Solutions

Solutions

Automation That Fits Your Processes, Your Industry, Your Systems

Every organization has processes that consume too much time, too many people, and too much margin. Find yours below — and see how Zenstack agents handle it end to end.

9

core use cases across finance, operations, and service

5

industry verticals with tailored automation patterns

Days

to deploy — each use case configured in natural language

Finance

Invoice & Accounts Payable Automation

The highest-volume bottleneck in most finance operations. Invoices arrive from dozens of suppliers in inconsistent formats. Each requires data extraction, PO matching, validation, approval routing, and ERP posting. Manual processing guarantees errors, delays, and missed discounts.

How agents handle it

  • Capture invoices from any channel — email, supplier portal, scan, file upload
  • Extract all relevant data regardless of format, layout, or language — no templates needed
  • Perform automated 3-way matching against purchase orders and goods receipts in ERP
  • Apply approval routing based on amount, department, vendor, and custom business rules
  • Handle nuances that break rule-based systems — line items split across pages, partial deliveries, currency conversions
  • Flag exceptions with full context and recommended actions for human review
  • Post approved invoices to ERP with complete audit trails
Up to 80%
reduction in processing costs
Weeks → Days
payment cycle compression
Early discounts
captured — late penalties eliminated

Agent Workflow

Email / Scan
Extract Data
PO Match (ERP)
Business Rules
Exception?Branch
Approval Route
ERP Posting
Finance

Accounts Receivable & Cash Application

A single incoming payment might cover multiple invoices with deductions across several, requiring reconciliation of remittance details against dozens of line items across systems. Partial payments, short-pays, and promotional deductions add layers of complexity that consume experienced AR staff.

How agents handle it

  • Match incoming payments to open invoices — including partial payments, short-pays, and multi-invoice remittances
  • Cross-reference remittance advice, contracts, and promotion agreements to resolve deductions
  • Identify and flag unapplied cash for resolution
  • Generate dunning reminders on aging receivables based on configurable schedules
  • Flag disputes with relevant documentation automatically attached
  • Update AR ledgers in real time with full reconciliation detail
Up to 60%
faster cash application
Faster
dispute resolution
Improved DSO
and working capital visibility

Agent Workflow

Payment Received
Remittance Analysis
Invoice Matching
Deduction?Branch
Ledger Update
Dunning / Disputes
Operations

Purchase Order & Sales Order Processing

Orders arrive from every channel — email, EDI, customer portals, even faxes — each in a different format. Processing requires extracting details, validating against contracts, checking inventory, verifying credit, creating the sales order, and sending confirmation. Any delay damages customer relationships.

How agents handle it

  • Capture incoming orders from email, EDI, customer portals, and faxed documents
  • Extract order details and validate against customer contracts and pricing agreements
  • Check real-time inventory availability across warehouses
  • Verify customer credit status in ERP
  • Create sales orders and trigger fulfillment workflows automatically
  • Send order acknowledgments to customers within minutes of receipt
  • Route exceptions — pricing discrepancies, inventory shortfalls, credit holds — with context
Up to 70%
reduction in order-to-fulfillment time
3–5x
order volume without additional staff
Same-day
processing becomes the default

Agent Workflow

Order Received
Data Extraction
Contract Validation
Inventory + Credit
Sufficient?Branch
SO Created
Ack Sent
Customer Service

Customer & Supplier Inquiry Management

Every organization fields hundreds of routine inquiries daily — order status, delivery timelines, invoice details, pricing questions. Each requires a person to read the inquiry, search multiple disconnected systems, manually compile an answer, and respond. Response times stretch from minutes to days.

How agents handle it

  • Understand inquiry intent through natural language — no keyword matching or rigid classification
  • Retrieve information across CRM, ERP, logistics, and billing systems in seconds
  • Compose accurate, contextual responses using real data from source systems
  • Reply automatically for routine inquiries — order status, delivery ETAs, invoice copies
  • Escalate complex issues with full conversation history and a recommended response
  • Operate 24/7 with instant response capability
60–70%
faster response times
50%
reduction in manual inquiry handling
24/7
availability for instant resolution

Agent Workflow

Inquiry Received
Intent Classification
Cross-System Retrieval
Complex?Branch
Compose Response
Reply Sent
Operations

Email Triage & Routing

The enterprise inbox is an unstructured queue of action items — orders mixed with inquiries mixed with complaints mixed with documents. Teams spend hours daily reading, classifying, and forwarding. Items fall through the cracks during volume spikes. Priority is determined by who checks, not what's urgent.

How agents handle it

  • Monitor shared mailboxes continuously for incoming messages
  • Classify emails automatically by intent, urgency, and required action
  • Extract relevant data and attachments from email body and files
  • Route to appropriate teams or trigger downstream agent workflows
  • Respond with acknowledgments or immediate answers where possible
  • Ensure nothing falls through the cracks regardless of volume
Hours → Min
first-response time reduction
100%
email coverage — nothing missed
Auto cascade
emails trigger the right agent

Agent Workflow

Shared Mailbox
Read & Classify
Intent Type?Branch
Route / Trigger
Downstream Agent
Ack Sent
IT & Support

Helpdesk & IT Service Management

Internal support teams are overwhelmed with routine requests — password resets, access provisioning, software installations, VPN issues. These follow predictable patterns but still require human agents to read, categorize, and resolve each ticket. Specialists spend most time on L1 tasks.

How agents handle it

  • Auto-categorize and prioritize tickets by content analysis and urgency
  • Resolve common requests instantly through system integrations — password resets, access grants
  • Provide interactive troubleshooting for technical issues with step-by-step guidance
  • Escalate complex cases with full diagnostic context and suggested solutions
  • Track resolution metrics and identify recurring issues for proactive fixes
50–60%
reduction in resolution time
30–40%
tickets resolved instantly
Specialists
freed for complex challenges

Agent Workflow

Ticket Submitted
Categorize & Prioritize
Routine?Branch
Auto-Resolve
Confirmation
Organization-wide

Enterprise Knowledge & Information Access

Organizations accumulate knowledge across disconnected systems — document repositories, wikis, past tickets, email threads, policy documents. Finding information means knowing which system to search. New employees take months to become effective. Experienced employees leave and take knowledge with them.

How agents handle it

  • Index content across all enterprise sources into a unified, AI-searchable knowledge layer
  • Enable natural language queries — employees ask questions, not keywords
  • Return accurate answers with traceable source citations — not hallucinated responses
  • Surface relevant information proactively when triggered by related workflows
  • Preserve institutional knowledge regardless of staff turnover
  • Dramatically accelerate onboarding — new hires access full knowledge from day one
70–80%
less time spent searching
Faster
employee onboarding
Knowledge
preserved and always accessible

Agent Workflow

Question Asked
Search All Sources
Content Identified
Compose + Cite
Answer Delivered
Legal & Compliance

Compliance & Audit Documentation

Regulated industries face continuous documentation requirements — certificates, permits, regulatory filings, audit trails. Gathering, validating, and submitting documentation is manual, error-prone, and high-stakes. Missed deadlines or inaccurate submissions carry real financial and legal consequences.

How agents handle it

  • Automate collection and extraction of compliance data from across enterprise systems
  • Validate completeness and accuracy against regulatory requirements and internal standards
  • Maintain continuous, real-time audit trails for all automated processes
  • Flag documentation gaps and approaching deadlines before they become violations
  • Compile submission-ready reports in required formats
  • Provide instant audit readiness — all documentation current, validated, and traceable
Near-zero
compliance documentation errors
Continuous
audit readiness — not scrambles
Reduced
regulatory risk and penalties

Agent Workflow

Requirement
Collect Data
Validate
Gaps?Branch
Compile Report
Submission Ready
Legal & Procurement

Contract Management & Review

Organizations manage hundreds of active contracts — vendor agreements, customer terms, NDAs, SLAs — spread across legal, procurement, and operations. Each contains obligations, deadlines, and risk clauses that need tracking. Today this happens in spreadsheets or someone's memory. Missed renewals and unnoticed risk clauses are common.

How agents handle it

  • Extract key terms, obligations, deadlines, and pricing from new and existing contracts
  • Track renewal and expiration dates with configurable advance notifications
  • Flag non-standard or high-risk clauses against approved templates and policies
  • Monitor ongoing compliance with contractual obligations across departments
  • Surface relevant contract terms when triggered by related workflows
  • Maintain a searchable, centralized contract intelligence layer
Complete
visibility into obligations
Zero
missed renewals
Risk clauses
identified before signing

Agent Workflow

Contract Received
Extract Terms
Risk Analysis
Non-standard?Branch
Track & Monitor
Proactive Alerts

Industries

Tailored for Your Industry's Operational Reality

Zenstack's core capabilities apply universally, but each industry brings distinct operational patterns, compliance requirements, and workflow complexities.

Manufacturing operations are defined by high-volume order processing, complex multi-tier supply chains, and rigorous quality documentation requirements. Every production cycle depends on accurate, timely flow of purchase orders, supplier invoices, goods receipts, and quality certificates.

Key automation areas

Order Intake & Sales Order Creation
Capture customer orders from email, EDI, and portals; create sales orders in ERP within minutes.
Supplier Invoice Processing
Automated 3-way matching against POs and goods receipts across hundreds of supplier formats.
Quality Certificate Validation
Extract specifications from quality certificates and validate against product requirements.
Supplier Inquiry Management
Instant, accurate responses to supplier questions from cross-system data retrieval.
Production Planning Support
Real-time data access across ERP and inventory systems to support planning decisions.

Related use cases

Typical starting point

Most manufacturing organizations start with supplier invoice processing — highest volume, fastest ROI, and a natural foundation for expanding to order processing and quality documentation.

Why One Platform

Every Solution Runs on Shared Infrastructure

Compounding ROI

The 10th automation costs a fraction of the first. Same platform, same integrations, same infrastructure.

Days to Deploy

Natural language configuration means new use cases go live in days, not months. No IT backlog.

On-Premise Sovereignty

Every solution runs entirely within your infrastructure. No data leaves your environment.

One Vendor, One Platform

No point-solution sprawl. No integration tax. One team to call.

See Your Processes Automated

Tell us which processes consume the most capacity on your team. We'll show you exactly how Zenstack handles them.