Challenge
High volumes of invoice exceptions required analysts to swivel-chair across ERP, email, and ticketing — slowing close and increasing error risk.
Approach
We mapped exception classes, defined policy guardrails, and built a phased rollout starting with read-only copilots before closed-loop actions.
Solution
An agentic workflow with tool use into ERP and case systems, retrieval over policy documents, and evaluation harnesses for precision/recall monitoring.
Outcomes
- Lower mean time to resolve for top exception categories
- Documented decision traces for audit and compliance review
- Extensible toolkits for new finance workflows
Technology
Capabilities
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