Read-only finance agent with reviewed write-back
A finance team drowning in reconciliations across two ERPs and a spreadsheet sprawl. They wanted an agent that could surface exceptions without taking action.
What we'd ship
A read-only diagnosis agent that flags reconciliation breaks, drafts journal entries, and queues them for a finance manager to approve. Audit log on every read and every draft. Write-back only via human-approved actions.
Timeline·Four weeks scoped, shipped, and reviewed.
Call follow-up agent with handoff rules
A B2B sales team where post-call CRM hygiene was inconsistent and follow-ups slipped through the gaps.
What we'd ship
An agent that listens to recorded calls, drafts CRM updates and follow-up sequences, and queues them in a rep-approval inbox. Anything mentioning pricing or contract scope is escalated immediately. Anything routine is one-click approved.
Timeline·Three weeks to a controlled rollout across two reps before scaling.
Internal knowledge agent grounded in approved documents
An operations team needed a way for staff to query internal SOPs without sending sensitive material to public chat tools.
What we'd ship
An agent grounded in approved policy docs and runbooks, with explicit source citations on every answer, refusal patterns for off-corpus questions, and an audit log a head of compliance could sign off on.
Timeline·Six weeks including the corpus review and access controls.