Use Cases

Identity Verification


Identity Verification:


Speed up applicants' identity verification through submitted documentation and data. Streamline Customer Identification Program (CIP) requirements for faster customer on-boarding

Mortgage Income Verification


Mortgage Income Verification:


Manage spikes in mortage activities by automating the tedious income verification process and improve your customer satisfaction and retention.

Mortgage Insurance Updates


Mortgage Insurance Updates:


Stremline changes in insurance policies, policy updates, and policy cancellations by automating documentation that must be accepted, routed, interpreted, and associated with the right.

Invoice Data Entry


Invoice Data Entry:


Streamline the Accounts Payable process by collecting fields from invoice documents in a variety of layouts and structuring them for entry into a system of record.

Expense Validation


Expense Validation:


Automate expense validation end-to-end, including receiving, reviewing, and (if needed) re-routing an employee's expense report to the approve, then issuing and confirming payment.

Journal Entry


Journal Entry:


Automate journal entry into an accounting system/journal system after proprietary payments, including for vendors, real estate, invoices, etc., to significantly speed up the process, improve accuracy.

Claims Appeal Handling


Claims Appeal Handling:


Route information to the right queue, while flagging exceptions and unusual cases for follow-up by your teams.

Loss Run Report Processing


Loss Run Report Processing:


Cut processing time in half and enable your teams to build faster, more accurate policies for customers.

Purchase Order Invoice Validation


Purchase Order Invoice Validation:


Match invoices to purchase orders to reduce or eliminate invoice approval times, and ensures correct financial coding.

Expense Validation


Expense Validation:


Automate expense validation end-to-end, including receiving, reviewing, and (if needed) re-routing an employee's expense report to the approve, then issuing and confirming payment.

Journal Entry


Journal Entry:


Automate journal entry into an accounting system/journal system after proprietary payments, including for vendors, real estate, invoices, etc., to significantly speed up the process, improve accuracy.

Invoice Data Entry


Invoice Data Entry:


Streamline the Accounts Payable process by collecting fields from invoice documents in a variety of layouts and structuring them for entry into a system of record.

Price Matching


Price Matching:


Automate customer price matching to confirm competitive prices on products using online searches.

Stock Tracking


Stock Tracking:


Pull together data from telematic technology to track items and accurately update their status for improved visibility along the supply chain.

Product Status Updates


Product Status Updates:


Send confirmation to customers about their order and let them know when their items are ready to be collected.

Reporting


Reporting:


Get the right information to the right teams at the right time to ensure optimal outcomes. Receive timely insight reports to enable fast action.

Order Cancellations


Order Cancellations:


Automatically cancel orders quicly where fraud is suspected to minimize the risk of orders being shipped through any delay in action.

Customer Returns


Customer Returns:


Minimize the risk of transcription error, reduce the call duration and ensure customers receive the best experience.

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