Esteemed Customer (Finance Department)
Finance operations
Challenge
The finance team spent hours repeatedly reading documents and keying their data into systems.
What we did
- Built AI agents in Copilot Studio that read incoming documents
- Used Power Automate to feed the extracted data into the team's systems and build a searchable repository
- Copilot Studio
- Power Automate
- AI agents
Result
- documents processed every 24 hours
- 1,000+
- Repeated manual work removed for the finance department
- Documents processed automatically on a 24-hour cycle






