Case study
Faster finance exception handling, with a full audit trail
A finance team cut time spent on reconciliation exceptions by having AI prepare each case for review before anyone makes a change.
- Time per exception
- 41% faster
- Cases AI helps prepare
- 72%
- System changes
- Always human-approved
Exception queues grew faster than the team. Analysts spent hours collecting context from ERP, bank feeds, and email before they could decide what to do.
Controls first
Every suggestion includes a reason and links to source documents. Nothing posts without an analyst action. That rule shaped the design from day one.
How the team runs it
We also set queue targets, a simple way to group exception types, and a weekly quality review so the system improves instead of drifting.
Results
Much less time spent per exception
Clearer case notes for audit review
A defined path for high-risk items that need escalation
Related work & services
service
Workflow Automation
Automate approvals, handoffs, and exceptions, with clear ownership and monitoring.
service
AI Agents
AI agents that do real work in your systems, with guardrails, not demo scripts.
industry
Finance
Controls-aware automation for risk, operations, and customer workflows in financial services.