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Sales Order Purchase Order Financial Close Bank Reconciliation Outgoing Payments Customer Service
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Sales Order Automation Agent

Captures orders from email, WhatsApp, and web — validates customer, pricing, and inventory — and creates confirmed Sales Orders in Enterprise automatically.

Before AI
  • Order arrives via email or WhatsApp
  • Staff manually reads and interprets order
  • Customer details looked up in Enterprise
  • Pricing checked against price lists
  • Inventory availability verified manually
  • Sales Order created manually in Enterprise
  • Confirmation sent back to customer
After AI
  • Order captured from any channel automatically
  • AI parses order details with 99%+ accuracy
  • Customer validated against BP Master Data
  • Pricing verified against Enterprise price lists
  • Inventory checked in real-time
  • Sales Order created via Service Layer API
  • Confirmation sent automatically

Key Capabilities

  • Multi-channel order intake (email, WhatsApp, web forms)
  • Automatic customer validation against Enterprise BP Master
  • Real-time pricing verification
  • Inventory availability checking
  • Automatic Sales Order creation in Enterprise
  • Order confirmation notifications

Integration Touchpoints

Sales Orders Delivery Customer Master Down Payment Incoming Payments

Business Outcomes

90%
Reduction in order processing time
99%
Order accuracy rate
24/7
Order intake availability

Purchase Order Automation Agent

Reads vendor quotations and internal requisitions, validates against preferred suppliers and pricing rules, and auto-generates POs inside Enterprise.

Before AI
  • Vendor quotations received via email
  • Staff manually compares prices
  • Preferred supplier list checked manually
  • Purchase Order typed into Enterprise
  • Approval routed via email or paper
  • PO sent to vendor manually
After AI
  • Quotations parsed automatically from email
  • AI matches against preferred supplier database
  • Pricing validated against contracts
  • PO auto-generated via Service Layer API
  • Approval routed through defined workflow
  • PO sent to vendor automatically

Key Capabilities

  • Automated quotation parsing from email attachments
  • Preferred supplier matching and validation
  • Contract price verification
  • Automatic PO generation in Enterprise
  • Multi-level approval routing
  • Vendor notification and tracking

Integration Touchpoints

Purchase Quotations Approvals Purchase Orders Email to Vendor

Business Outcomes

85%
Reduction in PO processing time
100%
Preferred supplier compliance
0
Manual data entry errors

Monthly Financial Close Agent

Orchestrates the full end-of-month close sequence — period validation, accrual posting, reconciliation checks, and report generation — in a fraction of the time.

Before AI
  • Period locking checked manually
  • Accruals calculated in spreadsheets
  • Reconciliation performed department by department
  • Reports generated and compiled manually
  • Close takes 5-10 business days
After AI
  • Period status validated automatically
  • Accruals calculated and posted via API
  • Reconciliation checks run across all accounts
  • Reports generated and distributed automatically
  • Close completed in 1-2 business days

Key Capabilities

  • Automated period validation and locking
  • Accrual calculation and journal posting
  • Multi-account reconciliation checks
  • Financial report generation and distribution
  • Exception flagging for manual review
  • Close checklist tracking and status reporting

Integration Touchpoints

Journal Entries Account Balances Period Indicators Financial Reports

Business Outcomes

Faster monthly close cycle
95%
Reduction in manual calculations
100%
Audit trail compliance

Bank Reconciliation Agent

Pulls bank statements, matches transactions to Enterprise journal entries, flags discrepancies, and posts reconciliation records with zero manual effort.

Before AI
  • Bank statements downloaded manually
  • Transactions matched line by line
  • Discrepancies investigated manually
  • Reconciliation posted in Enterprise
  • Process takes 2-3 days per bank
After AI
  • Statements ingested automatically (PDF/CSV/API)
  • Transactions matched with 99%+ accuracy
  • Discrepancies flagged with context
  • Reconciliation posted via Service Layer API
  • Process completed in hours, not days

Key Capabilities

  • Multi-format statement ingestion (PDF, CSV, API)
  • Intelligent transaction matching algorithms
  • Automatic discrepancy flagging with root cause
  • Reconciliation journal posting in Enterprise
  • Multi-bank, multi-currency support
  • Reconciliation report generation

Integration Touchpoints

Journal Entries Bank Accounts Incoming Payments Outgoing Payments

Business Outcomes

99%
Transaction matching accuracy
90%
Time saved on reconciliation
0
Manual matching effort

Outgoing Payments Agent

Monitors AP aging, applies payment terms, batches due invoices, initiates payment runs in Enterprise, and notifies vendors — fully automated.

Before AI
  • AP aging report reviewed manually
  • Payment terms checked against each invoice
  • Payment batches prepared in spreadsheets
  • Payment run executed in Enterprise
  • Vendor notifications sent individually
After AI
  • AP aging monitored continuously
  • Payment terms applied automatically
  • Payment batches generated by rules
  • Payment run initiated via Service Layer API
  • Vendor notifications sent automatically

Key Capabilities

  • Continuous AP aging monitoring
  • Automated payment term application
  • Intelligent payment batching by vendor, currency, method
  • Payment run execution in Enterprise
  • Automated vendor payment notifications
  • Payment confirmation tracking

Integration Touchpoints

A/P Invoices Outgoing Payments BP Master Payment Terms

Business Outcomes

100%
On-time payment rate
80%
Reduction in payment processing time
0
Late payment penalties

Customer Service AI Agent

Handles order status queries, delivery ETAs, invoice requests, and complaints — pulling live data from Enterprise — without involving your ops team.

Before AI
  • Customer calls or emails with query
  • Staff logs into Enterprise to look up data
  • Information relayed back to customer
  • Complex queries escalated to specialists
  • Response times: hours to days
After AI
  • Customer contacts via WhatsApp or web
  • AI queries Enterprise in real-time
  • Instant, accurate response provided
  • Complex queries escalated with full context
  • Response times: seconds

Key Capabilities

  • Multi-channel support (WhatsApp, web chat, email)
  • Real-time Enterprise data querying
  • Order status, delivery ETA, invoice retrieval
  • Complaint logging and routing
  • Intelligent escalation to human agents
  • Conversation history and context retention

Integration Touchpoints

Sales Orders Deliveries A/R Invoices BP Master

Business Outcomes

70%
Reduction in support tickets
<30s
Average response time
24/7
Customer support availability

Subcontractor Invoice Processing Agent

Receives subcontractor invoices, extracts line items and retention amounts, matches against approved BOQs, and posts to your ERP — eliminating manual data entry across every active project.

Before AI
  • Invoice arrives by email or paper scan
  • Staff manually keys line items and amounts
  • BOQ checked against spreadsheets
  • Retention and variation amounts calculated manually
  • Invoice coded to project and cost centre by hand
  • Entry posted in ERP after approval
  • Process repeated for every subcontractor, every month
After AI
  • Invoice captured from email or upload automatically
  • AI extracts line items, retention, and variation references
  • Matched against approved BOQ in real time
  • Discrepancies and overbillings flagged immediately
  • Cost codes applied automatically by project rules
  • Posted to ERP via API upon approval
  • Full audit trail recorded end to end

Key Capabilities

  • Multi-format invoice ingestion (PDF, scanned, email attachment)
  • AI extraction of line items, retention, and variation references
  • Automated BOQ matching and tolerance checking
  • Discrepancy flagging with root cause detail
  • Project and cost centre code auto-assignment
  • ERP posting via API with supporting document attachment

Integration Touchpoints

AP Invoices Purchase Orders Project Codes Goods Receipt

Business Outcomes

85%
Reduction in invoice processing time
99%
Data extraction accuracy
0
Manual data entry errors

Purchase Order Automation Agent

Reads supplier quotations, validates pricing against pre-approved rate schedules, and auto-generates purchase orders with the correct project cost codes — removing procurement bottlenecks on active sites.

Before AI
  • Supplier quotation received by email
  • Staff manually compares pricing against rate schedule
  • Project manager confirms scope and budget
  • PO typed manually into ERP
  • Approval routed by email or paper
  • PO sent to supplier by hand
  • No automatic link to project budget
After AI
  • Quotation parsed automatically from email or upload
  • AI validates line pricing against approved rate schedules
  • Budget availability checked against project codes
  • PO auto-generated with correct cost centre mapping
  • Approval workflow triggered automatically
  • PO dispatched to supplier on approval
  • Committed cost reflected in project budget immediately

Key Capabilities

  • Automated quotation parsing from email and PDF
  • Rate schedule validation and price deviation flagging
  • Project budget availability checking
  • Automatic PO generation with cost code mapping
  • Multi-level approval routing by value and project
  • Supplier notification and delivery tracking

Integration Touchpoints

Purchase Quotations Purchase Orders Project Budgets Vendor Master

Business Outcomes

80%
Reduction in PO processing time
100%
Rate schedule compliance
0
Budget coding errors

Compliance Document Tracker Agent

Monitors subcontractor and supplier compliance documents — insurance certificates, trade licences, and safety certifications — and flags expiries before they create site or contract risk.

Before AI
  • Documents collected manually at onboarding
  • Expiry dates tracked in spreadsheets
  • Reminder emails sent manually or forgotten
  • Expired certificates discovered during audits
  • Project delays caused by non-compliant subcontractors
  • No centralised visibility across the supply chain
After AI
  • Documents ingested and indexed automatically
  • AI extracts expiry dates, licence numbers, and coverage limits
  • Expiry alerts triggered automatically at configurable lead times
  • Non-compliant suppliers flagged before mobilisation
  • Compliance dashboard updated in real time
  • Audit-ready records maintained with zero manual effort

Key Capabilities

  • Automated document ingestion from email and portal upload
  • AI extraction of expiry dates, licence numbers, and insured values
  • Configurable expiry alert workflows by document type
  • Subcontractor compliance scoring and dashboard
  • Escalation routing for unresolved non-compliance
  • Audit-ready document archive with version history

Integration Touchpoints

Vendor Master Project Assignments Approval Workflows Document Archive

Business Outcomes

100%
Compliance visibility across supply chain
0
Expired certificates on site
90%
Reduction in compliance admin time

Insurance Claims Processing Agent

Extracts patient, procedure, and coding data from claim forms, validates against payer requirements, and submits structured claims to your billing system — reducing rejections and accelerating reimbursement.

Before AI
  • Claim form received from treating department
  • Staff manually transcribes patient and procedure data
  • Coding checked against payer requirements by hand
  • Missing or incorrect information discovered at submission
  • Claim rejected and manually corrected
  • Resubmission delayed by days or weeks
  • Finance team chases outstanding reimbursements
After AI
  • Claim document ingested automatically on receipt
  • AI extracts patient demographics, diagnosis codes, and procedures
  • Validated against payer-specific requirements before submission
  • Missing or mismatched fields flagged prior to sending
  • Clean claim submitted to billing system via API
  • Rejection rate drops significantly from day one
  • Reimbursement timeline compressed to days

Key Capabilities

  • Multi-format claim ingestion (PDF, scanned, electronic)
  • AI extraction of ICD, CPT, and diagnosis codes
  • Payer-specific validation rules engine
  • Pre-submission error flagging and correction workflow
  • Automated submission to billing system via API
  • Claim status tracking and reimbursement reporting

Integration Touchpoints

Patient Records Billing System Payer Portals AR Ledger

Business Outcomes

60%
Reduction in claim rejection rate
Faster reimbursement cycle
95%
Reduction in manual coding effort

Medical Supply Procurement Agent

Automates purchase orders for consumables and equipment by reading supplier delivery notes, matching against approved vendor lists, and posting receipts against open POs — maintaining accurate stock without manual intervention.

Before AI
  • Stock levels monitored manually by stores staff
  • Reorder requests raised by email or paper requisition
  • Preferred vendor checked against approved list manually
  • PO created and typed into system by purchasing team
  • Delivery note matched against PO by hand on arrival
  • Goods receipt posted manually in system
  • Discrepancies investigated retrospectively
After AI
  • Stock levels monitored continuously against reorder points
  • Reorder triggered automatically when threshold reached
  • Preferred vendor selected from approved list by AI
  • PO generated and dispatched without manual input
  • Delivery note matched against PO automatically on receipt
  • Goods receipt posted via API immediately
  • Discrepancies flagged in real time with supporting data

Key Capabilities

  • Continuous stock level monitoring and reorder point tracking
  • Automated PO generation against approved vendor list
  • Delivery note extraction and PO matching
  • Three-way matching (PO, goods receipt, invoice)
  • Discrepancy flagging with supplier notification
  • Procurement analytics and spend reporting

Integration Touchpoints

Inventory Master Purchase Orders Goods Receipt AP Invoices

Business Outcomes

85%
Reduction in procurement processing time
100%
Approved vendor compliance
0
Stockout events from missed reorders

Accounts Payable Automation Agent

Processes invoices from suppliers, facilities contractors, and service providers — extracting amounts, tax references, and payment terms — and routes for approval or direct posting, keeping your AP ledger current with zero manual keying.

Before AI
  • Invoice received by email or post
  • Staff manually keys invoice data into system
  • GL code and cost centre assigned by hand
  • Invoice routed for approval by email
  • Approval status tracked manually
  • Payment run prepared from spreadsheet
  • Ledger updated after payment only
After AI
  • Invoice captured automatically from email or upload
  • AI extracts vendor, amount, VAT, and payment terms
  • GL code and cost centre assigned automatically by rules
  • Approval workflow triggered based on value and category
  • Approved invoices posted to ledger via API
  • Due dates monitored for payment run inclusion
  • Ledger reflects liability in real time

Key Capabilities

  • Automated invoice capture from email and document portals
  • AI extraction of vendor details, line items, VAT, and payment terms
  • Automatic GL coding by vendor and spend category
  • Multi-level approval routing by value threshold
  • Straight-through posting for pre-approved vendor categories
  • AP aging dashboard and payment run preparation

Integration Touchpoints

AP Invoices Vendor Master GL Accounts Outgoing Payments

Business Outcomes

90%
Reduction in invoice processing time
99%
Data extraction accuracy
0
Duplicate or missed payments

Field Ticket Processing Agent

Captures daily field service tickets and equipment usage reports, extracts billable items and personnel hours, and posts them to your project accounting system — giving finance real-time cost visibility without waiting for manual entry.

Before AI
  • Field technician submits paper or PDF ticket
  • Back-office staff manually transcribes hours and equipment
  • Billable items checked against contract rates by hand
  • Ticket batched with others for end-of-week entry
  • Project cost posted days after work is done
  • Finance chases field supervisors for missing tickets
  • Billing disputes arise from data entry errors
After AI
  • Ticket submitted digitally or uploaded as PDF
  • AI extracts personnel, hours, equipment, and materials
  • Billable items validated against contract rate card
  • Exceptions flagged immediately for field supervisor sign-off
  • Cost posted to project accounting system same day
  • Missing tickets identified and chased automatically
  • Billing pack generated directly from posted data

Key Capabilities

  • Multi-format ticket ingestion (PDF, photo scan, digital form)
  • AI extraction of personnel hours, equipment usage, and materials
  • Contract rate card validation and billable value calculation
  • Automatic posting to project cost centres
  • Exception flagging and field supervisor approval workflow
  • Billing pack generation and client invoice preparation

Integration Touchpoints

Project Cost Centres Purchase Orders AP Invoices Contract Register

Business Outcomes

Same day
Cost visibility vs. weekly lag
90%
Reduction in back-office processing time
0
Billing disputes from data entry errors

Vendor Invoice Matching Agent

Processes high-volume invoices from drilling contractors, oilfield service companies, and logistics providers — matching line items against POs and goods receipts before routing for approval or straight-through posting.

Before AI
  • Invoice received from oilfield service vendor
  • Staff manually locates matching PO in system
  • Line items compared against PO by hand
  • Goods receipt checked separately
  • Discrepancies emailed to vendor or operations team
  • Approved invoices queued for manual posting
  • Month-end AP accruals built from outstanding queue
After AI
  • Invoice ingested automatically on receipt
  • AI matches to PO by vendor, value, and reference
  • Three-way match executed against PO and goods receipt
  • Matched invoices routed for approval or posted straight through
  • Discrepancies flagged with line-level detail for resolution
  • AP ledger updated in real time
  • Accrual report generated automatically from unmatched items

Key Capabilities

  • Automated invoice capture from email and vendor portals
  • AI-driven PO matching by vendor, value, and reference number
  • Three-way matching against PO and goods receipt
  • Configurable tolerance rules for partial matches
  • Discrepancy workflow with vendor communication
  • Straight-through posting for fully matched invoices

Integration Touchpoints

Purchase Orders Goods Receipt AP Invoices Vendor Master

Business Outcomes

80%
Straight-through processing rate
95%
Reduction in manual matching effort
Real time
AP ledger accuracy vs. batch updates

Inspection & Certification Tracking Agent

Ingests inspection reports, equipment certificates, and regulatory filings — extracting key dates, asset references, and compliance statuses — and flags upcoming renewals before they create operational or regulatory exposure.

Before AI
  • Certificates stored in folders or email threads
  • Expiry dates tracked in spreadsheets maintained by individuals
  • Reminders sent manually or missed entirely
  • Expired certificates discovered during audits or incidents
  • Regulatory filing deadlines missed due to lack of visibility
  • No consolidated view of asset compliance status
After AI
  • Certificates ingested and indexed automatically on receipt
  • AI extracts asset ID, certificate type, issuer, and expiry date
  • Renewal alerts triggered automatically at defined lead times
  • Overdue items escalated through defined approval chain
  • Asset compliance dashboard updated continuously
  • Audit pack generated on demand with full certificate history

Key Capabilities

  • Automated certificate ingestion from email, upload, and inspection portals
  • AI extraction of asset ID, certificate type, issuer, and validity dates
  • Configurable renewal alert schedule by certificate category
  • Escalation workflow for unresolved expiries
  • Asset-level compliance dashboard with drill-down
  • On-demand audit pack and regulatory report generation

Integration Touchpoints

Asset Register Maintenance Orders Vendor Master Document Archive

Business Outcomes

100%
Asset compliance visibility
0
Missed certificate renewals
90%
Reduction in compliance admin time

Loan Document Processing Agent

Extracts borrower data, facility terms, collateral details, and covenant information from loan agreements and credit files — structuring them for ingestion into your core banking or CRM system and compressing deal onboarding from days to hours.

Before AI
  • Loan agreement received as PDF or physical document
  • Analyst manually reads and transcribes key terms
  • Facility details entered into core banking system by hand
  • Collateral schedule reviewed and re-keyed separately
  • Covenant conditions tracked in spreadsheets
  • Errors introduced through manual transcription
  • Onboarding process takes 3–5 business days per deal
After AI
  • Loan document ingested automatically on upload
  • AI extracts borrower, facility amount, tenor, rate, and covenants
  • Structured data validated against credit approval memo
  • Core banking and CRM records created via API
  • Collateral schedule linked to asset register automatically
  • Covenant monitoring set up from extracted conditions
  • Onboarding completed within hours of document receipt

Key Capabilities

  • Multi-format document ingestion (PDF, scanned, digital)
  • AI extraction of borrower identity, facility terms, and covenants
  • Validation against credit approval memo and policy rules
  • Core banking and CRM record creation via API
  • Collateral and security document indexing
  • Automated covenant monitoring schedule setup

Integration Touchpoints

Core Banking System CRM Collateral Register Credit Files

Business Outcomes

10×
Faster deal onboarding
99%
Data extraction accuracy
0
Manual transcription errors

KYC & Onboarding Automation Agent

Processes identity documents, trade licences, financial statements, and beneficial ownership declarations — validating completeness, flagging missing items, and populating onboarding records — so compliance teams spend time on decisions, not document chasing.

Before AI
  • Onboarding documents received by email or courier
  • Compliance officer manually reviews each document
  • Missing items identified and chased individually
  • Data transcribed into onboarding system by hand
  • Beneficial ownership structure mapped manually
  • Risk rating assigned after all documents reviewed
  • Process takes 5–15 business days per client
After AI
  • Documents submitted via secure portal or email
  • AI classifies, extracts, and validates each document type
  • Completeness check run against required document list
  • Missing or expired documents flagged and chased automatically
  • Structured data populated into onboarding system via API
  • Beneficial ownership graph built from extracted filings
  • Compliance officer reviews exceptions only — not every document

Key Capabilities

  • Automated document classification and data extraction
  • Completeness validation against configurable checklist by entity type
  • Automated missing document follow-up workflow
  • Beneficial ownership extraction from corporate filings
  • Onboarding system population via API
  • Risk indicator flagging for compliance officer review

Integration Touchpoints

Onboarding System CRM Compliance Platform Document Archive

Business Outcomes

70%
Reduction in onboarding cycle time
100%
Document completeness before review
0
Documents missed by manual review

Accounts Payable & Expense Processing Agent

Automates the capture and posting of operational invoices, vendor bills, and staff expense claims — extracting amounts, cost centre codes, and VAT details — keeping the back-office ledger current without manual data entry.

Before AI
  • Invoices and expense claims arrive by email or paper
  • Finance staff manually keys data into accounting system
  • Cost centre and GL codes assigned by hand
  • Approval routed via email with no tracking
  • Duplicate payments made due to manual processing
  • VAT amounts re-calculated and re-entered manually
  • Month-end accruals built from outstanding items in an inbox
After AI
  • Invoices and expenses captured automatically from email
  • AI extracts vendor, amount, VAT, and payment terms
  • Cost centre and GL codes assigned by predefined rules
  • Approval workflow triggered automatically with full context
  • Duplicate detection run before posting
  • VAT amounts extracted and validated automatically
  • Accrual report generated from unposted items in real time

Key Capabilities

  • Automated invoice and expense capture from email and upload
  • AI extraction of vendor details, amounts, VAT, and payment terms
  • Automatic GL and cost centre coding by rules engine
  • Multi-level approval workflow with escalation
  • Duplicate invoice detection before posting
  • Real-time AP aging and accrual reporting

Integration Touchpoints

AP Invoices GL Accounts Vendor Master Outgoing Payments

Business Outcomes

90%
Reduction in processing time
100%
Duplicate payment prevention
0
Manual keying errors

Manual Process vs Qawsayn Agent

Manual Process
  • Processing Time 15-30 minutes per order
  • Availability Business hours only
  • Error Rate 5-10% (typos, wrong pricing)
  • Scalability Limited by staff capacity
  • Customer Response Hours to days
AI Powered
Qawsayn AI Agent
  • Processing Time Under 30 seconds
  • Availability 24/7, 365 days
  • Error Rate Less than 1%
  • Scalability Unlimited concurrent orders
  • Customer Response Instant confirmation

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