100+ AI agent use cases

Use cases for every business sector and function

Find use cases for AI agents that can transform the way you work.

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Accountants
Bookkeeping Services
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Compliance Monitoring Services
Construction Project Management
Content Creation Studios
Credit Repair Agencies
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Function
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Compliance Monitoring Services

Compliance

Risk

Legal

Incident Management & Investigation

Create AI agents for:

Standardizing reporting processes, tracking investigation status, ensuring corrective actions, and maintaining comprehensive incident logs
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Compliance Monitoring Services

Risk

Compliance

Audit

Risk Assessment Coordination

Create AI agents for:

Scheduling reviews, distributing questionnaires, compiling responses, flagging significant changes, and documenting assessment processes
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Compliance Monitoring Services

Compliance

Legal

Operations

Regulatory Examination Management

Create AI agents for:

Coordinating response teams, tracking information requests, maintaining submission logs, and documenting examination outcomes and commitments
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Accountants

IT

Client Portal & Document Sharing

Create AI agents for:

Facilitating secure document sharing and collaboration through a client portal.
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Accountants

Tax

Tax Deadline Management & Compliance

Create AI agents for:

Managing tax deadlines and ensuring ongoing compliance across diverse client portfolios.
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Accountants

Finance

Billing

Operations

Fee Calculation & Billing Management

Create AI agents for:

Calculating fees and managing billing processes to ensure timely and accurate invoicing.
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Accountants

Accounting

Year-End Close Coordination

Create AI agents for:

Coordinating year-end close procedures to ensure accurate and timely financial reporting.
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Accountants

Compliance

Audit

Internal Control Documentation & Testing

Create AI agents for:

Documenting and testing internal controls to strengthen compliance and audit integrity.
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