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AI for the work every business has

Work every business has, whatever it does. 46 use cases for this industry, 4 more that also apply.

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Where to start

Three to start with

High value for the effort. The risk tier is on each one.

Cash-flow forecast

Receivables, payables and payroll rolled into a 13-week cash forecast, with the risks called out.

  1. Consolidate
  2. Analyse history
Low riskValue highGuide

Process improvement scan

How your processes actually run, where they are slow or wasteful, and what to change first.

  1. Improve
Low riskValue highGuide

Invoice & collect

Invoices created from finished work, sent, and followed through to payment.

  1. Draft
  2. Execute
  3. Follow up
Medium riskValue highRuns today
Use cases

Use cases for Every business, by department

Finance & accounting 16

AP invoice validation

Every supplier invoice checked against your rules and its purchase order before anyone pays it; a missing PO or a mismatch goes back to the supplier.

  1. Intake & extract
  2. Validate
  3. Consolidate
  4. Follow up
High riskValue highRuns today

Vendor payment run review

Before the payment run goes out: duplicates, changed bank details, unusual amounts and unapproved invoices flagged for a second look.

  1. Consolidate
  2. Validate
  3. Analyse history
Medium riskValue highTemplate

Bank-detail change check

A supplier asks to change their bank account: verified out-of-band against the record before it is activated. A fraud control against payment diversion.

  1. Validate
  2. Follow up
High riskValue highTemplate

Expense report review

Receipts read and checked against the expense policy; out-of-policy lines sent back with the reason.

  1. Intake & extract
  2. Validate
Medium riskValue mediumTemplate

Month-end close support

Accounts reconciled, variances explained and the close commentary drafted for review.

  1. Consolidate
  2. Analyse history
  3. Draft
Medium riskValue highTemplate

Invoice & collect

Invoices created from finished work, sent, and followed through to payment.

  1. Draft
  2. Execute
  3. Follow up
Medium riskValue highRuns today

Recurring billing

Subscription and retainer invoices raised on schedule, with failed charges retried.

  1. Execute
  2. Follow up
Medium riskValue mediumTemplate

Receivables chasing

Overdue invoices chased politely and on time, escalating by age and amount.

  1. Monitor & alert
  2. Follow up
  3. Draft
Medium riskValue highRuns today

Failed payment recovery

Declined card payments retried and the customer asked to update their card.

  1. Monitor & alert
  2. Follow up
  3. Execute
High riskValue mediumRuns today

Payment reconciliation

Payments received matched to invoices; the ones that don't match listed with a likely reason.

  1. Consolidate
  2. Validate
Low riskValue mediumTemplate

Customer credit check

New trade customers checked before credit terms are offered; limits suggested with reasons.

  1. Research
  2. Validate
  3. Route
Medium riskValue mediumTemplate

Cash-flow forecast

Receivables, payables and payroll rolled into a 13-week cash forecast, with the risks called out.

  1. Consolidate
  2. Analyse history
Low riskValue highGuide

Budget vs actual commentary

Monthly results compared with budget, the biggest variances explained in plain words.

  1. Consolidate
  2. Analyse history
  3. Draft
Medium riskValue mediumGuide

Bank and card transaction coding

Bank and card transactions categorised to the right account, with receipts matched.

  1. Intake & extract
  2. Route
Low riskValue mediumGuide

Audit requests (PBC list)

The auditor's request list tracked: documents found, checked and chased until complete.

  1. Intake & extract
  2. Validate
  3. Follow up
Medium riskValue mediumGuide

Duplicate payment detection

Paid invoices scanned for duplicates and near-duplicates; recoveries listed.

  1. Analyse history
  2. Monitor & alert
Low riskValue mediumGuide

Purchasing & suppliers 3

Supplier onboarding

New suppliers' documents collected, checked (W-9, insurance, bank letter) and chased until complete.

  1. Intake & extract
  2. Validate
  3. Research
  4. Follow up
High riskValue highTemplate

Purchase request approval

Purchase requests checked against budget and policy and routed to the right approver.

  1. Validate
  2. Route
Low riskValue mediumTemplate

Spend analysis & renewal alerts

Where the money goes by supplier and category, and contracts coming up for renewal in time to act.

  1. Analyse history
  2. Monitor & alert
Low riskValue mediumGuide

Sales 3

Quote to cash

Quote drafted from the request, followed up, turned into an order and an invoice when accepted.

  1. Draft
  2. Execute
  3. Follow up
Medium riskValue mediumTemplate

Lead qualification

New enquiries read, qualified against your ideal customer and routed to the right person.

  1. Intake & extract
  2. Route
Low riskValue mediumGuide

Quote follow-up

Open quotes followed up at the right time; lost reasons captured.

  1. Monitor & alert
  2. Follow up
Medium riskValue mediumGuide

Customer service 3

Shared inbox triage

Messages to info@ and support@ sorted, tagged and sent to the right person with a suggested reply.

  1. Intake & extract
  2. Route
Low riskValue mediumGuide

Customer questions with citations

Customers' questions answered from your policies, price lists and FAQs; anything else handed to a person.

  1. Answer
  2. Converse
Medium riskValue mediumGuide

Complaint handling

Complaints logged, classified, routed and answered on time, with recurring themes reported.

  1. Intake & extract
  2. Route
  3. Draft
Medium riskValue mediumGuide

Marketing 2

Social posts & newsletters

Posts and newsletters drafted from what is new in the business, for approval.

  1. Draft
Low riskValue mediumGuide

Campaign results summary

Results from ads, email and the website pulled into one plain-English summary.

  1. Consolidate
  2. Analyse history
  3. Draft
Low riskValue mediumGuide

Operations 1

Meeting notes & actions

Notes and actions from meetings, followed up with the owners.

  1. Draft
  2. Follow up
Medium riskValue mediumGuide

HR & payroll 7

Employee onboarding documents

New hires' forms collected, checked (I-9, W-4, direct deposit) and chased until complete.

  1. Intake & extract
  2. Validate
  3. Follow up
High riskValue mediumTemplate

Payroll change validation

Bank-account, rate and deduction changes checked against rules and verified before the run.

  1. Validate
  2. Follow up
  3. Execute
High riskValue highGuide

Payroll pre-run anomaly check

Each run compared with prior periods; unusual pay, hours and new payees flagged.

  1. Analyse history
  2. Monitor & alert
Medium riskValue mediumGuide

Policy & benefits answers

Employees' questions about policies and benefits answered from the handbook, with citations.

  1. Answer
Medium riskValue mediumGuide

Leave & accommodation cases

Leave and accommodation requests checked for completeness, routed and answered on time.

  1. Intake & extract
  2. Validate
  3. Route
  4. Draft
High riskValue mediumGuide

Candidate screening

Applications screened and ranked against the role.

  1. Validate
  2. Route
High riskValue mediumGuide

Offboarding checklist

Leavers' access removed, equipment returned and final pay set up, on time.

  1. Follow up
  2. Execute
Medium riskValue mediumGuide

IT & security 3

Service desk triage

IT requests classified, answered from the knowledge base or routed to the right person.

  1. Intake & extract
  2. Route
Low riskValue mediumGuide

Reported phishing triage

Emails staff report as suspicious checked and answered; real threats escalated.

  1. Intake & extract
  2. Validate
  3. Route
Low riskValue mediumGuide

Software licence review

Paid seats compared with real use; unused licences listed before renewal.

  1. Consolidate
  2. Analyse history
Low riskValue mediumGuide

Legal & contracts 4

Contract first-pass review

Incoming contracts checked against your playbook; risky clauses flagged with a suggested change.

  1. Intake & extract
  2. Validate
  3. Draft
Medium riskValue highTemplate

NDA review

NDAs checked against your standard; acceptable ones cleared, the rest marked up.

  1. Intake & extract
  2. Validate
Medium riskValue mediumGuide

Contract obligations & renewals

Obligations, notice periods and renewal dates pulled out of contracts and tracked.

  1. Intake & extract
  2. Monitor & alert
  3. Follow up
Medium riskValue mediumGuide

Privacy requests (access & deletion)

Requests to see or delete personal data verified, gathered across systems and answered on time.

  1. Intake & extract
  2. Consolidate
  3. Draft
Medium riskValue mediumGuide

Risk & compliance 1

Inventory & govern vendors' AI

Every AI agent your vendors have switched on, inventoried, chartered and monitored like your own.

  1. Monitor & alert
  2. Consolidate
Medium riskValue highGuide

Leadership & strategy 3

Process improvement scan

How your processes actually run, where they are slow or wasteful, and what to change first.

  1. Improve
Low riskValue highGuide

Weekly KPI digest

The week's numbers from every system in one page, with what changed and why.

  1. Consolidate
  2. Analyse history
  3. Draft
Low riskValue mediumGuide

Board & investor pack

The monthly or quarterly pack drafted from the books and the KPIs.

  1. Consolidate
  2. Draft
Medium riskValue mediumGuide

Also applies

Use cases from other industries that fit this one too.

Sales 1

Proposal drafting

First drafts of proposals and statements of work from the brief and past winning proposals.

  1. Research
  2. Draft
Medium riskValue mediumGuide

IT & security 1

Access review certification

Who has access to what, compared with their role; managers asked to confirm or remove.

  1. Consolidate
  2. Validate
  3. Follow up
Medium riskValue highGuide

Risk & compliance 2

Regulatory change monitoring

New rules and guidance watched; what changes for you summarised with the affected policies.

  1. Monitor & alert
  2. Research
Low riskValue mediumGuide

Policy Q&A with citations

Staff questions answered from internal policy and procedure, with the section cited.

  1. Answer
Medium riskValue mediumGuide