Business Automation AI for operations, finance and HR

Much of the work that keeps a business running is the same task done again and again: reading an inbox, retyping data, rebuilding a report, keying an invoice. It is slow, it pulls skilled people away from work that needs judgment, and every copy by hand is a chance for a mistake.

If several of these sound familiar, this is the right area to start in:

• Requests arrive by email and form, and someone has to read, sort and retype each one into another system.
• A shared inbox has no clear owner, so messages wait and never become tracked tasks.
• Weekly and monthly reports are rebuilt by hand from spreadsheets and several tools.
• Supplier invoices are keyed, matched and chased for approval one at a time.
• Overdue invoices wait until someone finds time to send reminders and update the records.
• Recruiters read every application by hand, and employees ask HR the same questions about leave and benefits.

The builds cover workflows, operations, finance and HR. Workflow automation moves data and requests between the tools you already use, with retries, error alerts and a run history for every execution. Operations builds pull updates from your team's tools and turn them into structured briefs with owners and deadlines. Finance builds reconcile document and ledger data against your rules and send exceptions to a queue for finance review. HR builds work from your policies, role definitions and templates.

Finance products support operational workflow only and do not give regulated financial, tax or investment advice. HR products produce criteria-based outputs for a reviewer to sign off, and final people decisions stay with your team.

• AI Email Triage: reads incoming email, classifies it, and routes it or drafts a response.
• AI Data Entry Automation: replaces manual copy-paste between systems with validated automated entry.
• AI Multi-Step Workflow Automation: automates an end-to-end business process across several systems, with AI decisions inside your approval rules.
• AI Invoice Intelligence and AI Accounts Receivable Agent: extract, validate and code supplier invoices, then track receivables, send reminders and reconcile payments.
• AI Daily Operations Agent: collects daily updates across teams and flags the issues that need attention, delivered by email, Slack or Teams.
• AI Resume Screening and AI Employee Onboarding: screen applications against role criteria into reviewer shortlists, and run new-hire checklists, documents and first-week guidance.

The scope is written before you pay. Each product page carries a Scope Card listing the connected systems, workflows, documents or metrics, testing, training and support included, with a fixed price and the fixed delivery time shown on each product.

Third-party costs, such as your automation platform, AI model usage and hosting, are billed to your own accounts, so you keep every provider relationship. Extra systems, channels, languages or workflows are available as add-ons. A custom requirements note at checkout gets you a written Change Quote before any extra work starts.

• Order: buy in the Store, or talk to an expert first if you are unsure which product fits.
• Intake: send access to each connected system, a description or screen recording of the current manual process, real sample inputs and the name of one decision-maker.
• Build: we configure the workflow, prompts and guardrails, connect the agreed systems and deploy to your environment.
• Test: we run the agreed tests on your own sample data, documents or history, and send you the test report.
• Review: you check the results and request changes within the agreed rounds.
• Launch and support: you get an admin guide, a recorded handoff session and a period of post-launch support, with an optional monthly maintenance plan after that.

Start with the team where manual work piles up, then match the size of the job: a single-workflow product for one repeated task, an agent for a process that crosses several systems and needs approvals, and a report or briefing for a question leadership asks every week.

If your accounting or hiring system is already chosen, look for the edition built for it. AI Invoice Intelligence and AI Accounts Payable Agent come in editions for QuickBooks, Xero, Zoho Books, NetSuite and Tally; AI Resume Screening in editions for Greenhouse, Lever, Workable and BambooHR; and AI Employee Onboarding in editions for BambooHR, Google Workspace and Microsoft 365. Industry editions adapt products to sectors such as logistics, manufacturing, construction, retail and hospitality.

If you want daily operations, reporting, procedures and decisions in one connected system, look at AI Business Operations OS. If nothing fits, talk to an expert and we will scope a custom build.

• One repeated task between a few tools: AI Form Processing, AI Spreadsheet Automation, or AI Zapier & Make Workflow Build if you already run Zapier or Make.
• A documented procedure that people follow step by step: AI SOP Generator to write it from recordings and notes, and AI SOP Execution Agent to run it and record completion.
• Supplier invoices and purchasing: AI Accounts Payable Agent for invoice intake, matching and approval routing, and AI Purchase Order Agent to create and track purchase orders from approved requests.
• Money owed to you: AI Accounts Receivable Agent, adding AI Collections Agent for policy-based follow-ups that log promises to pay.
• A regular view for leadership: AI Weekly Business Review, AI Executive Briefing or AI CFO Intelligence Dashboard.
• Hiring and employee questions: AI Interview Scheduling to coordinate candidates and panels, and AI Employee FAQ to answer questions about benefits, leave and processes.