AI use cases for Finance & Accounting
29 documented implementations
Fiserv saves 12,000 hours a year automating merchant category code validation with UiPath GenAI
Fiserv used UiPath Robots combined with UiPath GenAI Activities to automate its merchant category code (MCC) validation process: robots extract merchant details from the database, cross-check them via a Bing API, and select correct MCC codes using generative AI prompts, with UiPath Autopilot troubleshooting the automation workflows. The deployment saves 12,000 hours per year, achieves a 98% end-to-end process automation rate for the new MCC use case, and has also reduced customer service representative call handling time.
FiservUiPath Robots · UiPath GenAI Activities · UiPath Autopilot +2Athena Intelligence compresses enterprise knowledge work using Claude
Athena Intelligence built an AI-native workspace and autonomous agent platform powered by Claude that serves Fortune 500 enterprises, law firms, financial services organizations, healthcare systems, and government agencies. The platform deploys production enterprise workflows in 4-8 weeks versus a 6-12 month industry standard, runs over 10,000 autonomous workflows weekly, and at an AmLaw 100 law firm fully automated the generation and distribution of 400 monthly compensation memos end-to-end, cutting a 2-3 day manual process to an overnight run with zero manual intervention.
Athena IntelligenceClaude · Claude Opus 4.6 · Claude Sonnet 4.5Volvo Group streamlines invoice and claims processing with Azure AI and AI Document Intelligence
Swedish manufacturer Volvo Group built a document-processing automation using Azure AI Document Intelligence, Azure Data Factory and Power Automate to extract data from images, stamps and overwritten text in invoices and claims documents and translate them across languages, saving more than 10,000 manual hours since launch.
Volvo Group· SwedenAzure AI Document Intelligence · Azure Data Factory · Power AutomateSertrading transforms document processing with OCI-powered AI agent built by MPL
Sertrading, a global imports company processing more than 800 types of business documents including invoices and payment slips, adopted an AI-powered agent built on Oracle Cloud Infrastructure using OCI Document Understanding, OCI Generative AI models, and Oracle APEX, developed with partner MPL Corporate Software. Employees and suppliers upload documents to the platform, where the agent extracts structured data and returns JSON for integration into business processes. The solution increased document processing accuracy from around 80% to 98% and reduced manual work.
NHS England accelerates AI adoption with Microsoft 365 Copilot to improve service delivery and create more time for care
Following the largest healthcare AI trial of its kind globally, which gave more than 30,000 NHS workers across 90 NHS organizations access to Microsoft 365 Copilot and found it saved an average of 43 minutes per staff member per day on administrative tasks (about five weeks per person annually), NHS England is rolling out Microsoft 365 Copilot to 505,000 clinicians and support staff. Ward clerks use it for discharge processes, data analysis, rota building, and bed management; medical secretaries for meeting minutes and templates; and HR, finance, and procurement teams for core administrative functions. The agreement also gives NHS organizations access to Copilot Studio, letting NHS England build agents centrally and individual trusts build custom agents for tasks like reducing help desk burden or accelerating freedom-of-information requests, governed through Agent 365. The deployment follows a 12-month onboarding plan with 200,000 users targeted within the first six months.
NHS England· United KingdomMicrosoft 365 Copilot · Copilot Studio · Agent 365
Tetra Tech gains natural language access to complex finance data with Oracle AI
Tetra Tech, a global engineering and infrastructure consulting firm, consolidated over 100 ERP systems into Oracle E-Business Suite on OCI, then built an interactive analytics platform using Oracle Autonomous AI Lakehouse and OCI Generative AI. Using Oracle Digital Assistant's text, chat, and voice interfaces plus open-source large language models (Cohere and Llama) in Oracle Generative AI, finance and project teams pose conversational-language questions about profitability and performance and get natural-language answers that are correct almost 100% of the time, per the company. Tetra Tech is also working with Oracle to make the chatbot proactively flag risks like potential project budget overruns and plans to deploy AI agents to automate tasks such as fixing transaction errors and streamlining field-staff time entry.
Tetra Tech· United StatesOracle Autonomous AI Lakehouse · OCI Generative AI · Oracle Digital AssistantAmplifon cuts invoice backlog and boosts efficiencies with Oracle AI
Amplifon, a global hearing healthcare retailer operating in 26 countries, activated AI features embedded in its Oracle ERP, including Intelligent Document Recognition, to process financial documents such as invoices, payments, and purchase orders. Instead of paper invoices and scanned documents languishing unassigned in email inboxes, supplier documents now arrive directly into the ERP system and are visible on a central dashboard, letting Amplifon's HQ monitor backlogs by country. Oracle Intelligent Account Combination Defaulting has been used over 100,000 times in the past six to twelve months, freeing employees from paper-based tasks for more strategic work.
Amplifon· ItalyOracle ERP · Oracle Intelligent Document Recognition · Oracle Intelligent Account Combination DefaultingLeague cuts product development cycle times in half after company-wide Claude rollout
League, a digital health platform, signed a Claude Enterprise agreement and went live company-wide within days, then held a 48-hour internal event pushing teams to ship real backlog items to production. Claude adoption reached 98% (up from ~80% at rollout), cycle time from idea through pull request fell by half, AI-authored code rose from about 70% to 98%, vendor security risk assessments dropped from multiple weeks to 15 minutes (49 of the last 53 validated safe by Claude and signed off by a human), and one customer implementation landed two months ahead of schedule.
LeagueClaude Enterprise · Claude Code · SwarmKPMG modernizes its data estate on Azure Databricks to power AI, analytics and risk models
KPMG LLP moved off legacy on-premises Hadoop infrastructure onto Azure Databricks as the core engine for its data transformation, analytics and AI model development. Over 850 active users leverage Unity Catalog for governed data federation across 500TB+ of data, MLflow for MLOps, and Databricks Assistant for natural-language querying, supporting use cases in engagement risk evaluation, next-best service and forecasting across finance, risk and HR.
Tamilnad Mercantile Bank uses agentic AI to automate finance, HR, and customer service
Tamilnad Mercantile Bank unified finance, HR, sales, and customer service on Oracle Fusion Cloud Applications, chosen for embedded agentic AI capabilities. Expense management, customer service, and payroll are now fully automated, and employees handle twice as many service requests in half the time.
Tamilnad Mercantile Bank· IndiaOracle Fusion Cloud ERP · Oracle Fusion Cloud HCM · Oracle CXNHS Shared Business Services migrates financial systems to Oracle Fusion Cloud
NHS Shared Business Services (NHS SBS) rebuilt the finance and procurement platform for England's National Health Service on Oracle Fusion Cloud ERP and EPM, running on Oracle UK Sovereign Cloud, standardizing some 450 individual finance applications. The organization is using built-in AI capabilities of these cloud applications with the goal of reducing repetitive work and giving staff more time to support frontline services, processing 7.1 million invoices and £355 billion in NHS transactions per year.
Hearst uses embedded AI for invoice recognition, cash management, and supplier-payment decisions
Hearst launched Project UniFi to standardize finance, HR, and procurement on Oracle Fusion Cloud Applications, consolidating 19 general ledgers into one chart of accounts and accelerating financial close by 66%. Hearst uses automation and embedded AI to support invoice recognition, cash management, and supplier-payment decisions; intelligent payments help identify suppliers eligible for early-payment discounts across 40,000 vendor relationships.
Hearst· United StatesOracle Fusion Cloud Applications Suite · Oracle Fusion Cloud Enterprise Resource Planning · Oracle Fusion Cloud Enterprise Performance Management +3Caesars Entertainment applies embedded AI to finance and HR workflows
Caesars Entertainment consolidated 650 applications onto Oracle Fusion Cloud Applications and applies embedded AI across finance and HR. In HCM, AI features support performance reviews, development plans, and goal setting. In finance, AI assistants explain performance variances, compare narratives over time, and identify anomalies or biases so teams spend less time on transactions and more time on insight.
Caesars Entertainment· United StatesOracle Fusion Cloud Applications · Oracle Fusion Cloud Enterprise Resource Planning · Oracle Fusion Cloud Enterprise Performance Management +2PwC applies embedded predictive, generative, and agentic AI to finance processes with Oracle Cloud ERP
PwC deployed Oracle Fusion Cloud ERP across several territories supporting approximately 34,000 employees, using embedded predictive, generative, and agentic AI capabilities to increase productivity, strengthen financial controls, and align planning. PwC also uses the document IO agent in Oracle Cloud ERP to automate document handling across financial processes.
Boise State University Champions Continuous Innovation with Oracle Fusion Cloud ERP
Boise State University migrated its ERP and HCM systems to Oracle Fusion Cloud Applications, eliminating disruptive upgrades through a continuous, quarterly-release model. The university is now exploring embedded AI capabilities within Oracle Cloud Applications to strengthen decision-making, including generating real-time performance insights and reports and summarizing employee check-ins into annual performance reviews.
Boise State University· United StatesOracle Fusion Cloud Enterprise Resource Planning (ERP) · Oracle Fusion Cloud Human Capital Management (HCM) · Oracle Student CloudAirAsia drives 97% invoice posting accuracy
AirAsia implemented Oracle Fusion Cloud ERP with AI-based invoice data capture, duplicate detection, supplier validation, approvals, posting, and exception review in a single platform for its accounts payable operations. For its initial top-nine-vendor group, invoice processing cycle time fell by 80%, invoice posting accuracy reached 97%, manual data entry effort dropped by 80%, and more than 30% of routine AP tasks became fully automated. AirAsia is positioned to evaluate Fusion Agentic Applications, including Payables Agent and Payments Agent, to further automate exception handling.
AirAsiaOracle Fusion Cloud ERPLitoplas grows production with Oracle Fusion Cloud Applications
Litoplas, a Colombia-based flexible packaging manufacturer, extended its Oracle Fusion Cloud ERP deployment with Oracle Fusion Cloud Supply Chain and Manufacturing to connect operations across countries. The company increased production by 40% and improved inventory accuracy. Litoplas is now starting to use AI capabilities built into Oracle Fusion Cloud Applications for supplier questions, supplier knowledge chat, and purchase order summaries, with plans to apply AI to production sequencing, supply chain prediction, and accelerated access to operational insights.
Virgin Atlantic Elevates Travel Experiences with the Databricks Data + AI Platform
Virgin Atlantic unified data across commercial and finance teams on the Databricks Data + AI Platform, using AI/BI Genie for natural language queries and Unity Catalog for governance, reducing booking analysis from weeks to hours.
Virgin Atlantic· United KingdomDatabricks · Agent Bricks · AI/BI +1Alcar Ruote speeds planning and carbon reporting with Oracle
Alcar Ruote, a European wheel manufacturer, unified planning, finance, and emissions data on Oracle Fusion Cloud Supply Chain, Finance, and Sustainability applications. An Oracle-based AI system integrates supplier data to support faster planning and procurement, while an AI-based system extracts line-item details from supplier invoices, classifies spend, and applies emission factors for carbon accounting. Automation captured 95% of key supplier invoices with no manual intervention, and monthly carbon-footprint reporting was reduced from three weeks to overnight.
Automating 100K+ Medical Codes for Faster Reimbursement
CodaMetrix's AI-powered Contextual Coding Automation Platform, CMX CARE, automatically translates clinical documentation into billable medical codes, processing over 300K patient encounters daily on the Databricks Data + AI Platform. The company reduced manual coding by 70%, cut coding-related denials by 60%, improved operational efficiency by 40%, and lowered AWS compute costs by 30%.
CodaMetrixDatabricks · Delta Lake · Unity Catalog +6Transforming the Banking Experience with AI
IndusInd Bank migrated to the Databricks Data + AI Platform to build a unified enterprise data platform integrating 1.5 petabytes of data across 44 business areas. Data insight delivery accelerated from 30 hours to 45 minutes or less, the platform supports over 1,200 reports and dashboards, and the enterprise-wide migration was completed in 15 months versus an originally scoped 2.5 years.
IndusInd BankDatabricks · Delta Lake · MLflow +8Fueling Efficiency From Pump to Profit
Pilot Company built a GenAI-powered document processing solution on the Databricks Data + AI Platform (using Agent Bricks) to automate handling of handwritten fuel bills of lading across over 300 document formats. Using a multi-modal few-shot approach with fuzzy matching, Pilot achieved 98.6% accuracy, a 99% reduction in manual processing, and a 90% decrease in overall processing costs.
Pilot CompanyDatabricks · Agent Bricks · Delta Lake +4EXL Transforms Insurance Underwriting with Generative AI Assistant Built on Amazon Bedrock
EXL, a global data analytics and digital solutions company, built LDS Underwriting Assist, a retrieval-augmented generation chatbot integrated into its Life Digital Suite (LDS) platform to help insurers streamline the underwriting assessment and review stages that previously required underwriters to manually review hundreds of pages of documents. The service uses Anthropic Claude 3 Sonnet on Amazon Bedrock with Amazon Kendra as the chatbot interface, Amazon Textract to extract data from scanned documents, and Amazon Comprehend to analyze text and redact PII and protected health information for compliance with regulations such as India's PII guidelines. EXL tested multiple foundation models (Mistral AI, Claude 2, Sonnet 3, Amazon Titan) to minimize hallucinations before launching the service in August 2024, just 60 days after starting development. EXL reports the solution reduces underwriting processing time from several days to a few hours and has the potential to cut underwriting costs by up to 80%.
EXLAmazon Bedrock · Anthropic Claude 3 Sonnet · Amazon Kendra +2
Empowering Employees to Work Strategically Using Amazon Bedrock with BDM
Big Data Mining (BDM), a Brazilian company, built LOUIS, a bespoke generative AI model on Amazon Bedrock combining computer vision and natural language processing to process complex, unstructured corporate documents (contracts, powers of attorney) across more than 100 models and 15 industries. A large Brazilian financial institution deployed LOUIS to replace a team of 150 professionals manually evaluating over 40,000 unstructured processes per month for opening legal-entity accounts and contracting credit, standardizing interpretation criteria and reducing operational effort by more than 40%, an estimated $4.2 million in cost savings over five years. In insurance, LOUIS reduced life insurance claim processing from up to six months to just a few minutes by capturing required data in about 60 seconds. BDM reports documents are processed 85% faster than manual interpretation with 98% accuracy, and saved roughly 50% on development costs by building on Amazon Bedrock rather than writing the application from scratch.
Transforming Data Into Member Value: Building a Modern Data Ecosystem
Nationwide Building Society, the UK's largest building society managing £367.9 billion in assets, implemented the Databricks Data + AI Platform in 12 months to consolidate 17 of its 19 data warehouses into a single governed lakehouse on Azure. The platform uses Unity Catalog for governance across more than 5,000 internal users, MLflow for model management, and AI/BI Genie for natural-language queries, supporting personalization, fraud prevention and regulatory reporting for over 24.5 million customers.
Nationwide Building Society· United KingdomUnity Catalog · MLflow · Delta Lake +2Dongwon Improves Price Forecasting and Inventory Efficiency
Dongwon Group, a South Korean seafood, food, packaging and logistics conglomerate, adopted the Databricks Data + AI Platform to unify previously siloed data across business units and enable enterprise-wide AI-driven decision-making. Using Delta Lake and Unity Catalog, Dongwon built a raw material price forecasting model that reached approximately 96% accuracy and an inventory optimization system that saves billions of won per month, while AI/BI Genie and Databricks Assistant enabled natural-language data exploration for non-technical staff.
Keeping Every Patient Healthier as Fast as Care Demands
Duly Health and Care, the largest multi-specialty physician-owned practice in the U.S., migrated from a 17-year-old SQL Server warehouse to the Databricks Data + AI Platform, unifying nearly 60 data sources including Epic and Workday via Delta Lake and Unity Catalog. Duly's data science team used MLflow and AutoML to build a hospital readmission prediction model, comparing Random Forest, LightGBM and XGBoost algorithms, trained on 100,000 historical patients and achieving a ROC AUC of 89.2%. The company also built a conversational "Physician Finder" tool integrated into its Epic workspace, and five Genie Agents (Patient, Provider, Finance, HR, Appointments) letting non-technical staff query live data in plain English. Duly reports a 29% drop in hospital readmission rates (14% to 10%), saving an estimated $4.5 million annually, a 30% reduction in data platform costs versus SQL Server, and roughly double the number of data projects completed in 2025 versus 2024 with the same headcount.
Duly Health and CareDatabricks SQL · Delta Lake · Unity Catalog +3FRoSTA: Pioneering touchless invoice processing and increasing the automation rate in the procure-to-pay process
FRoSTA AG, a frozen food manufacturer with about 1,850 employees and production facilities in Germany and Poland, automated its supplier invoice processing using SAP Build Process Automation and the premium, LLM-based edition of SAP Document AI on SAP Business Technology Platform. Previously, each of FRoSTA's roughly 30,000 annual invoices for goods received was manually touched at least three times, with approvals delayed by up to two weeks when managers were traveling. The new automation monitors incoming documents, uses an LLM in SAP Document AI to extract and classify invoice data regardless of format or language, validates it against SAP and third-party systems, and creates the invoice in SAP S/4HANA Cloud Private Edition, routing exceptions to an approval workflow accessible via the Joule Work mobile app. It now takes a minute to process an invoice, from arrival to posting, 70% of automated invoices are booked without any human touch, and about 60% of the 30,000 annual goods-received invoices are processed automatically with no human intervention. The project went from ideation to go-live in three months, built primarily by an IT trainee with no programming background, with implementation support from SAP partners sovanta AG and Amista.
FRoSTA AG· GermanySAP Build Process Automation · SAP Document AI · SAP S/4HANA Cloud Private Edition +2
De Agostini automates invoice processing with SAP Document AI
De Agostini Publishing uses SAP Document AI to automate purchase order and invoice processing. The company now saves around 500 hours per month, and more than 91 percent of purchase order-referred invoices are automatically processed without manual handling.
De AgostiniSAP Document AI