Operations / Back Office

Use Cases

Automate repetitive processes across the enterprise—training, reconciliation, compliance checks.

Reconciliation & Finance Agent

Overview

Santiago automates the reconciliation of bank transfers, invoices, and account statements— eliminating manual errors, reducing delays, and ensuring reliable financial records. Acting as a real-time financial assistant, it matches transactions, flags discrepancies, and generates audit-ready reports to strengthen compliance and efficiency.

–70%

Reduction in reconciliation time

+60%

Improvement in data accuracy across transactions

–50%

Fewer manual errors in financial validation

+40%

Faster payment verification for students, suppliers, or clients

Automatic comparison of bank transfers and account statement fields

Intelligent matching algorithms that detect minor data variations (typos, format issues, etc.)

Instant credit pre-qualification using institutional rules

Automated discrepancy detection with notifications for pending validation

Automated updates and status notifications

Direct integration with onboarding and credit systems

Sales Coaching Agent

Overview

Bruno is an AI-powered sales coach designed to help business development and sales teams improve performance. By analyzing real or mock calls, video roleplays, and sales scripts, Bruno evaluates alignment with sales frameworks and delivers actionable feedback for both reps and managers.

+50%

Improvement in rep alignment to sales frameworks

+40%

Faster onboarding for new sales hires through structured learning

–60%

Reduction in missed discovery or objection-handling steps

+30%

Increase in sales conversion rates from coached reps

Sales conversation analysis (video, audio, or text) against SPIN, Challenger, MEDDIC, or custom playbooks

Personalized coaching feedback for each rep, highlighting strengths and improvement areas

Proactive gap detection in discovery, objection handling, or value messaging

Executive dashboards with heatmaps, leaderboards, and trend reports

Automatic scorecards aligned with playbooks and KPIs

Best practices library with top-performing clips and sales moments

Onboarding Agent

Overview

Alex is a virtual AI-powered coach that accelerates new employee adaptation. He delivers real-time answers, guided workflows, and personalized learning paths— ensuring a smooth and engaging onboarding experience without overloading HR teams.

+80%

Common questions resolved automatically

-50%

Reduction in adaptation time

+70%

Increase in new employee satisfaction

+35%

Learning improvement from analyst feedback

End-to-end onboarding journeys tailored by role

Real-time answers on tools, policies, and workflows

Step-by-step guidance through key tasks and platforms

Personalized onboarding plans by department and role

Sentiment analysis and progress tracking

24/7 multilingual support for employees