Use case — Billing & follow-up

Billing: from quote to payment.

Issuing, control, reminders, reconciliation: a repetitive, high-volume, error-sensitive workflow. The diagnostic says precisely where AI helps—and where it must remain assisted.

Typically for a finance or order-administration team of 20 to 300 people.

EXAMPLE · fictional data
billing · example
QuoteInvoiceReminderPayment

01 — The workflow

The workflow, as it actually happens.

01

Issuing

Generate the invoice from the order or the quote, with the mandatory particulars.

02

Control

Check amounts, VAT and consistency before sending to the client.

03

Reminders

Chase overdue invoices in a graduated, regular and traceable way.

04

Reconciliation

Match incoming payments and flag discrepancies.

01

Where AI genuinely helps

On repetitive, rule-based tasks: preparing a draft invoice, drafting a graduated reminder, preparing the reconciliation and flagging discrepancies. A human keeps the approval.

EXAMPLE · fictional data
assistance · example
DraftHuman reviewSend

02

Where it must not decide alone

A credit note, a commercial gesture, a reminder to a sensitive client: those decisions stay human. The diagnostic writes these limits down instead of hiding them.

EXAMPLE · fictional data
scope · example
Assisted01Supervised02Human03

03

How the diagnostic scores it

Each step is assessed by our proprietary scoring methodology—impact, feasibility, risk and full cost—to produce a verdict per task, challengeable and documented.

EXAMPLE · fictional data
scoring · example

Impact86

Feasibility72

Risk41

Confidential · EN / FR · on request

Start with the verdict.

Show us the work slowing your teams down. We will tell you plainly whether it deserves an AI solution.