# AI Solutions & Use Cases | Aventisia

> Enterprise AI use cases for finance, service, sales, HR, legal, supply chain and IT: workflow automation, chat, voice, email, image and insights AI.

Source: https://aventisia.com/solutions/

Solutions

# Every function. Every kind of AI. _One library._

An indicative library of the use cases we engineer, across seven business functions and six kinds of AI, from workflow automation and chat to voice, email, image and insights. Filter by where you work and how you want AI to help, then open any use case to see how it runs. If yours isn't here, we'll build it.

[Browse the library](#library) [Discuss a use case](https://aventisia.com/contact/?topic=usecase)

**Coverage map** Example use cases by function and kind of AI

Workflow Chat Voice Email Image Insights

Finance 3 1 1 1 2 2

Service 3 1 2 2 1 2

Sales 2 1 1 1 1 1

HR 3 1 1 2 1 1

Legal 2 1 1 1 1 2

Supply chain 3 1 1 1 2 2

IT & Ops 3 1 1 1 1 2

Every function uses every kind of AI. Click a cell to see those use cases.

Where we work

## AI across every function, _in every form it takes._

A sample of the use cases we engineer across seven business functions. Pick a function to see all of its agents in the library below.

**Finance & Accounting** Example use cases

-   Invoice capture & three-way match
-   Bank reconciliation
-   Collections outreach

See all Finance agents

**Customer Service** Example use cases

-   Email classification & routing
-   Call quality audit
-   Self-service chat agent

See all Service agents

**Sales & Marketing** Example use cases

-   Lead enrichment & routing
-   Account research & outreach drafts
-   Website qualification chat

See all Sales agents

**Human Resources** Example use cases

-   Resume screening & interview scheduling
-   Employee HR helpdesk
-   New-joiner document verification

See all HR agents

**Legal & Compliance** Example use cases

-   Contract review against playbooks
-   KYC document checks & screening
-   Policy & compliance assistant

See all Legal agents

**Procurement & Supply Chain** Example use cases

-   Vendor proposal evaluation
-   Trade & shipping document checks
-   Shipment exception emails

See all Supply chain agents

**IT & Operations** Example use cases

-   IT helpdesk assistant
-   Incident triage & routing
-   Shared IT mailbox triage

See all IT & Ops agents

**Industry solutions** Domain playbooks and compliance patterns

[Banking](https://aventisia.com/solutions/banking/) [Insurance](https://aventisia.com/solutions/insurance/) [Healthcare](https://aventisia.com/solutions/healthcare/) [Retail & CPG](https://aventisia.com/solutions/retail/) [Supply Chain](https://aventisia.com/solutions/supply-chain/)

Browse the full library

Six kinds of AI

## Pick how AI should help, _not just where._

Most processes combine more than one. An invoice agent reads a scan with Image AI, then runs the approval as a workflow. All six run on the same governed platform.

**Workflows AI** Multi-step processes across systems, with rules and approvals _See examples_

**Chat AI** Assistants grounded in your data, on web, app or Teams _See examples_

**Voice AI** Agents that answer, call, transcribe and score conversations _See examples_

**Email AI** Inboxes read, classified, answered and actioned _See examples_

**Image AI** Documents, scans, photos and screenshots understood _See examples_

**Insights AI** Patterns, risks and plain-language narratives from your data _See examples_

The library

## Find your use case, _see how it runs._

Function

All Finance & Accounting_6_ Customer Service_7_ Sales & Marketing_7_ Human Resources_6_ Legal & Compliance_6_ Procurement & Supply Chain_8_ IT & Operations_7_

Kind of AI

All Workflows AI_19_ Chat AI_7_ Voice AI_8_ Email AI_9_ Image AI_9_ Insights AI_12_

Showing **47** use cases

**Finance & Accounting** _6_ Only Finance

Image AI **Invoice capture & three-way match** Read invoices in any format, extract header and line items, match them to purchase orders and goods receipts, and post clean invoices straight to the ERP. ERP · Email · Document store How it works Workflows AI **Bank reconciliation** Match bank statement lines to ledger entries across accounts, entities and currencies, including one-to-many and many-to-many matches, and triage what is left. Bank feeds · ERP · Spreadsheets How it works Image AI **Travel & expense audit** Read every receipt, check each claim against travel policy and flag duplicates, out-of-policy spend and missing evidence before reimbursement. Expense tool · HRIS · ERP How it works Email AI **Collections outreach** Send context-aware reminders, take calls about overdue balances, capture promises to pay and keep the receivables ledger up to date. ERP · Email · Telephony How it works Chat AI **Vendor payment status assistant** Let suppliers ask where their payment is, when it will land and which documents are missing, answered from live ERP data. ERP · Supplier portal · Teams How it works Insights AI **Month-end variance commentary** Compare actuals with budget and prior periods, explain the largest variances in plain language and draft commentary for the close pack. ERP · BI · Spreadsheets How it works

**Customer Service** _7_ Only Service

Email AI **Email classification & routing** Read every inbound email, identify intent, urgency and customer, and route it to the right queue with the key details already extracted. Email · CRM · Ticketing How it works Email AI **Policy-grounded email replies** Draft accurate, on-brand replies grounded in your policies, the customer's history and order data, ready for an agent to send. Email · CRM · Knowledge base How it works Chat AI **Self-service chat agent** Answer questions, track orders, process returns and update details in chat, and hand over to a person with the full context when needed. Web chat · Order system · CRM How it works Voice AI **Voice agent for routine calls** Pick up routine calls such as order status, appointment changes and balance checks around the clock, and transfer complex calls with a summary. Telephony · CRM · Scheduling How it works Voice AI **Call quality audit** Score every recorded call, not a small sample, against quality, compliance and tone scorecards, and surface coaching moments for team leads. Call recording · QA tool · BI How it works Image AI **Damaged-item photo claims** Assess the photos customers send of damaged or wrong items, check them against the order and decide on a refund, replacement or review. Order system · Ticketing · Payments How it works Insights AI **Voice-of-customer insights** Find the themes, root causes and sentiment trends across tickets, chats, calls and reviews, and alert teams when a new issue spikes. Ticketing · Call recording · BI How it works

**Sales & Marketing** _7_ Only Sales

Workflows AI **Lead enrichment & routing** Enrich every inbound lead with firmographic and intent data, score it against your ideal customer profile and route it to the right rep. CRM · Marketing automation · Enrichment data How it works Email AI **Account research & outreach drafts** Research target accounts, draft personalised emails grounded in real signals and queue them for reps to review and send. CRM · Email · LinkedIn How it works Chat AI **Website qualification chat** Answer product questions on your website, qualify visitors against your criteria and book meetings straight into reps' calendars. Web chat · CRM · Calendar How it works Voice AI **Inbound sales call handling** Answer inbound sales calls, capture requirements, qualify the caller and pass a written summary to the right rep. Telephony · CRM · Calendar How it works Workflows AI **RFP & questionnaire responses** Pull approved answers from your content library, draft responses to RFPs and security questionnaires, and route sections to subject-matter experts. Document store · CRM · Knowledge base How it works Image AI **Product image tagging & listing copy** Read product images to tag attributes such as colour, material and style, write alt text and draft listing copy for review. PIM · E-commerce · Asset library How it works Insights AI **Pipeline & forecast insights** Spot stalled deals, missing next steps and forecast risk across the pipeline, and brief managers before the weekly review. CRM · BI · Email How it works

**Human Resources** _6_ Only HR

Workflows AI **Resume screening & interview scheduling** Screen applications against role requirements, shortlist candidates with reasons and schedule interviews across calendars, with the ATS kept in sync. ATS · Calendar · Email How it works Chat AI **Employee HR helpdesk** Answer policy, leave, payroll and benefits questions from your own HR documents, and complete simple requests such as leave or letters. HRIS · Teams · Knowledge base How it works Image AI **New-joiner document verification** Check the identity documents, certificates and forms new joiners upload, flag anything missing or unclear and complete their records. HRIS · Document store · Email How it works Voice AI **Candidate phone screens** Run first-round phone screens at the candidate's convenience, ask role-specific questions and send recruiters a scored summary. ATS · Telephony · Calendar How it works Email AI **HR inbox & letter requests** Read requests sent to the HR inbox, generate employment and salary letters from templates and send them for approval. Email · HRIS · Document templates How it works Insights AI **Attrition & engagement insights** Bring together survey, exit and HR data to show where attrition risk is rising and what is driving it, team by team. HRIS · Survey tool · BI How it works

**Legal & Compliance** _6_ Only Legal

Workflows AI **Contract review against playbooks** Review incoming contracts against your playbook, flag risky clauses, suggest fallback language and route approvals to the right lawyer. Contract management · Document store · Email How it works Image AI **KYC document checks & screening** Read identity and company documents, verify the details, screen against sanctions and PEP lists and build an evidence file for compliance. Core banking · Screening service · Document store How it works Chat AI **Policy & compliance assistant** Give employees instant answers about internal policies and procedures, with citations, drawn only from approved documents. Knowledge base · Teams · Intranet How it works Insights AI **Regulatory change monitoring** Track new regulations and updates, summarise what changed and map it to the internal controls and policies it affects. Regulatory feeds · GRC tool · Email How it works Email AI **Legal intake mailbox** Read requests sent to the legal inbox, classify the matter type and urgency, collect missing details and open a matter for the right team. Email · Matter management · Teams How it works Voice AI **Recorded-line compliance monitoring** Transcribe recorded sales and advisory calls, check them for required disclosures and prohibited language, and flag breaches for review. Call recording · GRC tool · BI How it works

**Procurement & Supply Chain** _8_ Only Supply chain

Workflows AI **Vendor proposal evaluation** Score vendor proposals against your evaluation rubric, compare them side by side and give the committee an explainable recommendation. Sourcing tool · Document store · Email How it works Image AI **Trade & shipping document checks** Read bills of lading, commercial invoices and letters of credit, check them for discrepancies and update downstream systems. ERP · Trade platform · Email How it works Workflows AI **Supplier onboarding** Collect supplier documents, validate tax, bank and compliance details and create the vendor record once every check passes. ERP · Supplier portal · Email How it works Email AI **Shipment exception emails** Read carrier and supplier emails about delays and shortages, update order status and alert the planners who need to act. Email · TMS · ERP How it works Chat AI **Supplier self-service assistant** Let suppliers check purchase orders, delivery schedules and invoice status themselves, at any time. ERP · Supplier portal · Teams How it works Voice AI **Carrier & driver check-in calls** Call carriers and drivers for ETA updates, capture delays and proof-of-delivery details, and update shipment records. Telephony · TMS · Email How it works Image AI **Goods-receipt damage checks** Inspect photos taken at receiving to spot damaged packaging or wrong items and raise a claim before stock is put away. WMS · ERP · Email How it works Insights AI **Spend & supplier risk insights** Classify spend, find savings opportunities and watch supplier risk signals such as late deliveries or financial stress. ERP · BI · Risk data How it works

**IT & Operations** _7_ Only IT & Ops

Chat AI **IT helpdesk assistant** Resolve password resets, access requests and how-to questions in chat, and open a ticket with full details when a technician is needed. ITSM · Identity provider · Teams How it works Workflows AI **Incident triage & routing** Group related alerts and tickets, identify the likely cause and affected service, and route the incident to the right resolver team. ITSM · Monitoring · Chat How it works Workflows AI **Access request approvals** Check access requests against role policies, get manager approval where needed and provision access across systems. Identity provider · ITSM · HRIS How it works Email AI **Shared IT mailbox triage** Read emails sent to the IT inbox, turn them into categorised tickets and reply with self-help steps where they solve the problem. Email · ITSM · Knowledge base How it works Voice AI **Service desk voice line** Answer the IT phone line, verify callers, reset passwords and log tickets, and route urgent issues to an engineer. Telephony · ITSM · Identity provider How it works Image AI **Screenshot-based error triage** Read the screenshots users attach to tickets, identify the application and error, and suggest the known fix. ITSM · Knowledge base · Chat How it works Insights AI **Service & SLA insights** Track SLA performance, backlog and recurring issues across teams, and show where automation would remove the most work. ITSM · BI · Chat How it works

## Don't see your process? _We'll engineer it._

Every use case here started as someone's process. Our engineers build new agents on Avintra or on the stack you've already standardised on.

[Discuss a use case](https://aventisia.com/contact/?topic=usecase) [Our services](https://aventisia.com/#services)
