Reading documents
Invoices, RFQs, contracts, forms and reports.
Service
AI & System Integration
Connect AI models and new software with the systems, APIs and data already inside the business.
Representative work
Where this capability can be useful
- CRM and ERP
- Email and documents
- Databases
- Internal and custom APIs
Business problems
Start with the process
Preparing quotations
RFQs, product lookup, pricing, approvals and CRM.
Answering customers
Email, support questions, order enquiries and knowledge lookup.
Updating systems
Creating or changing CRM, ERP and database records.
Implementation boundary
The tool follows the work
Authentication, permissions and logging define what each connection is allowed to retrieve or change.
Scope, access, validation and human approval are established against the customer’s systems and operating requirements.
Project context
Describe the process and systems involved.
Finch can assess where AI, software, integration, rules and human control belong.