Autonomous AI Agents for Backoffice Automation
Automating financial accuracy with autonomous invoice matching agents
The Challenge
A fintech firm managing invoice reconciliation for 200+ SMEs was overwhelmed with unstructured data. Human agents were manually matching invoices to POs, flagging anomalies, and chasing clients for clarifications—costing time, accuracy, and client satisfaction.
Our Approach
We designed an Autonomous Reconciliation Agent that handled:
- Ingestion of PDFs, emails, and spreadsheets from clients
- Cross-referencing invoices with internal PO systems using fuzzy logic
- Escalating unclear cases with suggested resolutions
- Generating audit trails and pushing updates to Tally and Zoho Books
We also gave the agent short-term memory to retain client-specific billing quirks and rules.
Stats
9→1 day backlog reduction
The Outcome
- Automated 85% of reconciliation volume with 97.6% accuracy
- Reduced backlog from 9 days to less than 24 hours
- Increased client satisfaction and shortened payment cycles
- Allowed human finance teams to focus on strategic exceptions, not data drudgery
A true behind-the-scenes operator—reliable, precise, and tireless.
Case Study
- All Posts
- AI Agents
- AI Chat Bot
- AI Kickstater
- Computer Vision
- Data Engineering
- Gen AI
- Machine Learning
Home AI Agent B2B SaaS Platform for HR Tech AI Agents That Empower Sales, Not Just Support Driving engagement and...
Home AI Agent Online EdTech Platform AI Teaching Assistants That Scale With Learners Scaling personalized learning through AI teaching assistants...
Home AI Chatbots BFSI – Conversational Banking Assistant AI Chatbot That Transformed Customer Support & Upselling Redefining customer banking journeys...
