
Claude-Powered Invoice, Sales & Marketing Automation
Automated invoice processing and equipped sales and marketing teams with Claude-driven intelligence across their daily workflow.
The Challenge
A global customer's finance team manually validated thousands of supplier invoices each month, while sales and marketing worked from stale, disconnected data. Cycle times were long and error rates were rising with volume.
What We Built
- Built a Claude-based extraction and validation layer for invoices, with confidence scoring and human-in-the-loop review for exceptions.
- Connected CRM, billing and campaign data into a single governed context the models could safely reason over.
- Enabled sales with AI-generated account briefs, next-best-action prompts and automated follow-up drafting.
- Gave marketing campaign-performance summarization and audience segmentation driven by live intelligence.



