Each page starts from the problem you already have and shows the policy you would sign.
One policy, four readers: finance signs the totals, risk signs the rules, operations and vendors work inside both, and auditors read the receipts.
| Industry | Vendor's agent | Own automation | Employees' copilots | Delegate: TPA, servicer, BPO | Customer's agent |
|---|---|---|---|---|---|
| Lending and collections | Agrees a payment plan | Hardship plans, waivers | Moves a payment date | Agency settles on the lender's book | Proposes a plan |
| Insurance | Pays a claim | Straight-through claims | Approves a partial settlement | TPA pays claims | Accepts a settlement |
| Banking and payments | Moves funds over open banking | Fee reversals, limit changes | Raises a customer's limit | Partner acts under the bank's rules | Pays bills on a signed mandate |
| Customer operations | Refunds a customer | Goodwill credits, delay compensation | Issues a credit | BPO handles refunds | Claims compensation |
| Finance and procurement | Approves invoices | Payment runs, spend allowances | Posts a journal entry | Outsourced AP | Agrees supplier terms, from 2027 |
| Public sector | Handles benefit claims | Benefit and grant payments | Grants a benefit | Outsourced processor | Applies for a benefit |
Two weeks, a fixed fee, your limits and a named approver, and the method to do the next workflow yourself.
We will email you to find a time for a 25-minute walkthrough with the founder. No slides, no sales script.
Pick a time in the founder's calendar, or tell us about your agent first.