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B2B Services · AI Automation

AI Automation for Back-Office Operations

AI agents handling document intake, classification, and routing for a US operations team.

Reclaimed 1,800+ hours of manual work per quarter.

Client

US B2B services company

Challenge

Their operations team spent hours each day classifying inbound documents, extracting data, and routing them to the right person — a key bottleneck on growth.

Our solution

We built an AI pipeline that parses inbound documents, extracts structured fields, classifies intent, and routes to the right queue with a human-in-the-loop step for low-confidence cases.

Features delivered

  • Document parsing and OCR
  • LLM classification with confidence scoring
  • Human review queue for edge cases
  • Reporting on accuracy and throughput

Impact

  • Reclaimed 1,800+ hours of manual work per quarter
  • Document turnaround time down 76%
  • Classification accuracy stabilized at 96%+
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