Finance Operations Automation - Working Demo

Want to try it yourself? Book a 30-minute demo session →

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Overview

See our Process Automation Agent in action for Finance Operations. This working implementation demonstrates how 3 specialized AI agents orchestrate to automate invoice processing, email responses, and research synthesis - achieving 70-90% automation rates.

What You'll See:

• ✅ Invoice PDF extraction and validation (Agent 1)
• ✅ Email classification and auto-response (Agent 2)
• ✅ Research report generation from multiple sources (Agent 3)
• ✅ Analytics dashboard with ROI metrics
• ✅ Business intelligence and cost analysis

Developer? See the Technical Implementation Guide → for code examples and architecture deep-dive.

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Demo Interface

Main Dashboard

6 Professional Tabs:

1. 📄 Invoice Processing
2. 📧 Email Automation
3. 🔍 Research & Export
4. 📊 Performance Dashboard
5. 💼 Business Intelligence
6. ⚙️ Platform Status

All powered by the RecoAgent GradioAppTemplate for consistent professional UI.

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Agent Demonstrations

Agent 1: Invoice Processing

What This Does:

Automates the entire Accounts Payable workflow:

Upload → Extract → Validate → Route → Approve

Example Workflow:

Input: PDF invoice from "Office Supplies Inc"

Extraction (pdfplumber):

✓ Vendor: Office Supplies Inc
✓ Amount: $850.00
✓ Invoice #: INV-2025-001234
✓ Date: 2025-01-15
✓ Due Date: 2025-02-14
✓ Line Items: 
  - Paper (500 sheets): $350
  - Toner cartridges (2): $400
  - Pens (box of 50): $100

Validation (Business Rules):

✓ Amount: $850 < $1,000 threshold
✓ Vendor: In trusted list (Office Supplies Inc)
✓ Date: Valid (within 30 days)
✓ Duplicate check: No match found
✓ Format: All required fields present

Routing Decision:

DECISION: AUTO-APPROVE ✅

Reason:
• Amount below threshold ($850 < $1,000)
• Trusted vendor
• All validations passed

Next Steps:
• Payment scheduled: 2025-01-29
• Notification sent to AP team
• Added to audit trail

Business Impact:

• Processing Time: 5 minutes → 30 seconds (90% faster)
• Auto-Approval Rate: 70%
• Savings: $4-8K/month

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Agent 2: Email Automation

What This Does:

Automates customer service email workflows:

Receive → Classify → Draft → Review → Send

Example Email:

Incoming Email:

From: vendor@supplier.com
Subject: Payment Status Inquiry

Hi,

Can you please let me know when Invoice #12345 will be paid?
We submitted it on Dec 15 and haven't received payment yet.

Thanks,
John

Classification:

Category: Billing Inquiry (95% confidence)
Priority: Medium
Sentiment: Neutral
Auto-Send: Yes (low-risk category)

Generated Response:

Subject: Re: Payment Status Inquiry - Invoice #12345

Hi John,

Thank you for your inquiry about Invoice #12345.

Our records show:
• Invoice received: December 15, 2024
• Payment scheduled: January 29, 2025
• Amount: $1,245.00
• Payment method: ACH transfer

You'll receive confirmation via email once the payment 
is processed. This typically occurs on the scheduled date.

If you have any questions or need to update payment details,
please contact our AP team:
• Email: ap@company.com
• Phone: (555) 123-4567

Best regards,
Finance Team

Decision: AUTO-SEND ✅ (low-risk billing inquiry)

Business Impact:

• Response Time: 2 hours → 2 minutes (95% faster)
• Auto-Send Rate: 75%
• Savings: $12K/month

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Agent 3: Research & Reports

What This Does:

Generates comprehensive research reports from multiple sources:

Question → Decompose → Gather → Synthesize → Format → Export

Example Research:

Question:

"What is our policy on vendor payment terms and late fees?"

System Process:

1. Task Decomposition (AI Planning):

   Main question broken into sub-questions:
   1. What are standard payment terms?
   2. What is the late fee structure?
   3. What are exceptions to standard terms?
   4. Who can approve exceptions?

2. Multi-Source Gathering:

   Knowledge Base Search (95% confidence):
   ✓ Vendor Payment Policy.pdf
   ✓ AP Procedures Manual.pdf
   ✓ Finance Policy Handbook.pdf

3. Information Synthesis:

   • LLM combines findings
   • Resolves conflicts
   • Generates insights

4. Formatted Report:

   # Vendor Payment Terms & Late Fee Policy
   
   ## Standard Payment Terms
   
   Our standard payment terms for all vendors:
   
   - **Net 30**: Payment due 30 days from invoice date
   - **Net 60**: Available for approved vendors only
   - **Immediate**: Required for COD purchases
   
   Early payment discount: 2% if paid within 10 days (2/10 Net 30)
   
   ## Late Fee Structure
   
   Late fees apply when payment exceeds due date:
   
   - **First 30 days late**: 1.5% monthly (18% APR)
   - **31-60 days late**: 2% monthly (24% APR)
   - **Over 60 days**: Account review + potential suspension
   
   Maximum late fee: $500 per invoice
   
   ## Exceptions Process
   
   Extended terms may be approved for:
   - Large purchases (>$25,000)
   - Strategic vendors
   - Special circumstances
   
   **Approval Required:**
   - $1K-10K: Finance Manager
   - $10K-50K: Finance Director  
   - $50K+: CFO
   
   ## Implementation
   
   All payment terms must be:
   1. Documented in vendor contract
   2. Entered in accounting system
   3. Approved per above thresholds
   
   ---
   
   **Sources:**
   - Vendor Payment Policy (Section 2.1-2.4)
   - AP Procedures Manual (Section 4.2)
   - Finance Policy Handbook (Section 7)
   
   **Report generated**: 2025-01-14 10:30 AM
   **Confidence**: 95%
   **Processing time**: 45 seconds

5. Export Options:

   • ✅ Markdown (.md)
   • ✅ HTML (.html)
   • ⏳ PDF (planned)
   • ⏳ DOCX (planned)

Business Impact:

• Research Time: 5 hours → 5 minutes (95% faster)
• Quality: 95% confidence with citations
• Savings: $15K/month value

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System Architecture

Three specialized agents orchestrated by LangGraph, sharing common RecoAgent platform infrastructure:

• 📄 Agent 1: Invoice Processing (PDF → Extraction → Validation → Approval)
• 📧 Agent 2: Email Automation (Classification → RAG Response → Auto-Send)
• 🔍 Agent 3: Research & Reports (Multi-Source → Synthesis → Export)

All integrated with 4 RecoAgent platforms: Chatbot, Document Search, Analytics, and Security.

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Analytics Dashboard

Real-Time Metrics

KPI Gauges:

• Total Automations: 1,847
• Hours Saved: 892 hours
• Cost Savings: $67,420
• Average Accuracy: 89%

Trend Charts:

• Weekly automation volume (line chart)
• Agent comparison (bar chart - Invoice vs Email vs Research)
• Distribution charts (vendors, email categories)
• 6-week historical trends

Business Intelligence

ROI Calculator:

• Interactive inputs (adjust for your scenario)
• Real-time calculation
• 5-year projections
• Break-even analysis

Usage Insights:

• Peak automation times
• Adoption trends
• Team satisfaction scores
• Process efficiency metrics

Cost Analysis:

• Token usage breakdown
• Cost per automation
• Groq free tier tracking
• Budget optimization tips

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Performance Metrics

Agent-by-Agent Results

Agent	Automation Rate	Time Savings	Cost Savings	Accuracy
Invoice	70%	80%	$4-8K/month	95%
Email	75%	95%	$12K/month	92%
Research	90%	95%	$15K/month	95%
Overall	70-90%	80-95%	$31-35K/month	94% avg

Annual Savings: $372K-420K

3-Year ROI: 470%

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Multi-Agent Orchestration

How 3 Agents Work Together

User Request
     ↓
Multi-Agent Orchestrator (LangGraph)
     ├─→ Invoice Agent (if PDF invoice)
     ├─→ Email Agent (if email inquiry)
     └─→ Research Agent (if research question)
     
Each agent:
- Specialized workflow
- Independent tools
- Shared knowledge base
- Coordinated by orchestrator

Benefits:

• Specialized expertise per task
• Parallel processing capable
• Modular and maintainable
• Easy to add new agents

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Sample Outputs

Invoice Processing Result

{
  "status": "auto_approved",
  "vendor": "Office Supplies Inc",
  "amount": 850.00,
  "approval_reason": "Below $1K threshold + Trusted vendor",
  "payment_date": "2025-01-29",
  "processing_time_ms": 2840,
  "validation": {
    "amount_check": "PASS",
    "vendor_check": "PASS",
    "duplicate_check": "PASS"
  }
}

Email Draft Result

CATEGORY: Billing Inquiry
CONFIDENCE: 95%
SENTIMENT: Neutral
AUTO-SEND: Yes

DRAFT:
[Professional response as shown above]

SEND TIME: 2 minutes from receipt

Research Report

See full example above - comprehensive markdown report with:

• Structured sections
• Source citations
• 95% confidence
• Export-ready formats

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Want to See It Live?

Book Your Demo Session

What You'll Experience:

1. Live Walkthrough (15 min):

   • Upload a sample invoice → See processing
   • Send a test email → See auto-response
   • Ask a research question → Get formatted report

2. Explore Features (10 min):

   • Navigate all 6 tabs
   • View analytics dashboard
   • Use ROI calculator with your numbers

3. Discussion (15 min):

   • How to customize for your processes
   • Integration with your systems
   • Timeline and pricing
   • Next steps

Total: 30-45 minutes

Schedule Now →

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Learn More

• Implementation Guide →
• Process Automation Documentation →
• Multi-Agent Architecture →
• All Showcases →

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