AI Advisory & Solutions

AI and Automation for Enterprise Operations.

We identify the right opportunities, build AI and automation into your existing systems, and support them in production.

From the first use case to long-term operations.

Built with the teams and technology that move work forward.

Clients

Aircraft Security logoAmerica's Charities logoAutomox logoBeacon Offshore Energy logoBHR Worldwide logoBrightfin logoCandela logoChannel Partners logoCrystal Geyser logoFam Brands logoIntuit Credit Karma logoLegend Bank logoLogisteed America logoMagnolia Health logoMorey's Piers logoMW Components logoQuantum logoRepublic Finance logoScience On Call logoUniversal Technical Institute logoAircraft Security logoAmerica's Charities logoAutomox logoBeacon Offshore Energy logoBHR Worldwide logoBrightfin logoCandela logoChannel Partners logoCrystal Geyser logoFam Brands logoIntuit Credit Karma logoLegend Bank logoLogisteed America logoMagnolia Health logoMorey's Piers logoMW Components logoQuantum logoRepublic Finance logoScience On Call logoUniversal Technical Institute logo

Technology ecosystem

Aisera logoAnthropic logoAutomation Anywhere logoMicrosoft logoOpenAI logoOutSystems logoSnowflake logoUiPath logoAisera logoAnthropic logoAutomation Anywhere logoMicrosoft logoOpenAI logoOutSystems logoSnowflake logoUiPath logo

Why Enterprise AI Initiatives Fall Short

01Fragmented dataDisconnected records leave AI without reliable context.

Connect and validate data across your business systems.

02Integration barriersIsolated tools cannot move work across your business.

Bring automation into the applications your teams already use.

03Validation gapsUnchecked outputs create more exceptions and rework.

Check business rules and route uncertain results for review.

04Control gapsUnclear ownership makes production harder to manage.

Define approvals, monitoring and accountable owners.

Insights

Explore our automation case studies.

Solutions

Explore Ready-to-Implement Solutions

Explore solutions
UCC Filing Automation

Simplify Filing Operations

Prepare UCC filings in all 50 states and reconcile attorney invoices.

Manage UCC filings across all 50 states and reconcile attorney invoices with less manual work.

  • Less Manual Work: Reduce repeated effort across filing preparation and invoice reconciliation.
  • Fewer Correction Cycles: Improve filing accuracy and reduce avoidable rework.
  • Faster Filing Turnaround: Keep filings moving from preparation through completion.

70%+ less effort | Same-day filings

EOB Processing

Accelerate Payment Posting

Process paper, PDF, and electronic EOBs for accurate payment posting.

Convert paper, PDF, and electronic EOB records into accurate payment postings with less manual entry.

  • Process Multiple Formats: Bring paper, PDF, and electronic EOB records into the payment posting workflow.
  • Reduce Manual Entry: Automate repetitive handling of payment information.
  • Improve Posting Accuracy: Reduce avoidable entry errors and the correction work they create.

95%+ auto-post rate | 80% less effort

Voice Agent

Expand Service Capacity

Handle inbound and outbound calls, complete routine requests, and route exceptions.

Handle routine inbound and outbound calls, resolve supported requests, and route complex calls to people.

  • Responsive Conversations: Keep supported call flows moving with low response delays.
  • Routine Request Handling: Help callers complete supported tasks through self-service.
  • Appropriate Human Handoffs: Escalate calls when requests need a person’s attention.

Under 400 ms latency | 92% self-service

Insurance Credentialing

Insurance Credentialing

Manage CAQH updates, payer enrollment, and provider re-credentialing.

Coordinate credentialing, CAQH updates, payer enrollment, and re-credentialing while keeping provider records aligned.

  • Coordinate Each Stage: Bring credentialing, enrollment, and re-credentialing work into one process.
  • Keep Records Current: Maintain alignment between CAQH updates and the wider credentialing workflow.
  • Shorten Processing Cycles: Reduce the time and follow-up effort required to complete credentialing work.

60% shorter cycle time | 100% CAQH sync

AP Invoicing

Process Vendor Invoices

Validate vendor invoices, route approvals, and post into existing systems.

Process vendor invoices through validation, approval, and posting across existing systems with fewer delays.

  • Reduce Manual Handling: Automate repetitive work across invoice intake and processing.
  • Streamline Invoice Approvals: Keep invoices moving through validation and approval stages.
  • Connect Existing Systems: Carry invoice information through to posting within your current environment.

85% touchless rate | 70% shorter cycle time

Multi-Platform Migration Accelerator

Migrate Legacy Automations

Evaluate legacy automations and migrate workflows to Automation 360.

Evaluate and migrate legacy automations to Automation 360 while improving workflows during the transition.

  • Evaluate Existing Automations: Establish a clear view of the automations included in the migration.
  • Reduce Migration Effort: Use the accelerator to move legacy automations to Automation 360 faster.
  • Improve During Migration: Address workflow improvement opportunities as part of the transition.

3× faster migration | 100% evaluation

Accounting Automation

Improve Financial Visibility

Match financial transactions, identify mismatches, and route exceptions for review.

Reconcile transactions across financial systems, identify mismatches, and route exceptions for review.

  • Automate Transaction Checks: Reduce repetitive comparison across financial records.
  • Identify Record Mismatches: Separate transaction differences for investigation.
  • Focus Exception Reviews: Route unresolved items to the appropriate reviewers.

90% less reconciliation time

Credit Card Compliance Automation

Automate Card Offers

Validate credit card offers against compliance, partner requirements, and SLAs.

Check credit card offers against compliance requirements, partner rules, and SLAs through continuous validation.

  • Check Applicable Requirements: Validate offer information against compliance and partner rules.
  • Monitor SLA Alignment: Include SLA requirements within the validation process.
  • Maintain Continuous Checks: Keep offer validation running beyond scheduled manual reviews.

99%+ validation accuracy | 24/7 coverage

Voices

Trusted when AI
has to work.

01 / 03

“They didn't pitch us. They built the agent and showed the eval scores.”

VP Operations, Top-10 US Bank

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