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CASE 03 · FORTUNE 500 · FINANCIAL OPERATIONS

Intelligent document processing with AI agents

Industry
Enterprise finance
Services
AI Agent Development · Cloud
Timeline
10 weeks to production
Stack
Claude · AWS · Kubernetes
$2M
saved annually
100k+
documents monthly
98%
extraction accuracy
−90%
manual processing time
The challenge

A Fortune 500 finance team was manually processing 100,000+ invoices a month across formats, languages and legacy systems. Error rates were climbing, close cycles were slipping, and headcount couldn't scale with volume.

The solution

We built an agent pipeline that classifies, extracts and verifies every document — cross-checking against POs and vendor records, flagging exceptions to humans with full reasoning traces, and posting clean entries straight to the ERP.

The results

98% straight-through accuracy at launch, rising with every eval cycle. Manual touch time down 90%. The team redeployed to exception handling and vendor strategy — and the system paid for itself in under five months.

SYSTEM AT A GLANCE
01Document intake100k+ invoices a month, every format
02Classification & extraction agentsClaude on AWS — 98% accuracy
03Verification & exceptionsPO and vendor cross-checks, reasoning traces
04ERP postingClean entries with a full audit trail

The agents didn't just match our processors — they caught discrepancies we'd been missing for years.

VP FINANCE OPERATIONS · FORTUNE 500