Eight workflows agents take first
[ 00 ] In short
These are the eight workflows AI agents take first in finance and operations teams: month-end close, document extraction, RFQ-to-quote, speed-to-lead, agentic storefront readiness, internal copilots, company OS and reporting. Each runs with an approval step and an eval, starts with a two-week audit, and has a published starting price.
Key facts
- Use cases
- 8SRC · Vikrama Studio price list · 2026-09
- Agentic storefront readiness
- From $4,000 plus $1,500 a monthSRC · Vikrama Studio price list · 2026-09
- Every build
- An approval step, an audit log and an eval.SRC · Vikrama Studio method · 2026-09
- Audit
- 2 weeks, from $5,000, credited against a pilot signed within 30 days.SRC · Vikrama Studio price list · 2026-09
The eight, in one line each
- Month-end close and reconciliation agentsAn agent that matches bank lines to invoices, prepares recurring entries and runs the close checklist, with your controller approving every entry.
- Invoice and document extraction to ERPReads invoices, POs, statements and contracts, extracts structured fields with a confidence score, posts to your ERP after review.
- RFQ-to-quote agents for manufacturersReads RFQ emails and drawings, pulls specs and quantities, drafts a quote from your price logic, routes it for approval.
- Speed-to-lead agents for real estate and hospitalityAnswers inbound leads on WhatsApp or SMS inside a minute, qualifies on budget, location and timing, writes to the CRM, hands off to a person.
- Agentic storefront readiness for Shopify brandsMakes a catalog readable by shopping agents: product data cleanup, schema, feeds, Shopify Agentic Storefronts channel setup, visibility tracking across ChatGPT, Copilot and Google AI Mode.
- Internal copilots on company dataA retrieval-backed assistant over your documents, tickets and systems, with citations and access control, for support, sales or operations teams.
- Company OS: SOPs turned into agentsYour standard procedures encoded as a versioned operating layer that agents read, with approval checkpoints before anything sends, publishes or spends.
- Reporting and variance agentsAssembles the monthly pack and drafts commentary on material variances in your template, for FP&A review.
By starting price
- Month-end close and reconciliation agents
- Invoice and document extraction to ERP
- RFQ-to-quote agents for manufacturers
- Speed-to-lead agents for real estate and hospitality
- Agentic storefront readiness for Shopify brands
- Internal copilots on company data
- Company OS: SOPs turned into agents
- Reporting and variance agents
By industry
- Accounting, bookkeeping and fractional-CFO firmsClient close and reconciliation, Invoice extraction, Monthly pack assembly
- D2C and ecommerce brandsAgentic storefront readiness, Order and returns extraction to the ledger, Reporting
- Real estate teams, brokerages and boutique staysSpeed-to-lead, Booking and enquiry qualification, Monthly reporting
- Manufacturers and industrial suppliersRFQ-to-quote, PO and invoice extraction to ERP, Inbound enquiry qualification
- Gyms, yoga, dance and wellness studiosMember enquiry agent, Retention insights, Billing reconciliation
- Banks, NBFCs and fintechsReconciliation at volume, Document extraction for onboarding, Risk and credit model operations
Questions
- Which use case should we start with?
- The one with the most hours and the clearest approval step, which the audit identifies.
- How long does it take?
- A two-week audit, then a six to eight week pilot for one workflow.
- What data do you need?
- Read access to the systems in scope, a recent period of real data to build on, and a held-out period to test on.
- Do you build on n8n or Make?
- Only when the workflow is deterministic. Agents that read and decide are built in code with evals.
Talk
Talk to Sandeep, or message us.
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- No call. Delivered in writing in 48 hours.