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Case Study · A financial-services group

Automating the back office of a financial group

Agentic and document AI streamlined HR, payroll and operational paperwork across the group, cutting manual handoffs.

Delivered with our partner network

Fewer

Manual handoffs

Faster

Payroll cycles

One

Audit trail

The challenge

Back-office teams across the group ran HR, payroll and operations on manual, paper-heavy processes, with data re-keyed between systems and long approval chains.

The effort was slow, error-prone and hard to audit as the group grew.

What we built

Delivered with our partner network, an agentic workflow layer coordinated HR, payroll and operations tasks with human sign-off, while document AI extracted and validated data from forms and statements automatically.

Approvals and actions were captured in a single, tamper-evident trail.

The results

Routine paperwork moved through with fewer manual handoffs and faster payroll cycles, and every action left a clean audit trail — freeing staff for higher-value work.