# 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