.
Outcome
Your sales team holds conversations instead of doing lead administration.
05Customer service
Standard questions handled. Special cases with the team.
Pre-qualify customer service automatically
- InputEmail Chat
- AI agent
- OutputSpecial cases only
Starting point
Your service team answers the same questions every day, by email and in chat.
What the agent does
Our service agent processes incoming enquiries, answers standard questions from your knowledge base, requests missing details and escalates only the cases that need a member of staff.
Outcome
Your staff only receive the cases that require a human decision.
Approach
From use case to controlled agent.
A use case is a starting point, not an off-the-shelf solution. Whether and how it holds up in your organisation is decided by the process, its data, interfaces and responsibilities, not by the model.
Assess
The AI Discovery & Process Design Assessment examines whether and under which conditions your process is suited to an AI agent. A prior assessment is not mandatory.
Implement
One department. One process. One agent. One connection. Go-live happens only on your decision.
Control
Control before execution, not logging afterwards. Approvals, permissions and evidence are part of the architecture.
Model-neutral
The choice of model follows your process and your requirements, not a vendor: Anthropic, OpenAI, Microsoft, Google, Mistral, on-premises open-source models.
Related services
Other areas
All use cases Use cases from other areas.
- 015 use casesTax advisory firmsThe agent handles the chasing and filing, your advisers the expert work.
- 026 use casesGRC, Security & ComplianceEvidence, readiness and questionnaires drawn continuously from your systems instead of gathered before the audit.
- 045 use casesLaw firmsIntake, deadlines, contract review, chronology and time recording: prepared by the agent, confirmed by you.
- 053 use casesReal estateProperty management and brokerage: requests, listings and prospects prepared and prioritised.
- 062 use casesInsurance, fleet & claimsClaim notifications and fleet deadlines: from intake to a finished case or a concrete task.
- 072 use casesTrades & constructionDraft quotes from enquiries, site and defect reports from photos and voice notes.
Which process in your organisation suits an agent?
In the initial consultation we clarify which use case fits your process and what a secure implementation requires.
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