IndustriesFinance and insurance operations
Two people retype claim forms all day.
Claim forms, KYC packs and statements are read into your system, and your people check only the fields it is unsure of.
Tested on twenty of your own past claims before it goes live, and kept working as AI changes.
A sample supplier invoice: read, matched to the order, with one line flagged for a person.
Your week
Your week, as it runs today.
MON 09:20
Two people key claim forms and KYC packs into the system all morning.
With AIForms are read into records with a confidence mark on each field, and people check only the doubtful ones.
TUE 11:40
Fifteen renewals fall due this week, and the list is a spreadsheet nobody has sorted.
With AIRenewal reminders went out two weeks early, in each customer's language.
WED 10:00
Reminder calls start at ten from a list printed on Monday.
With AISmall dues were reminded by voice within permitted hours.
THU 19:40
The bank statement arrives, and the matching runs late into the evening.
With AIBank lines were matched overnight, and the morning starts with the exceptions.
FRI 18:50
An auditor asks who approved a change to a customer record last March.
With AIEvery change to a record shows who made it, who approved it and when.
What it costs
Forms typed in twice.
16.7hours a day
of retyping forms, which is more than two people's whole day
Our own sum, 2026
200 forms a day × 5 minutes = 1,000 minutes = 16.7 hours
Two more costs
- An inspection means a week of digging for who approved what.Three people spending a week each pulling records for an inspection is 15 working days.3 people × 5 working days = 15 working daysOur own sum, 2026
- Staff paste customer data into public AI tools.77% of staff who use AI tools paste data into them.LayerX, 2025
What we'd build
Ten systems we'd build for finance teams.
The first three come first. The rest wait until those pass on your own past claims.
- Document readerFor you42 KYC packs read into the systemBranch uploadsRead3 fields unsure, sent to a personOperationsFor youOnly doubts reach a personSample data · Powered by Agentec
Document reader
- Claims checkerFor youClaim 3318 checked against the policyClaims deskCheckedTwo missing bills listed before rejectionClaims officerFor youPatterns flagged for reviewSample data · Powered by Agentec
Claims checker
- Credit noteFor your yesFile read: 6 statements, 2 returnsLoan fileReadNote drafted, every figure linkedCredit officerFor your yesThe officer decidesSample data · Powered by Agentec
Credit and underwriting notes
And 7 more
Built before
The nearest work we've built.
None of it is in your trade yet.
Conference apps in two languages
Delegates carry the whole day on their phone, in Japanese or English at a tap.
Built for an industry body in Asia Pacific, used at its meetings in Bengaluru and Tokyo.
Before you call
What operations heads ask first.
Does it decide claims, credit or eligibility?
No. It reads, matches, chases and lists. Every decision about money, cover or a customer stays with your qualified people, and a person approves every record before it enters your system.
Our regulator asks where every number came from.
Every field the agent reads carries the page it came from, and the log of everything it did is yours to search. Nothing is overwritten without a person's yes.
Who decides what gets built first?
You do, after 45 minutes with Eashan. We bring the week we counted and the first three we would build, and you pick the one that matters most to you. Nothing is built until you say yes in writing.
Who says yes before anything goes out?
The person who owns that job at your company today. You name them when we write the rules with you. Inside those rules the AI agent acts at once. Anything outside them waits for one tap from the person named, on their phone, ready to approve or to change.
What does it cost?
There is no price on this page, because it depends on the work. After 45 minutes with Eashan you get a written proposal with the scope, the test it has to pass, who works on it and one fixed price, before any work.
It works today. We keep it working tomorrow.
How it works- Work it out, most consultants stop here
- Build it, most software firms stop here
- Run it
- Answer for it
- We stay
45 minutes with Eashan, on your operation.
The people who live with the problem come too. You leave knowing what we'd build first, and why. Nothing to sign.
What stays yours
- Your accountsin your company's name
- Your codeevery line of it
- Personal dataabout your customers and staff, on your own machine unless you approve otherwise in writing
- Plain files and a how-to guideif you stop
Eashan Gupta, founder. You meet him on the first call.