Solutions
AI for the work teams already do.
Representative solutions organised around business functions—not a promise that every process should be automated.
Sales
Prepare quotations, understand enquiries and keep commercial follow-up connected to customer and product information.
Quotation Automation
Prepare quotations across customer requests, company data, approval and CRM.
automation · documents · integration · rulesView detail 02AI RFQ Processing
Extract and organise technical and commercial requirements from incoming RFQs.
documents · AI · validationView detail 03AI Sales Assistant
Bring account context, product knowledge and CRM information into sales work.
agents · knowledge · CRMView detail 04Lead Qualification
Extract lead information, apply qualification rules and route the enquiry.
AI · rules · CRMView detail 05Proposal Automation
Assemble approved content and prepare a structured proposal draft.
knowledge · documents · automationView detail 06Sales Follow-Up Automation
Create follow-up tasks and drafts from approved CRM events and schedules.
triggers · rules · schedulingView detailCustomer Service
Help teams find approved answers, handle incoming requests and route unusual or sensitive cases.
AI Customer Service
Support routine questions using approved company and customer information.
agents · knowledge · CRMView detail 02Support Copilot
Help employees investigate cases and prepare responses without replying automatically.
knowledge · assistant · CRMView detail 03Email Automation
Classify incoming email, retrieve context and prepare the appropriate route.
email · classification · automationView detail 04Customer Knowledge Assistant
Retrieve approved product, service and customer information for support work.
knowledge · retrieval · citationsView detail 05Ticket Classification
Categorise, prioritise and route incoming support cases.
classification · rules · routingView detail 06Customer Follow-Up
Create actions and reminders after defined customer-service events.
triggers · scheduling · CRMView detailOperations
Coordinate jobs, work orders, procedures and exceptions across the systems used to run the business.
Operations Assistant
Help staff retrieve operational information and perform approved tasks.
agents · knowledge · toolsView detail 02Workflow Automation
Connect repetitive multi-system operating processes.
automation · rules · integrationView detail 03Job Management
Coordinate job status, owner, documents and next actions.
application · database · workflowView detail 04Work Order Automation
Create or update work orders from validated, approved inputs.
documents · validation · integrationView detail 05SOP Assistant
Retrieve controlled operational procedures with source references.
knowledge · permissions · citationsView detail 06Exception Management
Surface records and processes that require human attention.
rules · monitoring · workflowView detailFinance
Process documents, reconcile records and prepare controlled reporting without automating financial judgement.
Invoice Processing
Extract invoice data, validate it and route it through finance approval.
documents · validation · accountingView detail 02PO Matching
Compare invoices, purchase orders and receiving records.
documents · rules · ERPView detail 03Expense Automation
Extract and route permitted expense information for review.
documents · rules · approvalView detail 04Receivables Workflow
Track approved receivables actions and follow-up.
triggers · rules · schedulingView detail 05Financial Reporting
Aggregate approved data and prepare recurring report drafts.
data · reporting · automationView detail 06Document Reconciliation
Compare structured information across finance documents.
documents · comparison · rulesView detailProcurement
Structure supplier information, coordinate purchase requests and make quotation comparison easier to review.
Procurement Assistant
Retrieve approved supplier, product and policy information.
knowledge · supplier data · permissionsView detail 02Supplier Quotation Comparison
Present supplier quotations in a consistent structure for review.
documents · comparison · validationView detail 03RFQ Automation
Prepare structured requests and process supplier responses.
documents · workflow · supplier dataView detail 04Purchase Request Automation
Validate and route internal purchase requests.
forms · rules · approvalView detail 05Vendor Document Processing
Extract structured information from permitted supplier documents.
documents · extraction · validationView detail 06Procurement Knowledge Assistant
Search approved supplier, policy and purchasing information.
knowledge · permissions · citationsView detailHR
Coordinate employee processes and provide permission-aware access to approved policy and procedure information.
HR Assistant
Answer approved employee questions and route sensitive requests.
knowledge · identity · escalationView detail 02Employee Knowledge Assistant
Retrieve policies, benefits and procedures with source references.
knowledge · retrieval · citationsView detail 03Onboarding Automation
Coordinate documents, approvals, tasks and permitted system actions.
workflow · documents · tasksView detail 04Recruitment Workflow
Process applications, route information and coordinate recruitment stages.
documents · workflow · tasksView detail 05Policy Assistant
Retrieve relevant HR policies with visible citations.
knowledge · permissions · citationsView detail 06HR Document Processing
Extract permitted information from HR documents for controlled workflows.
documents · validation · privacyView detailManagement
Organise authorised business information so leaders can review exceptions, status and operating context.
Management Reporting
Collect and consolidate approved information into recurring reports.
reporting · data · automationView detail 02Operational Summary
Summarise selected operating activity from authorised systems.
data · integration · summarisationView detail 03Exception Dashboard
Highlight items that require management attention.
dashboard · rules · exceptionsView detail 04Cross-System Search
Retrieve information from approved business sources.
knowledge · retrieval · permissionsView detail 05Decision Support
Organise relevant information for a person to evaluate.
evidence · comparison · briefingView detail 06Workflow Visibility
Provide status across connected operating processes.
dashboard · integration · workflowView detailProject context
Describe the process and systems involved.
Finch can assess where AI, software, integration, rules and human control belong.