Preparing quotations
RFQs, product lookup, pricing, approvals and CRM.
Service
Workflow Automation
Coordinate repetitive work that moves between email, spreadsheets, business applications, databases and people.
Representative work
Where this capability can be useful
- Enquiry to quotation
- Invoice to approval
- Order to ERP update
- Report request to draft
Business problems
Start with the process
Preparing reports
Collecting, consolidating and presenting recurring information.
Implementation boundary
The tool follows the work
Reliable software rules and integrations are often the right tool for predictable steps. Not every automation needs generative AI.
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.