# Enterprise AI Case Studies & Resources | Aventisia > Enterprise AI case studies, thought papers, Avintra demo videos, platform comparisons, documentation and the trust & security centre. Source: https://aventisia.com/resources/ Resources # The field manual for _production AI._ Case studies from live deployments, thought papers, recorded demos, platform comparisons, a library of 400+ prebuilt actions and the security documentation your reviewers will ask for. / try: reconciliation governance excel kyc [aventisia · thought paper no.01 Governance **Governed AI Orchestration**](#papers) [Demo · Customer Call Audit](#demos) [Finance Operations **Bank Reconciliations** **95%** auto-match rate](#case-studies) [ISO 27001 · SOC 2](#trust) [412 prebuilt actions](#build) Case studies ## Agents in production, _outcomes on record._ Fourteen deployments across finance, banking, customer operations, legal and HR. Each links to the full write-up. All14 Finance ops2 Banking & lending5 Customer ops3 Legal & procurement2 People & shared services2 Finance Operations ### Accounts Payables Touchless invoice processing across PO and non-PO flows, with extraction, three-way match, exception handling and ERP posting, all with a full audit trail. - 85% straight-through processing - Early-payment discount capture - Auditable exception trail [Read case study](https://aventisia.com/files/case-studies/payables-automation.pdf) Finance Operations ### Bank Reconciliations Autonomous reconciliation of bank statements with ledger entries, covering matching, exception triage and resolution workflows. - 95% auto-match rate - Same-day close - Audit-ready reconciliations [Read case study](https://aventisia.com/files/case-studies/automated-bank-reconciliations.pdf) Contact Center Quality ### Customer Call Audit AI-powered audit of customer service calls against quality, compliance and tone scorecards, at 100% coverage. - 100% call coverage - Consistent QA scoring - Faster agent coaching loops [Read case study](https://aventisia.com/files/case-studies/customer-call-audit-agent.pdf) [Demo](https://www.youtube.com/watch?v=0egLKSyFVJI) Banking & Financial Services ### Customer Onboarding End-to-end digital onboarding, with document intake, verification, risk scoring and account activation orchestrated by agents. - Onboarding in minutes - Lower drop-off rates - Built-in compliance checks [Read case study](https://aventisia.com/files/case-studies/automated-customer-onboarding.pdf) Lending & Receivables ### Digital Collections Personalised, multi-channel collections agents that segment, contact, negotiate and resolve, escalating only when needed. - Higher recovery rates - Lower cost-to-collect - Customer-friendly experience [Read case study](https://aventisia.com/files/case-studies/ai-led-digital-collections.pdf) [Demo](https://www.youtube.com/watch?v=DnIIPLUkKXk) Shared Services ### Email Classification & Triaging Intelligent inbox agent that classifies, routes and prioritises inbound mail across business units, then hands off to downstream workflows. - Sub-minute routing - Higher first-touch resolution - Reduced manual triage load [Read case study](https://aventisia.com/files/case-studies/email-classification-and-triaging.pdf) [Demo](https://www.youtube.com/watch?v=-xnQSUj2xp4) Customer Operations ### Email Customer Service Agentic email service that drafts contextual responses grounded in policy, CRM and prior interactions, with human-in-the-loop review. - Faster response SLAs - Consistent brand voice - Lower handle time per case [Read case study](https://aventisia.com/files/case-studies/email-customer-service.pdf) [Demo](https://www.youtube.com/watch?v=-xnQSUj2xp4) Wealth Management ### Investments Advisor An always-on co-pilot for relationship managers. It drafts client reviews, surfaces portfolio actions and personalises outreach, grounded in CRM, market data and compliance policy. - 3x advisor productivity - Higher-quality client reviews - Built-in suitability checks [Read case study](https://aventisia.com/files/case-studies/wealth-management-advisor-agent.pdf) Banking & Compliance ### KYC Agent-led KYC across document capture, identity verification, screening and risk decisioning, with a full evidence trail for regulators. - Faster KYC cycles - Reduced manual review - Regulator-ready audit trail [Read case study](https://aventisia.com/files/case-studies/automated-kyc-and-loan-processing.pdf) Legal & Compliance ### Legal Audit Agentic review of contracts and legal documents against playbooks and obligations, surfacing risks, deviations and missing clauses. - Faster contract review - Consistent playbook adherence - Audit-ready risk trail [Read case study](https://aventisia.com/files/case-studies/legal-audit-report-automation.pdf) Procurement & Sourcing ### Proposals Evaluation Automated evaluation of incoming proposals against scoring rubrics, requirements and compliance, with explainable recommendations. - Faster vendor selection - Bias-reduced scoring - Full evaluation audit trail [Read case study](https://aventisia.com/files/case-studies/ai-led-proposals-evaluation.pdf) [Demo](https://www.youtube.com/watch?v=L-J83d9o6EA) Talent Acquisition ### Recruitments End-to-end recruiting agent that sources candidates, screens against role criteria, coordinates interviewer calendars and keeps the ATS in sync. - 50% faster time-to-shortlist - Consistent screening rubric - Recruiter focus on closing [Read case study](https://aventisia.com/files/case-studies/ai-driven-recruitments.pdf) [Demo](https://www.youtube.com/watch?v=Fcc6DqON18c) Shared Services ### Travel & Expense Autonomous audit of expense reports against policy, receipts and historical patterns, escalating only true exceptions to human reviewers. - 100% claim coverage - 70% reduction in audit cycle time - Recovered policy leakage [Read case study](https://aventisia.com/files/case-studies/travel-and-expense-audit-agent.pdf) Banking & Financial Services ### Trade Finance Agentic processing of trade finance instruments, covering document checking, UCP compliance, discrepancy handling and downstream system updates. - Faster LC processing - Fewer discrepancies - Stronger compliance posture [Read case study](https://aventisia.com/files/case-studies/trade-finance-platform.pdf) Thought papers ## Deep research. _Sharper perspective._ Our point of view on enterprise AI adoption, agentic orchestration and the new economics of automation. [aventisia · thought paper no.01 Governance **Governed AI Orchestration**](https://aventisia.com/files/papers/governed-ai-orchestration.pdf) How enterprises can scale agentic AI safely, with the controls, observability and orchestration patterns required to move beyond pilots into production. [Read paper pdf](https://aventisia.com/files/papers/governed-ai-orchestration.pdf) [aventisia · thought paper no.02 Strategy **Why Broad Adoption Beats Strategic Isolation**](https://aventisia.com/files/papers/why-broad-adoption-beats-strategic-isolation.pdf) How enterprises unlock compounding value by deploying AI broadly across the operating model, not just in flagship pilots. [Read paper pdf](https://aventisia.com/files/papers/why-broad-adoption-beats-strategic-isolation.pdf) [aventisia · thought paper no.03 Operating model **A Practical Path to Scaling Intelligent Automation**](https://aventisia.com/files/papers/a-practical-path-to-scaling-intelligent-automation.pdf) An operating playbook for moving from isolated bots to enterprise-wide agentic workflows, with the governance to match. [Read paper pdf](https://aventisia.com/files/papers/a-practical-path-to-scaling-intelligent-automation.pdf) [aventisia · thought paper no.04 Product **Why Desktop Studio is a Must for an AI and Automation Product**](https://aventisia.com/files/papers/why-desktop-studio-is-a-must-for-an-ai-and-automation-product.pdf) The case for a first-class authoring environment, and why the studio experience determines who scales and who stalls. [Read paper pdf](https://aventisia.com/files/papers/why-desktop-studio-is-a-must-for-an-ai-and-automation-product.pdf) [aventisia · thought paper no.05 Architecture **Why Canvas is the Best Way to Orchestrate Agentic AI**](https://aventisia.com/files/papers/why-canvas-is-the-best-way-to-orchestrate-agentic-ai.pdf) How a visual canvas pattern beats code-only and chat-only paradigms when composing multi-agent enterprise workflows. [Read paper pdf](https://aventisia.com/files/papers/why-canvas-is-the-best-way-to-orchestrate-agentic-ai.pdf) [aventisia · thought paper no.06 Economics **The End of Per-License Pricing**](https://aventisia.com/files/papers/the-end-of-per-license-pricing.pdf) Why seat-based licensing breaks down in the agentic era, and how consumption-based models align cost with value. [Read paper pdf](https://aventisia.com/files/papers/the-end-of-per-license-pricing.pdf) [aventisia · thought paper no.07 Economics **Driving the Enterprise K-Curve**](https://aventisia.com/files/papers/driving-the-enterprise-k-curve-how-ai-and-automation-create-asymmetric-value.pdf) Why the winners pull away, and how AI and automation create the asymmetric value curve that separates leaders from laggards. [Read paper pdf](https://aventisia.com/files/papers/driving-the-enterprise-k-curve-how-ai-and-automation-create-asymmetric-value.pdf) Demo videos ## Watch the agents _do the work._ Unedited walkthroughs of Avintra agents running real enterprise processes, from inbox to ERP. demo\_01 customer call audit playlist · 5 demos [YouTube](https://www.youtube.com/playlist?list=PLwClnXiwilQjjnbpxxU2mTdadcz8mC30I) **Customer Call Audit** Scoring every call against quality, compliance and tone scorecards. **Digital Collections** Agents that segment, contact, negotiate and resolve across channels. **Email Classification & Customer Service** Inbound mail classified, routed and answered with policy-grounded drafts. **Recruitments** Sourcing, screening and interview scheduling with the ATS kept in sync. **Proposals Evaluation** Rubric-based scoring of vendor proposals with explainable recommendations. [read the customer call audit case study](https://aventisia.com/files/case-studies/customer-call-audit-agent.pdf) Comparisons ## Avintra and the market, _side by side._ Every platform here is good at something. Pick one to see where it starts, where Avintra differs, and which is the better fit for your use case. **Avintra** One governed platform Copilot Studio Azure AI Foundry Dify UiPath n8n Power Automate Lyzr AI-led Lyzr Dify Copilot Studio Azure AI Foundry n8n AI + automation, fused Avintra Automation-led Power Automate UiPath Avintra _vs_ Copilot Studio _starts from: ai-led_ Choose Copilot Studio if You want internal copilots and chat assistants inside Microsoft 365 and Teams, governed by the M365 compliance you already run. Choose Avintra if Your agents must run multi-step processes across systems beyond Microsoft 365, including desktop and legacy applications, priced on execution. Criteria Avintra Copilot Studio Core positioning **AI + automation + orchestration** unified layer **AI agent builder** chat-first End-to-end orchestration **Strong** multi-step, cross-system, long-running **Limited** conversation-centric flows AI depth **High** LLM APIs + on-prem models **Built-in conversational AI** AI vs automation balance **AI + automation fusion** **AI-heavy, low automation depth** Integration ecosystem **Strong** enterprise connectors + APIs **Moderate** M365 ecosystem User experience **No-code + low-code hybrid** **No-code + low-code hybrid** Governance & enterprise readiness **Strong** RBAC, audit, traceability **Strong** M365 compliance Pricing model **Consumption-based** usage-aligned **Per session / licensing** Time-to-value **Fast** very easy build **Fast** Best-fit use cases **Enterprise workflows + chat AI + voice AI** **Internal copilots, chatbots** Where Avintra stands apart ### End-to-end orchestration True multi-step, cross-system, long-running workflows, not just AI-only chat flows. ### AI + automation fusion One platform that unifies agentic AI with deterministic automation, versus RPA-only or LLM-only tools. ### Deployment flexibility SaaS, on-prem and hybrid. Not locked to a single cloud or to SaaS-only delivery. ### Pricing innovation Consumption-aligned pricing that flexes with usage, instead of license-heavy incumbent models. Aventisia's assessment, based on publicly available product information. Capabilities change, so check each vendor's current documentation. Product names are trademarks of their respective owners. Docs & action library ## Everything you need _to build._ Product documentation and a library of prebuilt actions that your team, or ours, drops straight into an Avintra flow. docs.aventisia.com/library/app-integrations 412 actions app-integrations/ **165** ui-automations/ **150** data-engineering/ **86** workflow-logics/ **8** ai-integrations/ **3** ### App integrations Enterprise apps, file transfer, email and mainframe terminals. - Excel **45** - AWS **17** - FTP **14** - Word **12** - M365 Excel **10** - PDF **9** - Terminal emulation **9** - Outlook **7** - Windows service **7** - Azure **6** - Google Workspace **6** - Exchange Server **5** - Email **4** - Twilio **4** - HTTP **3** - UltraTax CS **3** - M365 **2** - SendGrid **2** [Browse the library](https://docs.aventisia.com/library) [docs/ **Introduction to Avintra** Concepts, architecture and your first agent.](https://docs.aventisia.com/) [docs/desktop-app **Desktop app** Install, update and author in the desktop studio.](https://docs.aventisia.com/desktop-app/installation) [docs/desktop-app/runner **Runner app** Run attended and unattended automations on any workstation.](https://docs.aventisia.com/desktop-app/runner) [docs/agent-builder **Agent builder** Workflow logic, data engineering and every integration.](https://docs.aventisia.com/agent-builder) Trust & security ## Defence in depth, _by design._ Avintra is engineered for regulated industries, with the certifications, controls and deployment flexibility that Global 2000 security teams expect. **ISO 27001** certified **SOC 2** certified **GDPR** compliant **HIPAA** compliant **CCPA** compliant **DPDP** compliant ### Encryption everywhere AES-256 at rest and TLS 1.2+ in transit across every workload, queue and integration. ### Secrets & key management Encrypted vaults, automatic rotation and least-privilege access for credentials and API keys. ### Identity & access control SSO/SAML, granular RBAC and approval workflows enforced across projects and environments. ### Auditability Immutable audit logs of every execution, approval and configuration change, exportable on demand. ### Deploy where data lives Our cloud, your private cloud or fully on-premise, to meet residency requirements. ### Governed agentic AI Policy guardrails, human-in-the-loop approvals and model usage controls built into orchestration. ### Security review pack Running a vendor assessment? Request our latest security documentation. - SOC 2 reporton request - ISO 27001 certificateon request - Data processing agreementon request - Architecture overviewon request [Request documents](https://aventisia.com/contact/?topic=other) ## Seen the results. _Let's engineer yours._ Tell us about the process you want to automate, and we'll show you how Avintra would run it in your business. [Discuss your use case](https://aventisia.com/contact/?topic=usecase) [Book a demo](https://aventisia.com/contact/?topic=demo)