Finance
Money in, money out, and a close that doesn't take a week.
Finance is one of the highest-leverage domains — most of what happens between an order and cash in the bank is repeatable, and most of what happens after is reporting someone still does by hand.
Other typical workflows in this domain: procure-to-pay, month-end close & reporting, and payroll processing.
Sample workflow: Order-to-cash
Automation = deterministic, rule-based. AI = judgement at the step level — drafting, scoring, matching. Human = decision, relationship, or anything that sets a precedent.
01Order handoff
AutomationSigned order passed through with billing data.
02Account setup
AutomationCustomer record and terms set up.
03Billing confirmation
AutomationBillable events confirmed.
04Invoicing
AutomationInvoice generated and issued promptly.
05Delivery
AutomationInvoice delivered via the required channel.
06Tracking
AutomationPayment tracked, aged debt kept current.
07Dunning
AutomationStructured dunning sequence run.
08Escalation
HumanPersistent non-payment escalated.
09Disputes
AIDisputed invoices logged and routed.
10Allocation
AICash received and allocated correctly.
11Credit review
HumanCredit terms reviewed for late payers.
12Reporting
AutomationDSO and collections reported monthly.