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Intelligent Automation

Automation, Assistants & Chatbots

Deploy AI automation with human-in-loop controls, auditability, and measurable ROI in 90 days.

What We Automate

Process Automation

Extraction, classification, reconciliation drafts, and exception handling with human approval on high-risk steps.

Assistants & Agents

System-aware agents for finance, ops, and support; route to humans on low confidence; log every step.

Chatbots & Triage

Safe FAQs and routing with citations; hand off to humans or assistants when confidence is low.

When to use what

Assistants vs Chatbots

  • Chatbots: FAQs with citations, first-touch triage, safe deflection.
  • Assistants/agents: system-aware workflows (recon, tickets, vendor comms) with approvals.
  • Human-in-loop: approve for finance, co-create for high-risk, sample for low-risk.

Controls

Compliance baked in.

  • In-region hosting; RBAC, SSO/MFA; KMS-managed secrets.
  • Audit logs: prompts/models/versioning; output watermarking.
  • Vendor allowlist with failover; red-team before launch and on updates.
90-day cadence

From Intake to Operate

  • Weeks 0-2: select 3–5 workflows; risk tiers; KPIs/payback target.
  • Weeks 2-6: build patterns (extraction, summarization, classification); QA with dual review.
  • Weeks 6-10: harden—red-team, failover model, runbooks, support training.
  • Weeks 10-12: operate—steering, ROI tracker, incident playbook.

ROI & Measurement

CFO-ready metrics.

  • Efficiency: hours removed, cycle-time delta.
  • Quality: error/appeal rate, rework.
  • Financial: payback days, margin impact.
  • Adoption: human-touch %, active users, opt-outs.
Book Consultation Check AI Readiness
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Human-in-loop validation
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