Finance Use Cases

Eliminate data entry, reduce errors, and improve reporting around KYC

No more chair-swiveling between systems.

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usecase-eliminate-data-entry-reduce-errors-and-improve-reporting-around-kyc 

More Finance Use Cases

A woman ponders more efficient email processing

Make email processing more efficient

Daily worldwide email processing has increased steadily, with …

usecase-support-contact-center-agents-with-better-data

Support contact center agents with better data

A smoother handoff between teams means sales managers …

usecase-eliminate-data-entry-reduce-errors-and-improve-reporting-around-kyc 

Eliminate data entry, reduce errors, and improve reporting around KYC

No more chair-swiveling between systems.

Intent detection and NLP

Invoice processing and approval automation

Invoice processing is a laborious and time-consuming process.

usecase-speed-up-processing-gdpr-subject-access-requests

Speed up processing GDPR Subject Access Requests

Any company dealing with European citizens’ data can …

usecase-automate-weekly-sales-commission-documents

Automate weekly sales commission documents

Don’t make salespeople do extra data entry.

usecase-process-sepa-direct-debit-forms-faster-more-accurately

Process SEPA direct debit forms faster, more accurately

The forms are critical for any company doing …

usecase-extract-information-from-auto-documents

Extract information from auto documents

From car titles to loan documents, our data …

two people looking at paper discussing handwriting recognition

Translate text into usable data with handwriting recognition

Discover how Automation Hero translates text into usable …

usecase-classify-documents

Classify documents with intelligent character recognition

Classify documents with intelligent character recognition.

Call center automation

Automate repetitive call center processes

Give your call center an efficiency boost.

Automated scheduling for meetings

Schedule meetings automatically

Reduce the time it takes to confirm appointments.

This photo shows CRM automation.

Speed up CRM data entry

Increase team productivity and revenue with CRM automation.

Sales conversion rate

Improve sales conversion rates

Augment decision-making and see an uplift in revenue.

Automate repetitive tasks

Automate common customer requests

Automate proper next steps based on the intent.

Data extraction

Gain business insight from data extraction

Pull data from sources to populate forms.

See customer insights in real time

See customer insights in real time

Pull customer information in the moment.

usecase-detect-intent-in-emails-1

Detect intent in emails

Identify intent and route to the appropriate person.

upsell and cross-sell mortgage loans

Find mortgage cross selling and upselling opportunities

Detect customers with home-buying behavior.

CRM data entry

Maintain database quality

Increase the accuracy and reliability of customer data.


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