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.

Filter use cases:

Accountants
Bookkeeping Services
Business Consultancies
Commercial Real Estate
Commodities Trading
Compliance Monitoring Services
Construction Project Management
Content Creation Studios
Credit Repair Agencies
Customer Loyalty Program Managers
Customer Support Centers
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Ecommerce Retailers
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Function
Filter use cases:

Accountants

Education & Enablement

Customer Success & Support

Client Education & Training

Create AI agents for:

Educating clients and providing ongoing training to enhance financial literacy and system usage.
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Accountants

Finance & Accounting

Data Entry & Transaction Coding

Create AI agents for:

Automating data entry and transaction coding to ensure accuracy and consistency in financial records.
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Accountants

Customer Success & Support

Client Onboarding & Setup

Create AI agents for:

Onboarding new clients and setting up systems for seamless integration and service delivery.
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Accountants

Operations

Client Document Collection & Organization

Create AI agents for:

Streamlining the collection and organization of client financial documents for efficient processing.
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Accountants

Customer Success & Support

Client Communication & Status Updates

Create AI agents for:

Keeping clients informed with timely status updates and proactive communication throughout engagements.
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Accountants

Executive & Strategy

Financial Forecasting & Budgeting

Create AI agents for:

Forecasting financial performance and preparing budgets to guide business strategy.
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Accountants

People Operations

Staff Capacity & Workload Management

Create AI agents for:

Balancing staff capacity and workload to optimize resource allocation and project delivery.
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Accountants

Legal & Compliance

Regulatory Change Monitoring

Create AI agents for:

Monitoring regulatory changes and ensuring ongoing compliance with evolving standards.
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